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Sarah Guo

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Substack
PricingOnly free issuesPublishesMonthly
Issues19Founded2 years agoLast Issue2 months ago
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Latest Issues

Dark Code

A few months ago, a founder I know had a data leak that took his security team four days to understand. That’s a long time for a CEO to be glued to an incident channel.

Customer data from one tenant was showing up in another tenant’s dashb...

2 months ago
40
3

We Don’t Want Them Ungoverned

An AI agent can now discover a tool on the internet, call it, and take action inside a production environment—all without a human in the loop. That sentence would have been speculative two years ago. Today it’s a slow Tuesday night.

This i...

2 months ago
15

Distributed Spectrum

If software is eating the world, electronic warfare is devouring the battlefield. The next war might be lost before the first shot is fired. This keeps Pentagon planners up at night. To work on this problem, we are leading a $25M Series A i...

4 months ago
3

Software Abundance

For most of software history, execution was scarce. Writing code was slow, expensive, and constrained by human throughput. The hard part was getting software to exist at all.

AI coding agents invert that world. Code can now be produced qui...

4 months ago
35
6

CRM Was Built for Humans. Day was Built for AI.

Why CRM Stops Working as Companies Scale

Software markets are in a prolonged drawdown. Public valuations increasingly reflect the belief that even deeply embedded Systems of Record may be vulnerable to disruption from AI. We at Convicti...

4 months ago
4

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