Conversion Capital

@ConversionCap

Backing Infinite Teams in Infinite Markets | conversioncapital.substack.com

SF | NYC | London

ConversionCapital.com

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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.
Announcing Fund III - Conversion Capital
From conversioncapital.com
Conversion Capital
@ConversionCap
Sep 25
Team, Market, Product. Rarely do you get all 3. Code is the foundational layer of the global economy. Every company and government is a software company. @cognition is just getting started.
Cognition
@cognition
Sep 25
Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.
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Conversion Capital
@ConversionCap
Aug 19
🏅🏅🏅🏅🏅🏅🏅
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.
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
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.
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
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