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May 9, 2025 35 mins
What's next for artificial intelligence beyond autonomous agents and next-gen language models? Sarah Guo, the founder of venture capital firm Conviction, is a rising star among Silicon Valley investors. She says the next big wave of AI innovation could transform the business world. What is she looking for in investment opportunities? And why does Guo say enterprise software is prime for transformation in the AI era? She speaks to WSJ’s Christopher Mims and Tim Higgins on the latest episode of the Bold Names podcast. Check Out Past Episodes: ‘Businesses Don’t Like Uncertainty’: How Cisco Is Navigating AI and Trump 2.0 Humanoid Robot Startups Are Hot. This AI Expert Cuts Through the Hype. Reid Hoffman Says AI Isn’t an ‘Arms Race,’ but America Needs to Win Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’ Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.  Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices
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