Conviction’s early AI bets are now worth $54B, with Baseten and Harvey above $11B each
saranormous · x · 2026-07-21
- A profile of Sarah Guo and Conviction, the AI-focused firm she launched after leaving Greylock.
- The piece says Conviction seeded Baseten and Harvey before ChatGPT, and both are now reportedly worth over $11B each.
- In its first year, Conviction also backed Sierra, Cognition, and Mistral; those three are now said to be worth $54B combined.
- The article frames Guo as one of the investors closest to the AI frontier, with long-standing ties to people like Jensen Huang, Sam Altman, and Nat Friedman.
Related event: Sarah Guo’s Conviction Sees Early AI Bets Reach $54B(2 posts)→
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