Theory Ventures (@Theoryvc) / X

Theory Ventures

269 posts

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.

Joined August 2022

Affiliates Replies Media

Theory Ventures
@Theoryvc
Jul 15
Whose financial data does the Federal Reserve use to make policy decisions? Who’s partnered with Visa for signals on stablecoin transactions? And who informs BCG’s payments division? @AlliumLabs. Learn how their terminal helps close the gap between understanding &
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Theory Ventures reposted
ollama
@ollama
Jul 15
Ollama is back in NYC today! It's exciting to see more people and businesses realize the benefits of open models! Ownership. Affordable. Private. Thank you @Nasdaq and the @Theoryvc team.
Theory Ventures
@Theoryvc
Jul 14
The secret to infiltration is a great breakfast. Come join the most influential voices in cybersecurity at @BlackHatEvents, alongside Theory, Hubscale, Squared Circle,@NorwestVP, @sysdig, @Fin_Capital_VC, and Cloud Security Alliance. 📅 Thursday, Aug. 6 ⏰ 8-11am 🎯 For CISOs,
Theory Ventures
@Theoryvc
Jul 14
⛵ Can you chart an AI agent's next expensive move before it makes it @sailresearchco helps teams predict the wind with long-horizon agents:
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Theory Ventures
@Theoryvc
Jul 10
Three years ago we started Theory on the thesis that AI would reshape how software gets built, sold, and run. And it did -- but so much faster than anyone expected. Our conversation has shifted from model companies to larger opportunities: the inference layer to power it all,
Three Years In
From tomtunguz.com
Theory Ventures reposted
Tomasz Tunguz
@ttunguz
Jul 10
Three years ago, we launched Theory Ventures with a simple premise : AI would reshape how software is built, sold, deployed, & operated. Within that world, we would build a concentrated, thesis-driven firm. The market moved faster than even the most bullish expectations after
Theory Ventures
@Theoryvc
Jul 9
The best AI advantage isn’t a better model, it's owning the one you run. And @ollama is how you do it. 8.9M developers build on it (growing nearly another million each week), with 67K integrations and adoption in 85% of Fortune 500. Theory is proud to back founders @jmorgan
Theory Ventures
@Theoryvc
Jul 8
Your AI agent is about to capsize your compute budget, but @sailresearchco saw it coming ⛵
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Theory Ventures
@Theoryvc
Jul 7
Last call to join this Thursday’s office hours at 9am PT / 12pm ET! Join @ttunguz and Sunil Agrawal, CISO at @glean and former security leader at Bolt, Nutanix, Netflix, Adobe, and more. Frontier models are in attackers’ hands. We’ll be unpacking how the playbook changes as we
Theory Ventures
@Theoryvc
Jul 7
Security always comes second, and attackers know it. Our Head of AI @BEBischof sits down with @HarryWetherald, co-founder and CEO of @Maze_Security, for an In-Practice episode on the AI-driven arms race with attackers and what else teams can do since guardrails can't separate
Theory Ventures reposted
LanceDB
@lancedb
Jul 7
And that's a wrap on World's Fair in SF 🎉 Thanks to everyone who stopped by the booth to say hi and dive into LanceDB internals. Some of the best conversations happen at a conference booth and this year was no exception. It was great meeting everyone who came out to SPIN SF
Theory Ventures
@Theoryvc
Jul 6
Trillion is the new billion. But what does it take to manage such large & multimodal datasets for AI? @lancedb Co-founder and CTO Lei Xu unpacks new data infrastructure challenges, from storing large blobs, to trillion-size tables, and dealing with distributed pipelines. Watch
Theory Ventures
@Theoryvc
Jul 2
Agentic payments are already underway, but who owns the trusted financial data layer behind them? @AlliumLabs is building this future, and if you want to be a part of it, they're hiring:
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Theory Ventures
@Theoryvc
Jul 1
Our AI Engineer, Melanie, was happy to deliver a Codex reset today at @aiDotEngineer World's Fair. Thanks to @dkundel and @thsottiaux and ofc @OpenAIDevs
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