Conviction retweetledi
@tonyzzhao built @sundayrobotics to $1B+ but his advice is anything but robotic 🌱
His @conviction Good Company ep is a must listen!
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Conviction
349 posts
Conviction
@conviction
a early-stage venture capital firm purpose-built for Software 3.0 🔧, stan account for the revolutionaries
Katılım Haziran 2022
196 Takip Edilen11.5K Takipçiler
Congrats team Ethos (Embed 3.0) on their Series A! The market for monetizing your expertise with AI
Daniel J. Mankowitz@DJ_Mankowitz
Today Ethos announces our $22.75M Series A led by @a16z, with participation from @generalcatalyst, @xtxmarkets, @MattEvantic, and @_CommonMagic. Ethos turns what you know into recurring income - matching your expertise to expert calls, research, AI training, fractional work, and full-time roles. 35,000 people are joining Ethos every week. People are making $10,000 every month on Ethos. AI shouldn’t replace you. It should make you irreplaceable. Build your profile at askethos.com.
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congratulations team Astrocade (Embed 4.0) on their $56M Series B! everyone can create games
Astrocade@PlayAstrocade
We raised $56M to help build the next era of interactive entertainment. Series B led by @sequoia, Series A led by Sea. Astrocade lets anyone create games with AI, play them with friends, and share them with millions. But this isn’t about replacing creativity. It’s about giving more people the tool to bring their taste, humor, stories, and craft to life. Today, the fun goes public.
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congratulations team Astrocade (Embed Winter '25) on their $56M Series B! everyone can create games
Astrocade@PlayAstrocade
We raised $56M to help build the next era of interactive entertainment. Series B led by @sequoia, Series A led by Sea. Astrocade lets anyone create games with AI, play them with friends, and share them with millions. But this isn’t about replacing creativity. It’s about giving more people the tool to bring their taste, humor, stories, and craft to life. Today, the fun goes public.
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Conviction retweetledi
LAB is the first long-horizon, open-source legal agent benchmark, from @harvey. it will help legal teams answer "what can legal agents do today?", plan deployment, and design human-agent cooperation. autonomous legal is a deep domain, and a good benchmark can accelerate progress
Gabe Pereyra@gabepereyra
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congrats to @nova_ai on their series a. emma, sam and the team are going after one of the biggest, most underserved surfaces in enterprise software: SAP, which runs the backbone for most big companies globally. we're glad to be backing them.
Emma@EmmaQian_
I'm thrilled to announce @nova_ai's $40M funding across a Series A led by @chemistry and a Seed led by @Accel, with participation from @conviction and SAP's venture arm SAP.iO.
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how do you build an extremely cracked full-stack robotics team (research, eng, hardware, product, design, data/ops, finance, marketing, talent) at warp speed? @niki4conviction talks to @sundayrobotics founder @tonyzzhao about it
Niki Nguyen@niki4conviction
@sundayrobotics went from @tonyzzhao and @chichengcc in an apartment to 70+ people, 1000+ memory developers and over $1B valuation in just 18 months. Tony breaks down the nuts and bolts of building a fullstack robotics company from scratch on this week's episode of Good Company 🔩 @conviction
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Conviction retweetledi
@sundayrobotics went from @tonyzzhao and @chichengcc in an apartment to 70+ people, 1000+ memory developers and over $1B valuation in just 18 months. Tony breaks down the nuts and bolts of building a fullstack robotics company from scratch on this week's episode of Good Company 🔩 @conviction
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I left Google DeepMind, moved from SF to NYC, all within 2 weeks to join @quadrillion_ai — to build the future of automated research intelligence with the highest slope founder and most talent dense team.
I grew up in Silicon Valley — the old Facebook office was my second home. I’d hang out there after school, drawing with my crayons while looking around at the sea of computers with lines of code. Since a young age, I felt empowered to have an array of interests beyond tech: piano, ballet, figure skating, art. The valley embraced diversity of thought, and that’s what inspired me to stay for Stanford and my career thus far.
But today, SF is one big hive-mind.
