What's next for artificial intelligence beyond autonomous agents and next-gen language models? Sarah Guo, the founder of venture capital firm Conviction, is a rising star among Silicon Valley investors. She says the next big wave of AI innovation could transform the business world. What is she looking for in investment opportunities? And why does Guo say enterprise software is prime for transformation in the AI era? She speaks to WSJ’s Christopher Mims and Tim Higgins on the latest episode of the Bold Names podcast.