Posts
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Where Will AI Run?
Rising energy costs and infrastructure issues associated with processing large compute models add a critical layer to the debate on running AI locally versus in the cloud. The energy consumption of large-scale AI models, both in training and deployment, has surged, creating significant operational costs and environmental concerns. Data centers, integral to cloud computing, require...
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Political Gambles and Macro Volatility
In week 1 of this year, we wrote a piece titled “Elections and Technology Implications,” where we laid out the timeline and consequences for this years record breaking election season. “In today’s world, every headline you come across echoes a year characterized by volatility, and this is not without reason. A staggering $44 trillion in...
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Join our Research Team
Conversion Capital is at the forefront of identifying and nurturing the next generation of disruptive startups that enable the global economy. As an early-stage venture capital firm, our investment philosophy is centered around supporting visionary entrepreneurs across multiple sectors and helping them shape the future of technology and business. Our team is composed of experienced...
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The Interchange Model is Evolving
The economic relationship between the major US card networks, merchants, and consumers has fundamentally changed. Visa and Mastercard settled with US merchants, and will now allow them to charge consumers additional fees at the checkout for using their cards, and push their customers to lower cost cards with different pricing strategies: Visa Inc. and Mastercard Inc. agreed to...
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Join our Investment Team
We are looking to hire an Associate specializing in AI/ML to join our growing investment team at Conversion Capital. Since our inception, our thesis has centered around partnering with exceptional founders leveraging technology to drive the US and global economy. Historically, adoption has been twice as fast with each new platform shift (Analog, PCs, Internet...
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The United States of AI Dominance
Two things became abundantly clear this week: 1) The United States economy is finding another gear. 2) Generative AI and domestic technology companies are the strongest growth engine in the world, and stand to further supercharge economic decoupling. Several economic indicators came in that further bolstered the case for a stronger US economy than many...
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A New Naval Warfare Paradigm
“A good Navy is not a provocation to war. It is the surest guaranty of peace.” – President Theodore Roosevelt’s State of the Union address, 1902 Just as has happened many times in centuries past, new technologies are upending naval warfare strategies and tactics. The history of naval warfare strategy stretches through centuries of technological innovation,...
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Welcoming our New Venture Partner
I’d like to welcome Andrés Sucre, co-founder and CEO of logistics company Reservamos, as our new Venture Partner based in Mexico City, focused on supply chain and logistics technology. There is no denying the unprecedented growth in export manufacturing and trade that Mexico and the United States have achieved in recent years. For the first...
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Welcoming Our New Venture Scout
Im excited to announce the addition of Steven Li to the Conversion Capital team, as a Venture Scout focused on Pre-Seed investments in AI/ML and fintech. Steven is an experienced software engineer who currently works on Generative AI Safety at Meta; previously, he built the Treasury product at our portfolio company Frec; worked on search...
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Defending US Critical Infrastructure
Defending US Critical Infrastructure US infrastructure across energy, communications, transportation, waste, and water systems is increasingly vulnerable to cyberattacks. This is a result of both the growing sophistication of cyber threats and the integration of new technologies into these critical systems (historically, infrastructure was less interconnected and more isolated). With the integration of digital technologies...
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Welcoming Our New Venture Partner
Welcoming Troy Bannister as our new Venture Partner to expand our focus into the healthcare industry. The healthcare industry is undergoing a significant transformation driven by exponential advancements in technology and science. To capture this opportunity, we are excited to welcome Troy Bannister, Founder and former CEO of Particle Health, to Conversion Capital as our...
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Chip Ambitions
Taiwan remains the epicenter of AI hardware infrastructure, which is why this month’s presidential election was in part a bellwether for the security of AI chip supply chains. Lai Ching-te of the Democratic Progressive Party (DPP) was elected President of Taiwan in a three-way contest with 40% of the vote, marking a third term for...