Guo: Mid-to-late stage software companies lack the speed to survive AI
Sarah Guo · No Priors Ep. 72 | With Sarah Guo and Elad Gil · Jul 18, 2024 · at 18:57
Sarah Guo, founder of Conviction, discusses which technology sectors and market stages are most vulnerable to disruption from AI.
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“I do think there's a, like, if I could short something, I think that there is a mid to late stage private company, small public company that does not have the speed and institutional and founder or leadership will to go change the business when they see the writing on the wall. And I think that that's not, certainly not every company. I mean, we've talked to a number of like amazing founders who have attacked the opportunity really aggressively because they see the way to grow revenue or make the businesses higher quality. But I think that isn't going to be most companies at sort of the mid to late stage private set.”
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