Sarah Guo
speaker
39 appearances
1 recordings
1 series
first heard Jun 2026
last heard 3 Jun
Sarah Guo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
And then there are things that are very specific to every enterprise that they're differentiated against.
I'm sure you have heard much and participate in much of the debate about the end of software because all these workflows are cheap to generate now.
Do you think the equilibrium looks different between what agents get built in enterprises versus in their vendors in the future?
I don't believe in permanent business models for any of these domains, but in the near term, do you have a prediction between outcomes-based pricing, token-based pricing, enterprise bundles?
music to the ears of CEOs and VCs that are like a little dangerous and a lot of things.
Idea people, with a lot of agency.
If you take that idea of personal agency and you just zoom it out to the organizational context.
My partner Mike Bernal, who actually started his career at Microsoft, just wrote an essay where one of the big takeaways is it's an age where you can be much more ambitious and you need to be given the pace of the environment and how quickly actually users and companies are open to adopting new technologies.
How do you think about, I feel silly asking this of somebody running a trillion dollar plus company already, but how do you think about how Microsoft can be more ambitious now?
So one very simple framework I have for what is going to be the broad benefit of AI beyond the communities just working in technology.
Wealth creation is going to happen in a ton of different companies, startups and large companies.
Then you have healthcare.
You had amazing demos today.
There are companies like Open Evidence.
I think that is happening.
Education seems like another one that's an obvious good where we haven't seen as much impact as I'd expect.
Do you have a hypothesis on why that might be or if it'll come?
That has felt perhaps impossible for a long time, but it's a great note to end on and something that might be possible.
Thank you, Saeed.
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