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Felicis
2,277 posts
We are the true believers in founders who have the imagination, courage, and discipline to defy the odds and build something extraordinary.
- Felicis repostedTomorrow is Humans in the Loop, and we @felicis are thrilled to featuring @extradotemail on stage as one of the companies pushing what's possible in consumer AI. @ngavini, is an n=1 leader: one of Pinterest's earliest and most tenured product execs, who helped build the company
00:00 - Two in five home health patients get turned away, not because care isn't available, but because the admin overhead costs more than the agency gets paid. $40B in referrals are rejected every year. That's the problem @AlexRWendland and Ryan Tolsma are rebuilding from scratch with
00:00 - Felicis repostedSupabase has raised $500M at a $10B valuation In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception. We do it as a “cashless transaction” so that employees don’t need to front
- Congratulations to @supabase on raising $500M at a $10.5B valuation! When Felicis first backed Supabase at Series B, the company had one of the strongest developer growth curves we'd seen; it's was one of the fastest growing on GitHub. The thesis was that open source,
00:00 - Felicis reposted64% of CISOs say "security for AI" will be at least as big as cloud security. A third say bigger. Who builds it? 80% said they want to evaluate the top new “security for AI” startups this year, and the majority think new AI-focused startups will underpin their strategy. New
- Felicis reposted58% of CISOs are securing AI agents with IAM built for humans. 56% can't count the agents running in their environment. @DanBartus, @NancyZWang, and I surveyed security leaders on where "security for AI" goes next. Our bet: agent runtime governance is the wedge.
- CISOs have budget for AI security. They are in search of a solution. 78% have a dedicated line item. 91% call their AI security program early-stage. Zero call it mature. New from @jakestorm_ @DanBartus, and @NancyZWang, from our spring survey of enterprise security leaders:
- Two in every five patients referred to home health care in America never get the care they need. Not because clinicians aren't available. Not because the patient doesn't qualify. They get turned away because the paperwork costs more than the visit pays. Roughly $40B in referrals
00:00 - Felicis repostedExcited to share Adaptive Innovation’s (@joinadaptive) $50M Series A led by @felicis and $10M Seed led by @BainCapVC. Adaptive is an AI-native healthcare provider rebuilding the way care is delivered in America, starting with home health
00:00 - Because of AI, the cybersecurity platform shift is happening faster than any wave before it. @felicis GP @jakestorm_ chats with @matvogels on why that's a massive opportunity for the next gen of cybersecurity. 🎧 Full episode from the Funraising pod: x.com/i/status/20593…
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43:05"I am a huge fan of founders that are customer obsessed. And what often ends up happening is when founders are fundraising, they get in this mindset where the customer is the investor. And I think that you can end up over-optimized for what feedback you got from the fundraising













