Sarah Guo - The Power of Conviction - [Invest Like the Best, EP.383] – Invest Like the Best with Patrick O'Shaughnessy

Bullish:

$RIDGELINE - Advocating for the potential of Ridgeline in the investment firm sector.
$HARVEY - Highlighting the economic benefits and technological advancements of Harvey.
$HEYGEN - Discussing the potential of HeyGen in the video production industry.
$MISTRAL - Praising the research capabilities and efficiency focus of Mistral.
$OPENAI - Expressing confidence in OpenAI's operational expenses and long-term viability.
$BASE 10 - Discussing the capabilities of Base 10 in serverless GPU inference.
$FIGMA - Highlighting the importance and potential of Figma.
$CONVICTION - Discussing the founding of Conviction and its focus on AI.
$PERPLEXITY - Expressing support for Perplexity and its predictable move into search.
$GREYLOCK - Reflecting on the history and success of Greylock.