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Silicon Valley

Reporting on Silicon Valley from Lazy Tensor.

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The Investors · Analysis

Sarah Guo and the Price of Conviction

As venture capital firms grow larger and artificial intelligence reshapes the technology industry, the founder of Conviction is testing an older investment proposition: that concentrated bets, independent judgment and close…

Sarah Guo speaking on stage at Collision 2023 in Toronto
Sarah Guo, founder of Conviction, speaking on stage at Collision in June 2023.

CAPITAL / THE INVESTORS / ANALYSIS

Bill Gurley and the Venture Capital Arms Race

The Benchmark investor says venture capital has become an industry that pushes money onto companies whether they need it or not.

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