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Conversion Capital
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@ConversionCap

Conversion Capital

@ConversionCap
Backing Infinite Teams in Infinite Markets | conversioncapital.substack.com
SF | NYC | London
ConversionCapital.com
Joined April 2012
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  • Pinned
    @ConversionCap
    Conversion Capital
    @ConversionCap
    Jun 28, 2022
    We are humbled and excited to announce Conversion Capital Fund III, our latest early stage fund focused on fintech and infrastructure investments.
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    Announcing Fund III
    From conversioncapital.com
  • @ConversionCap
    Conversion Capital
    @ConversionCap
    Aug 19
    🏅🏅🏅🏅🏅🏅🏅
    @cognition
    Cognition
    @cognition
    Aug 18
    Thanks for the great week, Tashkent! #ioi2026 Cognition is proud to sponsor this year's IOI and support the new generation of competitive programmers.
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  • @ConversionCap
    Conversion Capital
    @ConversionCap
    Jun 30
    Congratulations to the @Etched team. AI is entering the phase where infrastructure becomes the bottleneck and companies solving inference at scale will define the next decade.
    @Etched
    Etched
    @Etched
    Jun 30
    We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.
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  • @ConversionCap
    Conversion Capital
    @ConversionCap
    May 27
    Incredible growth in such a short period of time. The future of software engineering is being built by @cognition
    @cognition
    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
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  • @ConversionCap
    Conversion Capital
    @ConversionCap
    May 11
    Conversion Cap portco co-founder & ceo
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    The Wu Tapes: Q&A with Cognition's Scott Wu
    From colossus.com
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