# Sarah Kunst

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GOOGL ‘Invented AI as We Know It’, PLTR ‘Really Expensive’

Sarah Kunst says Nvidia (NVDA) and Alphabet (GOOGL) are being “punished for doing a good job,” but it could be people taking gains after a great run. The tech sector is seeing a bifurcation, with some names being punished as investors go back to fundamentals, she argues. She likes GOOGL’s stock, sa…

When do tech companies need to be consistently profitable?

The social media company Snap recently announced it’s laying off about 1,000 workers — 16% of its employees. The company said these changes will reduce costs by more than half a billion dollars and help establish a path to net income profitability. This move comes after one of Snap's investors, Ire…

Bloomberg Surveillance TV: May 8th, 2026

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at Council on Foreign Relations Frances Donald, Senior VP & Chief Economist at RBC Sarah Kunst, Managing Director & General Partner at Cleo Capital See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: August 3rd, 2026

Featuring: Jeremy Stretch, Chief International Strategist at CIBC Sarah Kunst, Managing Director & General Partner of Cleo Capital IBM Vice Chairman Gary Cohn See omnystudio.com/listener for privacy information.

Sarah Kunst | Cleo Capital

· udskrift
Sarah Kunst is a sole GP who has been on both sides of the table: operator roles at companies like Chanel, Red Bull, and Apple, a founder whose own startup wound down, and a Sequoia scout before raising a roughly $3M first fund in 2018. That combination shows up in how she sources. She invests pre-…

Bloomberg Surveillance TV: August 10th, 2026

Featuring: Eric Johnston, Chief Equity & Macro Strategist at Cantor Fitzgerald Sarah Kunst, Managing Director & General Partner of Cleo Capital Emily Bannister, Head of Private Credit at Wellington See omnystudio.com/listener for privacy information.

Buying the dip on tech stock and the jobs report

The Market Hang panel discusses whether it's time to buy the dip in tech stocks, Meta's (META) move into the enterprise space, and what to watch in the upcoming jobs report. Today's Market Hang panel consists of host Turney Duff, Barron's associate editor Al Root, Kelly Intelligence founder Kevin K…

How Hollywood is already adopting AI to cut down on production costs

Outside of tech, the entertainment industry and studios are also adopting AI to reduce production costs. Today's Market Hang panel consists of Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber, Yahoo Finance's Pras Subramanian, Kelly Intelligence founder Kevin Kelly, and Cleo Capital …

Bloomberg Surveillance TV: October 13th, 2026

Featuring: Mike Wilson, CIO & Chief US Equity Strategist for Morgan Stanley Sarah Kunst, Managing Director & Founder of Cleo Capital George Saravelos, Managing Director & Global Head: FX Research at Deutsche Bank See omnystudio.com/listener for privacy information.