Conviction (@conviction) / X

Conviction

380 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
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...
53K
Conviction reposted
sarah guo
@saranormous
Jun 17
It’s our next Mixture of Experts! Find the next breakout team to join here:
27K
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
161K
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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626K
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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2.2M
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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620K
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...
608K
Conviction reposted
JustFreshKicks
@JustFreshKicks
May 31
This pic goes hard.
2M
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.
168K
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...
261K
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
7.1K
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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85K