Conviction
392 posts
Conviction
@conviction
a early-stage venture capital firm purpose-built for Software 3.0 🔧, stan account for the revolutionaries
Katılım Haziran 2022
198 Takip Edilen12.1K Takipçiler
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 vinyl bar 5 min from coex
luma.com/2ljpvuxf
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Conviction retweetledi
come hang! @quadrillion_ai x @latent_health x all of our AI for Science friends 👾
5pm today, right next to COEX
e chi@echinaceous
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 vinyl bar 5 min from coex luma.com/2ljpvuxf
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Conviction retweetledi
Conviction retweetledi
Conviction retweetledi
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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😮💨
Gabe Pereyra@gabepereyra
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 can use all Harvey product surfaces - Command center (EA) - monitor adoption and ROI by use case - Contract intelligence (EA) - agentic contracting platform for enterprises Eng - Migration to cloud agent infrastructure - Integrating open source inference providers - Scaling document processing (54TB / week) AI - Legal Agent Bench - Open source post training - Published multiple research directions with partners We invested heavily in cloud agent infrastructure at the end of last year and in Q1. In Q2 we also unified many of our product surfaces (collapsed as @winstonweinberg says) by making them all tools accessible by our cloud agents. Prior to this, there were a lot of capabilities in Harvey that were often only discovered by power users. As cloud agents get better and our product becomes more connected we are seeing users discover more of the product by learning from their agents (see plot of product surfaces per user).
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Conviction retweetledi
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
Matt MacInnis@stanine
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 retweetledi
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 those models operate, get feedback, and improve.
Tara, our autonomous research agent, is embedded in our ever-expanding datasets, lab-generated and synthetic, and built to test and evolve the hypotheses frontier models generate, matching the pace at which they produce new ideas.
By keeping those models grounded in a vast space of high-precision biological data, we believe we can compound biological reasoning and close the impedance mismatch between hypothesis generation and validation.
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Conviction retweetledi
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 to know the difficulty of the task. "Fix xyz bug" could be a one-line edge case or could require rearchitecting your entire product; you can't know until you've actually investigated the code.
How do you solve these problems? Well, you need evals that account for style and behavior, not just pass/fail. And you need the agent to be able to dynamically update and re-route. We built Devin Fusion with both of these points in mind and found that it reduces costs by 30-40% while still maintaining the frontier intelligence "smell":
Cognition@cognition
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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Conviction retweetledi
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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Conviction retweetledi
Conviction retweetledi
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 retweetledi
.@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.
Tuhin Srivastava@tuhinone
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Conviction retweetledi
Conviction retweetledi
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.
Cognition@cognition
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 retweetledi
Conviction retweetledi
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
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/amyfeldm…
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Conviction retweetledi
@jgreze @TownAI @arampell @a16z @kirstengreen @ForerunnerVC @firstround @altcap Congrats Jean-Denis, Tony and team! 💜
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Conviction retweetledi
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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