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Theory Ventures

@Theoryvc

Theory Ventures is an early-stage venture capital firm based in SF. We invest $1-40m in software companies that leverage technology discontinuities.

 San Francisco
theoryvc.com
Joined August 2022
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  • Followers4.2K
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Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)Photo by Theory Ventures (@Theoryvc)
We have got something hot and fresh coming soon! The Great Business Bakeoff: An AI Agent Hackathon on Dec 11 in San Francisco Join us and @sailresearchco, @motherduck, and @lancedb. Thank you, chef!
Bryan Bischof fka Dr. Donut (@BEBischof) profile pictureBryan Bischof fka Dr. Donut
@BEBischofNov 6
A rat can run a restaurant, but can an agent run a bakery? Welcome to The Great Business Bake Off: our AI Agent Hackathon. On December 11, you and your agents get five hours to make the most profitable bakery in town. Spots are limited: theoryvc.com/bakeoff
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Every job has two parts: the work, and logging the work. Arvind KC, @OpenAI’s Chief People Officer, thinks AI coworkers should own the latter.
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Watch the full episode here: youtube.com/watch?v=-Dsk_CLU…
Beyond Automation at OpenAI: Rethinking Leverage, Leadership, and the Human Edge

Beyond Automation at OpenAI: Rethinking Leverage, Leadership, and the Human Edge

In this Office Hours, Tomasz Tunguz spoke with Arvind KC (“KC”), Ch...

youtube.com
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AI’s Bottleneck Isn’t the Model

AI’s Bottleneck Isn’t the Model

Article · @Theoryvc
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A big congrats to @ollama and @artemis_sec on making @theinformation's 50 Most Promising Startups of 2026! Lucky to work alongside both teams.
The Information’s 50 Most Promising Startups 2026, with the Ollama and Artemis logos.

ALT The Information’s 50 Most Promising Startups 2026, with the Ollama and Artemis logos.

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Image from Theory Ventures (@Theoryvc)
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Experimentation's Second Act

Experimentation's Second Act

Article · @Theoryvc
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Theory Ventures retweeted
Mike Choi (@guard_if) profile picture
Mike Choi
@guard_ifNov 9
launching sidequest: get paid for using claude. second wave of invites going out today install the mod > use claude as usual > get paid via @stripe works in the claude mac app + cli
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Why We Built a VC Firm Like an Intelligence Agency: SIGINT

Why We Built a VC Firm Like an Intelligence Agency: SIGINT

Article · @Theoryvc
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Three questions for anyone building right now: What’s your most leveraged capability? How do you lead when you’re directing agents? What’s your edge when everyone has the same models? @OpenAI exec Arvind KC takes them on with @ttunguz Friday, 10am PT. gatsby.events/theory-venture…
Beyond Automation at OpenAI: Rethinking Leverage, Leadership, and the Human Edge

Beyond Automation at OpenAI: Rethinking Leverage, Leadership, and the Human Edge

gatsby.events
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Theory Ventures retweeted
Sail Research (@sailresearchco) profile picture
Sail Research
@sailresearchcoNov 3
Introducing Sail for Startups. Get up to $10,000 in free credits for inference and Sailboxes, direct support from our team in Slack, and exclusive Sail swag. Run agents and rollouts on Sailboxes: fully elastic sandboxes with infinite runtimes, persistent state, and pricing based on the compute and memory you actively use. Use Sailboxes on their own or pair them with leading open models through our inference API. If you’re a startup and want to move faster with Sail’s agent infrastructure, tell us what you’re building at sailresearch.com/startups!
Image from Sail Research (@sailresearchco)
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Tomorrow night: the Data Outpost kickoff party in SF. Theory, @MotherDuck, @EssenceVenture and @ZettaVentures are hosting heads of data, data engineers, AI leads and the founders and CTOs building on their data. Request a spot: luma.com/0ybaphml?utm_source…
Data Outpost Kickoff Party with MotherDuck, Essence, Theory and Zetta. · Luma

Data Outpost Kickoff Party with MotherDuck, Essence, Theory and Zetta. · Luma

Start your conference week off right. Hosted by Essence, Theory, and Zetta, alongside with the MotherDuck team for a kickoff party before the Data Outpost…

luma.com
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StepSecurity tracked 56 supply chain attacks in twelve months, roughly one every three days. The post argues security is AI's third product-market fit. 🧵
78,330 secrets stolen from 2,186 organisations in five days. StepSecurity, one supply chain campaign; victims included 92 public companies

ALT 78,330 secrets stolen from 2,186 organisations in five days. StepSecurity, one supply chain campaign; victims included 92 public companies

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By the numbers:
By the Numbers. $175b: the security market last year, growing 13% a year before security entered the token path. 76%: the rise in ransomware against financial firms in the first quarter, after 30% growth last year. 48% to 132%: Anthropic's quarter-over-quarter revenue growth after Opus 4.5 launched with a lower cost per task. 5 or 6 to 50-60: the agents a sophisticated user juggles at once today, and the count the post expects tools to handle next.

ALT By the Numbers. $175b: the security market last year, growing 13% a year before security entered the token path. 76%: the rise in ransomware against financial firms in the first quarter, after 30% growth last year. 48% to 132%: Anthropic's quarter-over-quarter revenue growth after Opus 4.5 launched with a lower cost per task. 5 or 6 to 50-60: the agents a sophisticated user juggles at once today, and the count the post expects tools to handle next.

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Every post, chart and video from the week, in one email: theoryvc.com/newsletter?utm_…
Newsletter — Theory Ventures

Newsletter — Theory Ventures

Get the latest in AI & data from Theory Ventures, straight to your inbox. One email a week with our newest theses, research and conversations.

theoryvc.com
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