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
- Tweets 231
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43 Photos and videos
Jun 11
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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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=mmhEpifp…
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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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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. cnbc.com/2026/06/01/microsof…
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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 down, and what AI application companies need to do about it.
Read: theoryvc.com/blog-posts/are-…
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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: luma.com/theoryteam8offthere…
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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 leading finance/accounting platforms - both incumbent ( @Intuit ) and startups ( @RilletHQ& @Meet_campfire ):
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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: youtu.be/fDZ8vC1kzEw?si=ZwWg…
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May 20
Catch our Head of AI @BEBischof advocating for a new optical interface for evaluation and prompt optimization: eyeballs.
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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 EDT
gatsby.events/theory-venture…
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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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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: tomtunguz.com/2026-gtm-surve…
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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
Listen: open.spotify.com/episode/5BG…
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Theory Ventures retweeted
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 be expected to understand in 2027 as an AI practitioner.
I love the application layer, but the future is inference systems.
Catch me tomorrow at AI Council.
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May 6
What does a CISO who once took on Facebook think about AI security?
Before becoming CISO at @Lemonade_Inc, Jonathan Jaffe was the named plaintiff in a major privacy class action against Facebook -a case that ended its Sponsored Stories ad product.
The throughline: paying close attention to where technology gets ahead of its guardrails.
Now he's focused on a new version of that question: What does it mean to build, secure, and operate AI systems when both sides are automated?
Join @ttunguz for Office Hours:
📅 Thursday, May 21st
⏰ 8:30 AM PDT / 11:30 AM EDT
gatsby.events/theory-venture…
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May 5
Ever notice that so-called better models are often… worse?
When Anthropic announced Opus 4.7, they said it was the best coding model they’ve ever released. Yet developers found 4.7 to perform far, far worse than 4.6 at coding workflows.
What’s happening here? Partner Andy Triedman unpacks this phenomenon and what labs agent companies can do in the face of these “degrading changes.”
Read: theoryvc.com/blog-posts/degr…
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Apr 30
"Why are we still creating feature pipelines by hand?"
Chang She @changhiskhan, CEO and Co-founder of @lancedb and original co-author of the pandas project, sees a world where software engineers have stopped writing most of their code manually but data teams are still debugging distributed pipeline failures at 2 AM and watching their OpenAI bills spike over the weekend.
In his PyAI Conf 2026 talk, Chang breaks down the ten biggest pain points of feature engineering for AI and makes the case that our data infrastructure was built for the last generation.
Full talk here: youtube.com/watch?v=dv4vZQ4K…
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May 1
Our AI engineer @adam__conway is a man of Taste. Your coding agent... not so much.
Adam attempts the impossible: splitting the atom to explain taste in software, and help agents eff the ineffable.
theoryvc.com/blog-posts/tast…
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Apr 30
Can ducks swim in muck?
Our Head of AI @BEBischof probed @motherduck CEO @jrdntgn on why unclean data is still a problem, whether tables still matter, and how stored context keeps you from dredging your data lake every time:
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Apr 29
If AI coding agents made one thing clear, it's that every business should expect custom-made, self-updating software. But no enterprise will want to vibe-code their core system of record. And legacy, decades-old ERPs are not designed to be modified by coding agents.
@doss_hq is closing the gap for AI-generated enterprise apps, giving agents well-defined building blocks to construct and modify system-critical workflows. Our Partner Andy Triedman sat down with CEO @wileycwj to unpack what that looks like in practice:
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