So, I moved to NYC, away from family and friends to build a company that doesn’t need to rely on a bubble to survive.
I’m meeting customers day after day in all kinds of verticals, connecting with them in different ways and seeing our product bring real value. Here, I’m able to live in diversity of thought.
I’m excited to build the future of research in the city of opportunity. Let’s chat if this excites you.
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Conviction retweetledi
We are excited to have @baseten as a day 0 launch partner for Kimi K2.6!
Their inference stack brings KV-aware routing, NVFP4 on Blackwell, multi-modal hierarchical caching, and prefill-decode disaggregation, so K2.6 runs the way it's meant to in production.
Try it out at: baseten.co/library/kimi-k…
Baseten@baseten
Kimi K2.6 has landed, and it is live on Baseten! We have baked in multiple inference optimizations so that you can leverage Kimi K2.6 in production right away. To run Kimi K2.6, Baseten uses: -> The Baseten Inference Stack with advanced optimizations, including KV-aware routing -> NVFP4 weights to unlock maximum performance on NVIDIA Blackwell GPUs -> Multimodal hierarchical caching for low-latency vision input -> Prefill-decode disaggregation for LLM inference optimization. Try it now at: baseten.co/library/kimi-k…
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Conviction retweetledi
Conviction retweetledi
As coding agents have become the standard for developing software, we've transformed Sierra's engineering interview process to be AI-native. We've documented our lessons here, and very curious how others in the industry are navigating sierra.ai/blog/the-ai-na…
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Conviction retweetledi
First, to get you started, we've created 23 tutorials to walk you from the API basics to advanced training techniques and deploying models into production.
tinker-docs.thinkingmachines.ai/tutorials/
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Conviction retweetledi
Seedance 2.0 is now in HeyGen
Everyone's using Seedance to generate cinematic video with any character. We just made that character you.
Introducing Avatar Shots - your likeness, consistent across scenes. Dynamic motion. Multiple avatars in the same shot.
Same face. Way more range.
Only available through business email verification for all regions except US and Japan.
RT + comment "SEEDANCE" for 100 HeyGen credits (must follow)
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Conviction retweetledi
Conviction retweetledi
.@gabepereyra is consistently early. intelligence is getting cheap, but judgment / coordination are $$. @harvey has an agent that picks up work off incidents, bug reports, and slack msgs on its own — and getting work done faster than anyone can review. they are AI-native, but the pace is still hitting them in the face
most companies were not built for this, and they're next
Gabe Pereyra@gabepereyra
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Conviction retweetledi
Conviction retweetledi
The loudest story about AI is a lonely one. One person with an army of chatbots. Other humans are friction.
That gets the future wrong. The best things aren’t built alone.
In a moment of change, we want to remind the world (and ourselves) what Notion stands for:
— Think Together
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Conviction retweetledi
Our researchers have been running autoresearch loops on Baseten Training for months. It's now a core part of how we work.
Set it up in 7 minutes today.
Raymond Cano@vim_dzl
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Conviction retweetledi
In 2024, @ScottWu46 & @russelljkaplan launched Devin, the first AI software engineer.
In the first two months of 2026, Devin usage surpassed all of 2025. They help huge companies finish projects in months, that previously took years.
Fun to catch up, and play Ricochet Robots.
American Optimist@AmOptimistShow
EPISODE 147: The New Era of Software Abundance @JTLonsdale visits @ScottWu46 & @russelljkaplan at @cognition HQ 00:00 Episode intro 01:35 Why technical talent & execution matters in AI 06:10 Do young people have an edge in the AI era? 08:26 Cognition's rapid growth 11:55 The new era of software abundance 14:30 Cognition engineers don't type code anymore 19:20 "Never sleep while Devin is idling" 21:25 The case for AI disinflation 23:50 How Devin generates 12X productivity gains 28:25 Cognition for government / taking on complex, broken systems 36:40 The AI race / competition with Anthropic 39:00 Forward deployed engineers? 43:40 How fast are LLMs improving? 47:10 The AI-led small business explosion
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