Invest Like the Best with Patrick O'Shaughnessy · Tuesday, September 1, 2026
Sarah Guo expresses concern about the current frenzied and chaotic state of the AI landscape, suggesting it might escalate further. She believes that investors navigating this period need to consider how the situation unfurls and differs from past boom-bust cycles in technology.
“I think we're both feeling a little frenzied and it's been going on for a while and it kind of feels like if anything it might get more frenzied and more chaotic. Both for what you do, but also the world around what you do.”
“An obvious thing for anyone thinking about how to navigate this period as an investor is just how does it unfurl and how's it different from the past?”