Sarah Guo

Rene Haas × Elad Gil × Sarah Guo

Arm moved from IP licensing into physical silicon with the Arm AGI CPU after Meta sought a general-purpose agentic CPU no one else could provide.AI reaches 80% to 90% of engineers, while Arm’s documentation and test benches may make proprietary IP more trainable; supply may remain constrained for 3 to 5 years, with data-center construction a possible next bottleneck.

Elad Gil × Sarah Guo × Andrew Feldman

Cerebras says useful AI in 2025 made inference latency a daily constraint, with systems running 15, 18, 20x faster than GPUs.G42’s $1 billion order enabled cluster testing, while an OpenAI agreement Feldman says exceeds $20 billion and an AWS deployment raise the stakes for a 10x manufacturing increase this year.Delivery and governance now matter as much as contrarian architecture.

Philipp Herzig × Sarah Guo

Circle’s USDC bet turns full-reserve dollars into a general-purpose settlement rail, from $0.25 digital objects to multi-hundred-million-dollar transactions, while Arc targets deterministic institutional settlement within hundreds of milliseconds.AI agents could generate billions or trillions of micropayments and drive tokenization across securities infrastructure, but distributional risk remains unresolved if productivity becomes capital capturing more capital at the expense of humans.

Sarah Guo × Bill McDermott

ServiceNow’s “AI thinks, workflow acts” thesis distinguishes probabilistic models from platforms that execute and close enterprise cases.With more than 85 billion workflows, 7 trillion transactions, and agents handling 90% of customer-service cases, faster deployments and rising agent consumption are the key signals for operating leverage, while adoption and model reliability remain risks.

Sarah Guo × Elad Gil

The “SaaSpocalypse” overgeneralizes a real shift: Decagon and Sierra show support moving from per-seat software toward usage-priced agents, while products such as Samsara retain hardware, distribution, enterprise sales, and support moats.GPT-4-equivalent pricing fell 150x in 21 months as Gil’s team puts AI labs’ growth from $1 billion to $10 billion at roughly a year, shifting the bottleneck to trustworthy human review and defenses against one- to two-year displacement cycles.

Sarah Guo × RJ Scaringe

Rivian’s 2021–22 clean-sheet reset replaced its rules-based autonomy stack with neural networks, making fleet data central to progress through 2029–30.Scaringe puts viable competitors outside China at more than one, less than five, while Rivian’s in-house inference chip targets economical autonomy in every car.R2 starts at $45,000 for the $45,000–$55,000 market, with adoption and rare safety cases still the key tests.

Sarah Guo × CJ Desai

CJ Desai argues that software durability comes from moving quickly through platform shifts and expanding from a wedge into deeply integrated platforms.Vibe coding may accelerate applications, but regulation, governance, security, portability, and resilience still protect enterprise platforms, while AI remains additive to MongoDB’s core business.

Jared Kushner × Sarah Guo × Elad Gil

Affinity Partners seeks returns through governance judgment, networks, and hands-on execution, while favoring Gulf and Latin American tailwinds and contrarian opportunities such as Albania.BrainCo is productizing reusable AI infrastructure for institutions, with a permitting workflow reduced from over 40 steps to 35 at over 90% accuracy; adoption, talent, project selection, and energy permitting remain key constraints.

Parker Conrad × Sarah Guo

Rippling’s integrated platform compounds shared permissions, workflows, analytics and infrastructure, with Conrad saying every R&D dollar invested in the underlying layer “pays off 35x” while more than 80% of engineering remains focused on existing products and platform capabilities.As AI lowers software production costs without clearly shrinking engineering teams, governed systems of record and deterministic payroll workflows become more valuable, while private-market liquidity lets Rippling defer an IPO that is “hard to undo.”

Sarah Guo × Luis von Ahn

Duolingo turns motivation into a product advantage, using two-minute lessons, 16,000 A/B tests, and an approximately 83% success target to drive retention.LLMs reduce content costs and expand courses, while 116 million monthly users, proprietary learning data, and brand offer defenses against an uncertain platform shift.