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Conviction
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Conviction
@conviction
a early-stage venture capital firm purpose-built for Software 3.0 🔧, stan account for the revolutionaries
conviction.com
Joined June 2022
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  • Conviction reposted
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    Bella ✈️ ICML
    Conviction
    @igarciacamargo
    Jul 10
    come hang! @quadrillion_ai x @latent_health x all of our AI for Science friends 👾 5pm today, right next to COEX
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    e chi (@ ICML 2026!)
    Quadrillion Labs
    @echinaceous
    Jul 9
    we (quadrillion) are unexpectedly running ANOTHER social at ICML 2026! cohosted with @conviction, we're chatting everything AI for science — especially where the problems are hard to verify and the data is messy come through friday night at 5:30pm! we've booked out a wonderful
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  • Conviction reposted
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    Baseten
    @baseten
    Jul 7
    Thank you, @tbpn, for having our CEO @tuhinone on to talk about how companies of all sizes are investing in owning their intelligence with specialized, open-source models.
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  • Conviction reposted
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    Bella ✈️ ICML
    Conviction
    @igarciacamargo
    Jul 6
    hosting an intern event July 15th @ secret warehouse for the most cracked summer interns in SF🏎️ DM if you or your interns want to join :)
    39K
  • Conviction reposted
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    Alfred Wahlforss
    Listen Labs
    @itsalfredw
    Jul 2
    Our intern just built the first zero-person company. Listen's agent ran a loop: - Interview users - Build - Test with real people - Fix issues - Repeat 2,000 interviews and 100 concepts later: an app with 100s of paying customers. Here’s how it works:
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    561K
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    Conviction
    @conviction
    Jul 1
    😮‍💨
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    Gabe Pereyra
    Harvey
    @gabepereyra
    Jul 1
    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
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    sarah guo
    Conviction
    @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
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    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
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    Nima Alidoust
    Tahoe
    @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
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    Scott Wu
    Cognition
    @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
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    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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    104K
  • Conviction reposted
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    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
    24K
  • Conviction reposted
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    Joshua Xu
    HeyGen
    @joshua_xu_
    Jun 25
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    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
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    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
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    sarah guo
    Conviction
    @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
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    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...
    57K
  • Conviction reposted
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    sarah guo
    Conviction
    @saranormous
    Jun 17
    It’s our next Mixture of Experts! Find the next breakout team to join here:
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  • Conviction reposted
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    Scott Wu
    Cognition
    @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
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    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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