Theory Ventures (@Theoryvc) / X

Theory Ventures

231 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
44m
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.
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Theory Ventures
@Theoryvc
Jun 10
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…
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Theory Ventures
@Theoryvc
Jun 3
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.
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Theory Ventures
@Theoryvc
Jun 2
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.
Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth
From cnbc.com
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Theory Ventures
@Theoryvc
Jun 1
Friends or foes? The era of status-quo coexistence between AI labs and application companies is ending, as labs move to capture more of the agent stack and increasingly threaten to compete with their customers directly. Partner Andy Triedman unpacks why the détente has broken
Are Foundation Models and Application Companies Friends or Foes?
From theoryvc.com
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Theory Ventures
@Theoryvc
May 27
In SF for the @databricks Data + AI Summit? Theory Ventures and Team8 VC are hosting a private evening for senior data, AI, and platform engineering leaders and the founders building the next generation of infrastructure. Wed, June 17, 6:30 PM - 9:30 PM Space is limited:
Off the Record · Luma
From luma.com
409
Theory Ventures
@Theoryvc
May 22
Legacy ERPs enforce a consolidated stack, but different functions have very different needs. Finance is all about conformity to accounting standards, while ops are all about configurability for workflows. To give its customers the best of both worlds, @doss_hq has partnered with
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Theory Ventures
@Theoryvc
May 21
Attackers only have to be right once. Defenders have to be right every single time. Our Head of AI @BEBischof sits down with @DropzoneAI’s Edward Wu to unpack the implications of this asymmetry in cyber defense:
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Theory Ventures
@Theoryvc
May 20
Catch our Head of AI @BEBischof advocating for a new optical interface for evaluation and prompt optimization: eyeballs.
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Theory Ventures
@Theoryvc
May 19
Enterprises now run on AI agents. So do hackers. Join @ttunguz for Office Hours with Jonathan Jaffe, CISO at @Lemonade_Inc, who will share what it means to build, secure, and operate AI systems when both sides are automated. 📅 Thursday, May 21st 📷 8:00 AM PDT / 11:00 AM
gatsby.events
Office Hours: Securing the Agentic Enterprise
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Theory Ventures
@Theoryvc
May 14
From Theory, @motherduck, and @lancedb: we salute you @AICouncilConf, and the conference attendees. If you missed our boat party, we hope you’ll join us in the future. 🫡
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Theory Ventures
@Theoryvc
May 13
In 2024, teams expected 500% efficiency gains from AI but recorded 0%. The 2026 Theory GTM Survey is live with five new hypotheses, from AI-augmented reps vs. full replacement to whether buyer-side AI is the real disruptor. Take the survey to receive our data:
2026 Theory GTM Survey
From tomtunguz.com
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Theory Ventures
@Theoryvc
May 13
Did your favorite dev tool get declared dead last week? Our Head of AI @BEBischof joined @DevInterrupted to cover what makes data agents work, why the industry keeps eulogizing perfectly good tools, how Theory builds operational VC software, and the origin story behind rip-grep
open.spotify.com
It’s Tuesday and your tech stack is obsolete (again). Now what? | Theory Venture’s Bryan Bischof
Dev Interrupted · Episode
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