portfolio companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Sarah Guo · across every show →

Everything said about portfolio companies, oldest first

Feb 19, 2026 positive
Disclosure
Guo: Portfolio Firm Scaled to ~100 Salespeople with Under 50 Engineers
“I, we have portfolio companies with, you know, hundreds of millions of dollars of revenue who are very committed to as much token usage as we can, As few great people as we can have, and today, you know, we have less than 50 engineers, and they went from zero …”
Sarah Guo Feb 19, 2026 ▶ 2:50 The AI Code Slop: Risk or Opportunity?
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