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Who could have predicted that crypto and data center real estate would be the categories swinging the IPO market doors open? In late 2024, I predicted a thaw in the IPO market. We're now seeing that forecast come to life with CoreWeave and Circle's . ...

Whenever I hear about a new startup, I pull out my research playbook. First, I understand the pitch, then find backgrounds of the team, & tally the total raised.1 Over the weekend, I decided to migrate this workflow to use AI tools, & the process ...

Pricing changes are hard. Fundamental shifts in go-to-market strategy tied to pricing? Monumentally difficult. We recently dove deep into one such transformation with Barr Moses, CEO of Monte Carlo, during a Theory Ventures Office Hours. Monte Carlo, ...

NVIDIA announced earnings yesterday. In addition to continued exceptional growth, the most interesting observations revolve around a shift from simple one-shot AI to reasoning. Reasoning improves accuracy for robots - like telling a person to stop .. ...

With Salesforce announcing its intent to acquire Informatica & Google's announced acquisition of Wiz, 2025 is the best year in the last six in terms of M&A value.1 These massive acquisitions, totalling more than $32b propel 2025's year-to-date number ...

Which level do I want to use AI? I find myself asking this question more & more frequently & I think the answer means at work I'll be using many AIs - not just one or two. AI Level Use Case Description Chat-Based AI Find the best Italian restaurant . ...

Only five months in, 2025 has been the year of stablecoins. A Fireblocks survey of banks conducted in May underscores how quickly the market is moving. 90% of respondents are taking action on stablecoins. 49% of them use stablecoin payments already. ...

We're looking for an investor to join our team. We are seeking people who see alpha in ambiguity, who are passionate about crafting theories about the future & making them a reality. The ideal person : enjoys researching themes & debating the future ...

"Now with LLMs, a bunch of the perceived quality depends on your prompt. So you have users that are prompting with different skills or different level of skills. And the outcome of that prompt may be perceived as low quality, but that's something ...

What if every software spoke English? We asked this question about two years ago but now they do - with AI we can retrofit existing apps to speak English. I don't want to have to figure out any particular menu to find a setting or understand how a .. ...