Log inSign up
Theory Ventures
254 posts
user avatar
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.
theoryvc.com
Joined August 2022
56
Following
3,360
Followers
  • user avatar
    Theory Ventures
    @Theoryvc
    5h
    Our AI Engineer, Melanie, was happy to deliver a Codex reset today at @aiDotEngineer World's Fair. Thanks to @dkundel and @thsottiaux and ofc @OpenAIDevs
    00:00
    1.6K
  • Theory Ventures reposted
    user avatar
    dominik kundel @aiDotEngineer
    @dkundel
    6h
    🖲️ We love our community! To celebrate getting together with many of you we brought @thsottiaux's reset button to AIE World's Fair. Congrats Melanie for pushing the button 🎉 All Codex Go/Plus/Pro subscribers around the world are receiving a reset in the bank! Happy Codexing!
    954K
  • user avatar
    Theory Ventures
    @Theoryvc
    7h
    Never miss a Theory side event.
    user avatar
    chanchan mao
    @ChanChan_Mao
    7h
    Last night's event at SPIN was a blast! Thank you to everyone who came & played in our ping pong tournament 🏓 Thank you to @Theoryvc & @ollama for co-hosting with us 🙌
    529
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 30
    How better to spend an evening after a great conference, than a slow boat out to sea! We had a great time at @AICouncilConf and our accompanying event Ship It, co-hosted with @lancedb and @motherduck. Our Head of AI @BEBischof led a talk track on inference systems plus moderated
    AI Council 2026 Recap
    From theoryvc.com
    1.2K
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 30
    Join @ttunguz and Sunil Agrawal, CISO at @glean & Emmy-award-winning technology innovator with 40+ security patents, next Thursday for a virtual Office Hours on battling AI adversaries. Sunil previously served as Bolt's Head of Security and held security leadership roles at
    gatsby.events
    Office Hours: Defending Against AI-Powered Attackers
    877
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 29
    As token costs keep climbing 📈, where else can we find efficiency gains? Partner @SpencerFarrar dug into how @sailresearchco is answering this question with more efficient inference and long-horizon agents. We're proud to back their Series A.
    00:00
    12K
  • Theory Ventures reposted
    user avatar
    LanceDB
    @lancedb
    Jun 29
    Replying to @lancedb and @aiDotEngineer
    2/3 Two side events if you want off the floor 🕺 Tuesday 6/30: LocalServe at SPIN SF with @Theoryvc and @ollama. Ping pong tournament, drinks, and infra conversations. Register:
    luma.com
    Local Serve · Luma
    Join us at SPIN San Francisco to talk shop with the people building the next generation of local and cloud AI infrastructure — and to get a few games in. Space…
    238
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 26
    If you care about where AI infrastructure is headed, clear your calendar for next Tuesday June 30, 6-9pm. Local Serve will bring builders together to compare notes on local and cloud AI (and get a few games of ping-pong in!), hosted by Theory Ventures, @ollama, and @lancedb. 🏓
    Local Serve · Luma
    From luma.com
    237
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 25
    The most important companies will soon run on agents that work for hours or days at a time. Today's inference stack, built for a human waiting on a chatbot, can't serve them. That's why we're excited to announce our investment in @sailresearchco, enabling inference as a
    Building for Long-Horizon Agents
    From theoryvc.com
    369
  • Theory Ventures reposted
    user avatar
    Neil Movva
    Sail Research
    @neilmovva
    Jun 25
    Samir Menon @blintzbase and I are thrilled to announce Sail @sailresearchco ! We build infrastructure for long-horizon agents: inference served at unbeatable prices-per-token for open models, plus sandboxes designed to run for days, weeks, or longer. We've raised $80M, w/ our
    168K
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 24
    The Anthropic Mythos/Fable saga made one thing clear: AI agents are cyber experts at both offense and defense, and as they get smarter, the stakes get higher. The same models that can find and fix vulnerabilities can also be used to exploit them. So what does that mean for the
    Is AI Offense- or Defense-Dominant in Cybersecurity?
    From theoryvc.com
    200
  • Theory Ventures reposted
    user avatar
    chanchan mao
    @ChanChan_Mao
    Jun 23
    Chat about the next-gen of AI infra over some 🏓, how else would you want to spend your night after a long day at @aiDotEngineer World's Fair? 😄 Join @lancedb, @Theoryvc, and @ollama for a night of food, drinks, and competition! Tournament?? 👀
    luma.com
    Local Serve · Luma
    Join us at SPIN San Francisco to talk shop with the people building the next generation of local and cloud AI infrastructure — and to get a few games in. Space…
    431
  • user avatar
    Theory Ventures
    @Theoryvc
    Jun 23
    When @ethanyish set out to build @AlliumLabs, good data didn't exist for digital assets. Now, Allium serves as the trust and transparency layer that the industry was long missing. Congratulations again to the team on their $40M Series B today and all the momentum!
    00:00
    5.9K

New to X?

Sign up now to get your own personalized timeline!

Create account

By signing up, you agree to the Terms of Service and Privacy Policy, including Cookie Use.

Terms·Privacy·Cookies·Accessibility·Ads Info·© 2026 X Corp.
Don't miss what's happening
People on X are the first to know.
Log inSign up