Felicis
2,281 posts
We are the true believers in founders who have the imagination, courage, and discipline to defy the odds and build something extraordinary.
- Felicis repostedEndurance is proud to announce our $54M Series A, led by @foundersfund, to develop subsea geothermal energy. We're building mass-manufacturable and mass-deployable generators to access terawatts of low cost, clean, baseload power.
- Felicis repostedThe bottleneck in AI isn't models anymore. It's power. Land is too contested. Space is too expensive. There's a third way: the seafloor. ~400°C heat half a km down, 2°C water on top — the best thermal gradient on Earth, and the cheapest electrons on the market. Why we invested
- Felicis reposted🚨 EXTRA IS NOW OPEN TO EVERYONE! 🎉 No more waitlist. No more invites. Today at #HumansInTheLoop we flipped the switch and also showed off our brand new “Handle It” feature. Go download Extra right now and start using it.
- Felicis repostedTomorrow is Humans in the Loop, and we @felicis are thrilled to featuring @extradotemail on stage as one of the companies pushing what's possible in consumer AI. @ngavini, is an n=1 leader: one of Pinterest's earliest and most tenured product execs, who helped build the company
00:00 - Two in five home health patients get turned away, not because care isn't available, but because the admin overhead costs more than the agency gets paid. $40B in referrals are rejected every year. That's the problem @AlexRWendland and Ryan Tolsma are rebuilding from scratch with
00:00 - Felicis repostedSupabase has raised $500M at a $10B valuation In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception. We do it as a “cashless transaction” so that employees don’t need to front
- Congratulations to @supabase on raising $500M at a $10.5B valuation! When Felicis first backed Supabase at Series B, the company had one of the strongest developer growth curves we'd seen; it's was one of the fastest growing on GitHub. The thesis was that open source,
00:00 - Felicis reposted64% of CISOs say "security for AI" will be at least as big as cloud security. A third say bigger. Who builds it? 80% said they want to evaluate the top new “security for AI” startups this year, and the majority think new AI-focused startups will underpin their strategy. New
- Felicis reposted58% of CISOs are securing AI agents with IAM built for humans. 56% can't count the agents running in their environment. @DanBartus, @NancyZWang, and I surveyed security leaders on where "security for AI" goes next. Our bet: agent runtime governance is the wedge.
- CISOs have budget for AI security. They are in search of a solution. 78% have a dedicated line item. 91% call their AI security program early-stage. Zero call it mature. New from @jakestorm_ @DanBartus, and @NancyZWang, from our spring survey of enterprise security leaders:
















