Invest Like the Best with Patrick O'Shaughnessy · Tuesday, September 1, 2026
Sarah Guo states that the AI landscape is highly competitive and becoming more so. She believes that while data and compute are crucial, human talent remains the biggest bottleneck. Additionally, regulatory and geopolitical environments will significantly influence AI's adoption and direction.
“The first problem is that it's a very competitive landscape. I think that was true 12 months ago, but even more true than it was 24 or 36 months ago.”
“We have data, we have compute, and we have the talent, and talent is still going to be the biggest bottleneck in my opinion.”
“But we also have to think about the regulatory environment, the geopolitical environment, and all of the other factors that are going to influence the pace of adoption and the direction of travel.”