Cloud Transition Insights
Sarah discusses the current state of cloud technology, emphasizing the shift towards more intelligent software and the opportunities that lie ahead. She highlights the challenges of investing in an increasingly competitive landscape, while Alex raises questions about the contrasting behaviors of venture capitalists in a market where prices are dropping. Together, they explore the dynamics of early-stage investing amidst a transformative technological era.In this clip
From this podcast

Equity
Sarah Guo isn’t late to the AI party
Related Questions
How should a venture capitalist think about investing across different stages (seed vs. growth) and having different funds for it, as discussed in the episode 20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn and the clip Changing Venture Capital?
How should a venture capitalist think about investing across different stages (seed vs. growth) and having different funds for it, as discussed in the episode 20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn, and the clip Changing Venture Capital?