Theory Ventures (@Theoryvc) / X

Theory Ventures

250 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

Theory Ventures
@Theoryvc
8h
How better to spend an evening after a great conference, than a slow boat out to sea! We had a great time at @AICouncilConf and our accompanying event Ship It, co-hosted with @lancedb and @motherduck. Our Head of AI @BEBischof led a talk track on inference systems plus moderated
AI Council 2026 Recap
From theoryvc.com
938
Theory Ventures
@Theoryvc
10h
Join @ttunguz and Sunil Agrawal, CISO at @glean & Emmy-award-winning technology innovator with 40+ security patents, next Thursday for a virtual Office Hours on battling AI adversaries. Sunil previously served as Bolt's Head of Security and held security leadership roles at
gatsby.events
Office Hours: Defending Against AI-Powered Attackers
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Theory Ventures
@Theoryvc
Jun 29
As token costs keep climbing 📈, where else can we find efficiency gains? Partner @SpencerFarrar dug into how @sailresearchco is answering this question with more efficient inference and long-horizon agents. We're proud to back their Series A.
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Theory Ventures reposted
LanceDB
@lancedb
Jun 29
Replying to @lancedb and @aiDotEngineer
2/3 Two side events if you want off the floor 🕺 Tuesday 6/30: LocalServe at SPIN SF with @Theoryvc and @ollama. Ping pong tournament, drinks, and infra conversations. Register:
Local Serve · Luma
From luma.com
228
Theory Ventures
@Theoryvc
Jun 26
If you care about where AI infrastructure is headed, clear your calendar for next Tuesday June 30, 6-9pm. Local Serve will bring builders together to compare notes on local and cloud AI (and get a few games of ping-pong in!), hosted by Theory Ventures, @ollama, and @lancedb. 🏓
Local Serve · Luma
From luma.com
235
Theory Ventures
@Theoryvc
Jun 25
The most important companies will soon run on agents that work for hours or days at a time. Today's inference stack, built for a human waiting on a chatbot, can't serve them. That's why we're excited to announce our investment in @sailresearchco, enabling inference as a
Building for Long-Horizon Agents
From theoryvc.com
358
Theory Ventures reposted
Neil Movva
@neilmovva
Jun 25
Samir Menon @blintzbase and I are thrilled to announce Sail @sailresearchco ! We build infrastructure for long-horizon agents: inference served at unbeatable prices-per-token for open models, plus sandboxes designed to run for days, weeks, or longer. We've raised $80M, w/ our
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Theory Ventures
@Theoryvc
Jun 24
The Anthropic Mythos/Fable saga made one thing clear: AI agents are cyber experts at both offense and defense, and as they get smarter, the stakes get higher. The same models that can find and fix vulnerabilities can also be used to exploit them. So what does that mean for the
theoryvc.com
Is AI Offense- or Defense-Dominant in Cybersecurity?
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Theory Ventures reposted
chanchan mao
@ChanChan_Mao
Jun 23
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?? 👀
Local Serve · Luma
From luma.com
428
Theory Ventures
@Theoryvc
Jun 23
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!
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Theory Ventures
@Theoryvc
Jun 23
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
theoryvc.com
The Enterprise Era of Blockchain Data
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Theory Ventures
@Theoryvc
Jun 22
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
Local Serve · Luma
From luma.com
3K
Theory Ventures
@Theoryvc
Jun 22
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.
theoryvc.com
The AI Go-to-Market Gap is Growing
Theory Ventures' 2026 AI GTM Survey reveals what AI has actually done to how software companies sell. Sentiment is up. Measured productivity caught up to expectations. The "AI = layoffs" narrative is...
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