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

Conviction retweeted
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
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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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.@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 customers need special-forces support and frontier scale. Baseten wins by helping these demanding, sophisticated customers do more than they could on their own, in their unique domains — embedding engineering and research capabilities, offering a truly elastic cloud, and providing tools for full-stack and complete-loop optimization. Everything we see at @Conviction suggests we remain <1% into the wide and explosive demand for inference, and the world is still beginning to imagine the ways and volume at which we will use computational intelligence. We are continuing to invest in the cracked, principled and maximally ambitious team at Baseten. We’ve been believers since day one — but the scale of the problem and the opportunity means it still feels like day one to us.
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Conviction retweeted
It’s our next Mixture of Experts! Find the next breakout team to join here:
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Conviction retweeted
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 worth, validated against a dataset of real engineers’ times estimates. The goal is to answer the fundamental question that companies are grappling with: how much real value are you getting from each of your agent sessions? On top of that, we're giving an AI productivity guarantee! Now if Devin delivers less engineering value than you're paying for, we fund your usage until it does. The whole industry needs to move from measuring activity to measuring output. We hope to see more AI companies taking this approach.
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 productive output.
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Conviction retweeted
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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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 🧬
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 @amyfeldman's feature in @Forbes out today forbes.com/sites/amyfeldman/…
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Conviction retweeted
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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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 real value from AI means prompting, configuring, building workflows, managing agents. We think that’s backwards. The future of AI is a companion that already knows you and how you work. Town connects across your inbox, calendar, Slack, docs, messages, and workflows to understand what you need, then starts doing the work with you. Drafting. Scheduling. Project tracking. Follow-ups. Context gathering. Multi-step tasks. And it only acts when you say so. All adapting to your voice, priorities, routines, and relationships over time. Your Townie is the AI assistant you actually need.
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Conviction retweeted
This pic goes hard.
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Conviction retweeted
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.
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. (Photo is Clay signing the contract that crossed the $100M mark) sierra.ai/blog/100m-arr
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Conviction retweeted
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 past the search. The one that surprises doctors most isn’t clinical at all. techysurgeon.substack.com/p/…
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1,709 → 72,000 sq. ft. in two years Welcome to Sunday’s new HQ.
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Hardest working and best venture investor I have ever seen. Congrats @saranormous!
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/rashishriva…
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Conviction retweeted
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 tried it in a bit, check it out and let us know what you think: devin.ai
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 then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.
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Conviction retweeted
it’s been such a joy to work with Ronak, Michael, Arjun & team Trajectory is taking on of the most important areas in AI with real tenacity: building the platform for self-improving software. congratulations @trajectorylabs 🚀🚀🚀
Today, @MichaelElabd, @QuantumArjun, and I are excited to announce Trajectory. We are a research lab and product company building the platform for Continual Learning. Our platform unlocks the signal already sitting in product usage, so companies can continuously post-train large-scale agentic models that outperform the frontier. @trajectorylabs We’ve raised $15M from @Conviction, @BessemerVP, @radicalvcfund, @jeffdean, @drfeifei and more. We’re partnering with some of the best AI-native companies: @ClayRunHQ @Harvey, @DecagonAI, @mercor_ai, @RogoAI to power their agentic systems, some of which we are already in production with. We’ve brought together a world class research team from DeepMind, OpenAI, Apple, Meta Superintelligence, Amazon AGI, Scale AI, and an elite product team from Stripe and Figma. AI will never again start on day one. Every correction, every retry, every edit will make products smarter. This is Continual Learning.
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