Sarah Guo
Founder + General Partner, Conviction (VC) · Co-host, No Priors podcast (with Elad Gil)
“I would actually argue that it's very interesting that we had at least 10 years where in many engineering tasks people just, they didn't feel compute bound. Right. And the entire industry feels that now they feel like they felt resource bound. And now that you have this big capability jump, you're like, oh, actually it's not my ability to access the compute anymore. I'm the binding constraint.”
“We have a team that we work with at conviction that their setup is. Everybody is like, you know, none of the engineers write code by hand and they're all microphone and they just like whisper to their agents all the time. It's this the strangest work setting ever. And I thought they were crazy, and now I fully accept. I was like, oh, this was the way. You're just ahead of it.”
Sarah Guo
One-line summary: Conviction VC founder and No Priors co-host. Tracked here for first-person observations on AI-coding-agent adoption inside Conviction's portfolio (March 2026: her engineers 'don't write code by hand', whisper to agents) and for the framing questions she puts to frontier-AI practitioners on capability state.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-coding-productivity-paradox:
"I would actually argue that it's very interesting that we had at least 10 years where in many engineering tasks people just, they didn't feel compute bound. Right. And the entire industry feels that now they feel like they felt resource bound. And now that you have this big capability jump, you're like, oh, actually it's not my ability to access the compute anymore. I'm the binding constraint." — 2026-03-20-no-priors-andrej-karpathy-skill-issue-code-agents (2026-03-20)
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On ai-coding-productivity-paradox, ai-coding-tool-landscape-2026:
"We have a team that we work with at conviction that their setup is. Everybody is like, you know, none of the engineers write code by hand and they're all microphone and they just like whisper to their agents all the time. It's this the strangest work setting ever. And I thought they were crazy, and now I fully accept. I was like, oh, this was the way. You're just ahead of it." — 2026-03-20-no-priors-andrej-karpathy-skill-issue-code-agents (2026-03-20)
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