Conviction (@conviction) / X

Conviction

387 posts

Conviction

@conviction

a early-stage venture capital firm purpose-built for Software 3.0 🔧, stan account for the revolutionaries

Joined June 2022

Conviction
@conviction
10h
😮‍💨
Gabe Pereyra
@gabepereyra
10h
Q2 recap for @harvey - +$100M NNARR - 53% DAU/MAU Key hires (including Q1) - Anique (CPO) - prev VP of Product at Rippling - Rachel (CMO) - prev CMO at Notion - Brooks (CISO) - prev CISO at Roblox - Keith (CSO) - prev CPO at Google Product - Agent unification - cloud agents
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Conviction reposted
sarah guo
@saranormous
Jun 30
Many parts of venture don’t make any sense to founders, and hanging out with the great but always surprising @stanine, being forced to explain how VC works, reminded me of that
Matt MacInnis
@stanine
Jun 30
Founders step on every rake in the garden trying to figure out the Valley. I know, because my forehead is full of rake marks. I decided to interview some of the best investors about where the rakes are hidden in a new series called First Principles, starting with @saranormous.
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Conviction reposted
Nima Alidoust
@nalidoust
Jun 29
Today we are introducing Tara. Biological datasets are a source of insights and a means to train biological AI models. As the ability to reason at scale emerges, they take on a new role: the ground truth for testing what reasoning models produce, and the environment in which
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Conviction reposted
Scott Wu
@ScottWu46
Jun 29
Model routing is a hot topic but there are two challenges to doing routing for coding agents: 1) Even if different models can pass the task, there are subtle differences in behavior & style that mean they aren't perfectly interchangeable. 2) The initial agent prompt isn't enough
Cognition
@cognition
Jun 29
Conventional model routing sucks. It passes benchmarks but fails to write code you'd actually merge. Introducing Devin Fusion, a new hybrid-model harness for agentic coding. In testing, it reduces the cost of Fable-level intelligence by 35% and still feels good to use.
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Conviction reposted
Jake Adler
@jakeadler
Jun 28
Assembling a team of EEs/MEs at @pilgrimlabs to deploy biotechnology to the battlefield, starting with autonomous pathogen detection. We have multiple federal deployments this year, with the next one in 58 days. Come help build the first American biology prime 🏴‍☠️ Link below
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Conviction reposted
Joshua Xu
@joshua_xu_
Jun 25
Article
I built a $200M ARR company because I hate being on camera
HeyGen crossed $200M ARR this week. We doubled in eight months. But the number I keep looking at is not the revenue. It’s the 30 million people who decided that the way they show up on video is...
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Conviction reposted
Alex Konrad
@alexrkonrad
Jun 25
EXCLUSIVE: AI video startup HeyGen has reached $200M in ARR, doubling its revenue in 8 months. More impressively, HeyGen did it while staying cash flow break-even for 2026 and years prior, CEO Joshua Xu says. The startup's burned just $25M in its history 🔥 My story below 👇
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Conviction reposted
sarah guo
@saranormous
Jun 22
.@baseten is building the Inference Cloud, and has raised another $1.5B to invest aggressively in their capacity, infrastructure platform and research products. Today, they serve the leading AI-native companies who want to own and improve their intelligence. These frontier
Tuhin Srivastava
@tuhinone
Jun 22
Article
Announcing our Series F
Today, we are thrilled to announce Baseten’s $1.5B Series F, led by Altimeter Capital, Conviction Partners, and Spark Capital, co-led by Sands Capital and Wellington Management, with participation...
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Conviction reposted
sarah guo
@saranormous
Jun 17
It’s our next Mixture of Experts! Find the next breakout team to join here:
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Conviction reposted
Scott Wu
@ScottWu46
Jun 4
Measuring someone's productivity by their token usage is a horrible idea. Giving everyone the same fixed token budget isn't much better. So what's the right way to roll out AI across your org? We built a system to measure how many productive engineering hours every Devin task is
Cognition
@cognition
Jun 4
AI should earn its keep. Introducing the AI Productivity Guarantee. If Devin delivers less engineering value than you’re paying for, Cognition will fund your usage until it does, up to $10 million. It’s time for the AI industry to stop maximizing tokens and start maximizing
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Conviction reposted
HeyGen
@HeyGen
Jun 4
Cinematic_avatar api is live keep your likeness, add cinematic range and build your video pipeline via your coding agent install HeyGen CLI + HyperFrames skill to create launch videos like ours docs and cli setup in thread ↓
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sarah guo
@saranormous
Jun 4
Congrats team @chaidiscovery — a team that is not only training AI models to accelerate science, but rapidly deploying them with the leading pharma companies of the world We will see better therapies, faster because of Chai 🧬
Jack Dent
@jackdent
Jun 4
I’m delighted to announce @chaidiscovery's collaboration with @pfizer. Their scientists will deploy our AI platform to accelerate drug discovery, including early access to our latest frontier model Chai-3. You can learn more about this partnership and our momentum in
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Conviction reposted
Ideogram
@ideogram_ai
Jun 3
Introducing Ideogram 4.0: the best open image model in the world. Think it. Make it. Own it. Download the weights, fine-tune on your own data, and run it on your hardware. Live on every Ideogram plan and the API today.
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