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
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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.
Joined August 2022
- 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.
- 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
- 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:
- 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
00:00 - 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:
- Catch our Head of AI @BEBischof advocating for a new optical interface for evaluation and prompt optimization: eyeballs.
00:00 - 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
- 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. 🫡
- 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:
- 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
- Theory Ventures reposted
I went on Dev Interrupted to talk to Andrew about why this year, you should be in the Inference Systems track at @AICouncilConf This is your chance to actually learn what's going on on the other side of those API requests. This is where you can learn about what you're going to
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