Conviction (@conviction) / X

Conviction

378 posts

Conviction

@conviction

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

Joined June 2022

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
159K
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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622K
Conviction reposted
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
12K
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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2.1M
Conviction reposted
Jean-Denis Greze 💡
@jgreze
Jun 3
Today, we’re launching @TownAI: the AI assistant that learns you. We’re coming out of beta with a $55M Series A led by @arampell at @a16z, with participation from @kirstengreen at @ForerunnerVC and continued support from @firstround, @altcap, and @conviction. Right now, getting
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Conviction reposted
Mike Vernal
@mvernal
Jun 1
Article
The Death of the Three-Act Playbook
There used to be a pretty straightforward playbook for building an enterprise software company. Act I – The Wedge (aka Unbundling) Start with some feature or market niche that was underserved by...
606K
Conviction reposted
JustFreshKicks
@JustFreshKicks
May 31
This pic goes hard.
1.9M
Conviction reposted
Bret Taylor
@btaylor
May 29
Sierra just hit $200M in ARR. It took seven quarters to get to $100M, and only two more quarters to add our next $100M. Proud of the team and very grateful to our customers and partners.
Bret Taylor
@btaylor
Nov 21, 2025
Sierra just hit $100M in ARR, just seven quarters since we launched in February 2024. @claybavor and I are very grateful to our customers and proud of the Sierra team, who has redefined the meaning of intensity and craftsmanship. I have never had this much fun in my career.
167K
Conviction reposted
Ido Pesok
@ido_pesok
May 29
Article
Verifying Agentic Development at Scale
What we’ve learned building end-to-end testing capabilities in Devin’s virtual machine. 3 months ago, I joined Cognition to help build the future of software engineering. Devin has come a long way...
259K
Conviction reposted
OpenEvidence
@EvidenceOpen
May 30
Most doctors use OpenEvidence the obvious way: ask a clinical question, get an evidence-based answer. That’s the front door. The interesting stuff is everywhere else in the house. Christian Pean, MD, who writes Techy Surgeon Substack, put together ten ways he uses it that go
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Conviction reposted
Sunday
@sundayrobotics
May 22
1,709 → 72,000 sq. ft. in two years Welcome to Sunday’s new HQ.
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81K
Conviction reposted
Mike Vernal
@mvernal
May 27
Hardest working and best venture investor I have ever seen. Congrats @saranormous!
Dannie Herzberg
@DannieHerz
May 27
Congrats to @saranormous, who somehow manages to be everywhere at once and shows up in a superhuman way for every team she backs. I/we feel the impact literally every day. Working with Sarah and @conviction is an unfair advantage. forbes.com/sites/rashishr…
16K
Conviction reposted
Scott Wu
@ScottWu46
May 27
Grateful for our customers, investors, partners, and most of all for our incredible team. Hard to believe it's only been two years. Still a long way to go to build the future of software engineering - we are hard at work every day on making Devin even better! If you haven’t
Cognition
@cognition
May 27
1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M. We launched Devin two years ago as the first AI software engineer. Since
Devin
From devin.ai
64K