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Theory Ventures
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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.
theoryvc.com
Joined August 2022
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  • user avatar
    Theory Ventures
    @Theoryvc
    8h
    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
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    Theory Ventures
    @Theoryvc
    9h
    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
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  • Theory Ventures reposted
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    LanceDB
    @lancedb
    14h
    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
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  • user avatar
    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
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  • user avatar
    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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  • user avatar
    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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  • Theory Ventures reposted
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    dominik kundel
    @dkundel
    Jul 1
    🖲️ We love our community! To celebrate getting together with many of you we brought @thsottiaux's reset button to AIE World's Fair. Congrats Melanie for pushing the button 🎉 All Codex Go/Plus/Pro subscribers around the world are receiving a reset in the bank! Happy Codexing!
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  • user avatar
    Theory Ventures
    @Theoryvc
    Jul 1
    Never miss a Theory side event.
    user avatar
    chanchan mao
    @ChanChan_Mao
    Jul 1
    Last night's event at SPIN was a blast! Thank you to everyone who came & played in our ping pong tournament 🏓 Thank you to @Theoryvc & @ollama for co-hosting with us 🙌
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  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 30
    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
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  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 30
    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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  • user avatar
    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
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    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
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  • user avatar
    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
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  • user avatar
    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
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