Theory Ventures

@Theoryvc

Theory Ventures is an early-stage venture capital firm based in SF. We invest $1-25m in software companies that leverage technology discontinuities.

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Theory Ventures
@Theoryvc
Aug 19
On our latest episode of In Practice @BEBischof sat down with @ethanyish (CEO, @AlliumLabs) to discuss: -> why a blockchain is a Turing machine, not a database -> how one wallet balance = replaying history to 2009 -> 12,000 dbt models, ~30PB, 3% the size of the web -> why AI
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Theory Ventures
@Theoryvc
Sep 4
More tokens per megawatt -> higher revenue per megawatt -> more profit into the next training run.
Tomasz Tunguz
@ttunguz
Sep 4
Model companies buy electricity by the megawatt and resell it as cognitive work. Anthropic's revenue has run as high as $50m per megawatt, against $10-15m of compute.
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Theory Ventures
@Theoryvc
Aug 28
When hundreds/thousands of new features ship every month, how do you coordinate project planning? Customer success? Sales enablement? Andy Triedman on what has to change:
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Theory Ventures
@Theoryvc
Aug 26
Article
A Startup With 10,000 Engineers
Over the past few decades, software organizations have converged on a standard operating stack: work in a local IDE, ship code to GitHub, tickets in Jira or Linear, conversations in Slack. But...
Theory Ventures
@Theoryvc
Aug 18
Custom software is cheap to spin up, but expensive to keep. @BEBischof on @MTSlive talks about the industry's growing tech debt and the type of platforms needed to reduce it.
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