Anatomy of a Software 3.0 Company // Sarah Guo // AI in Production Keynote

// Abstract
If software 2.0 was about designing data collection for neural network training, software 3.0 is about manipulating foundation models at a system level to create great end-user experiences. AI-native applications are “GPT wrappers” the way SaaS companies are database wrappers. This talk discusses the huge design space for software 3.0 applications and explains Conviction’s framework for value, defensibility, and strategy in specifically assessing these companies.

// Bio
Sarah Guo is the Founder and Managing Partner at @Conviction, a …

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