Chat about the next-gen of AI infra over some 🏓, how else would you want to spend your night after a long day at @aiDotEngineer World's Fair? 😄
Join @lancedb, @Theoryvc, and @ollama for a night of food, drinks, and competition! Tournament?? 👀
Theory Ventures
240 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
When @ethanyish set out to build @AlliumLabs, good data didn't exist for digital assets. Now, Allium serves as the trust and transparency layer that the industry was long missing. Congratulations again to the team on their $40M Series B today and all the momentum!
00:00- Every onchain product a bank ships depends on a trustworthy record. That record runs on @AlliumLabs. When we led their Series A, we bet they’d become the trusted data layer for onchain finance, and they have: revenue up 10x and 150+ enterprise customers. From tracking
- In town for AIE? Excited about the boundary between local and cloud AI infrastructure? Come for some back-and-forth with LanceDB, Ollama, and Theory Ventures at Spin on June 30th! 🏓 Food, drinks, and fierce competition: 📅 Tuesday, June 30 ⏰ 6:00–9:00 PM 📍 SPIN San Francisco
- Did you miss our GTM survey on Friday? After interviewing 111 founders, we found that AI expectations have grown but outcomes haven’t, there are fewer AI-driven layoffs than expected, performance is directly correlated to AI-deployment, and buyer-side AI changes objections.
- 111 founders. 25 questions on GTM. We discovered: AI expectations have grown but outcomes haven’t, the "AI = layoffs" narrative is mostly wrong (only 7% of founders frame AI as cost-cutting, companies cutting SDRs are actually underperforming), performance is directly correlated
- Is RL just fine-tuning under a new name? @tuomars( @nvidia ), @zedlewski( @togethercompute ), and @charles_irl ( @modal ) joined our Head of AI @BEBischof onstage at @AICouncilConf to answer this question. We also dug into how smart teams are compressing inference costs, who
- Is your organization stuck in the VisiCalc era for AI Skills? Our Head of AI, @BEBischof, is going to teach you how to think about skills for organizations. How to deploy and administer them, and what the new Skill-development-lifecycle looks like. As your company operating
- Frontier models are in attackers' hands now: Recon that took weeks takes hours. Phishing is flawless. Deepfake calls are clearing wire transfers. Exploit code writes itself. Every company is a target now — but the old playbook was built for human-paced adversaries. Join
- Script kiddies are growing up, and they’ve found new ways to cause trouble with LLMs. In this episode of In-Practice, Theory’s Head of AI @BEBischof chats with @DropzoneAI CEO & Founder @edwardxwu about how attackers are upleveling with AI co-conspirators.
00:00 - What does identity and access management look like when a single endpoint runs 10,000 agents? @Lemonade_Inc CISO Jonathan Jaffe breaks it down in our latest Office Hours. Full interview on Theory's YouTube: youtube.com/watch?v=mmhEpi…
00:00 - Can 90-95% of your threats really be investigated by agents? In this episode of In-Practice, our Head of AI @BEBischof spoke with @DropzoneAI's CEO & Founder Edward Wu to find out.
00:00 - AI coding remains an attractive market for generative AI right now. @ttunguz spoke with @CNBC’s @jordannovet on why, and shared that AI could eventually represent 30–60% of all R&D spend.
