Theory Ventures

Recent online discussions have raised alarms about “the end of scaling laws” and a plateau in LLM performance. While it is possible we are starting to see diminishing returns directly scaling foundation model pre-training, we have high confidence that AI application capabilities will continue to expand dramatically in the coming years. Foundation model progress slowing would not impact the prospects for teams building AI products; in fact, it might benefit them. Explore how in our latest blog by Andy Triedman. #AI #FoundationModels #AIApplications #LLMs #AIStartups #Innovation

We’re excited to announce our second fund of $450M to back founders leveraging technology discontinuities for GTM advantage and building the next generation of software through AI, data, and web3. We’ll continue focusing on our key theses: The Decade of Data: Data software will underpin leading data applications as organizations increasingly leverage data insights to generate competitive advantages. AI as the New Platform: AI will transform software by automating rote tasks with a high degree of adaptability. Decentralized Infrastructure as Database: Web3 and blockchain technologies will underpin the modern banking system and money movement, becoming a key component of software systems. Huge thanks to our growing team: Lauren DeMeuse, Spencer Farrar, Andy Triedman, Rafa Jara Simkin, Amber (., and Arjun Mishra. Read more about it on Fortune: https://lnkd.in/gAWPuYWh

Great discussion on the Postmodern Data Stack with Tobias (Toby) Mao, Colin Zima, Jordan Tigani, and Daniel Svonava. Thank you TechCrunch Disrupt for hosting us! #Data #Innovation #TechCrunchDisrupt

AI is evolving fast, and OpenAI’s new o1 model is leading the charge. But this isn’t just an incremental update—it’s a fundamental shift in how foundation models are developed and deployed. With a unique combination of training-time learning and inference-time search, o1 is redefining what’s possible in LLM applications. Forget scaling laws and brute-force approaches. With o1, we’re seeing something truly transformative—a fusion of training-time learning with inference-time search that unlocks smarter, faster reasoning capabilities. What does that mean for the future of LLM applications? Think better answers, more intuitive problem-solving, and a new way to explore data distributions in real-time. We’re just scratching the surface of what this paradigm shift means for companies building AI products. If you’re ready to see how o1 could reshape your approach, check out our latest blog by Andy Triedman. #AI #FoundationModels #Innovation #LLM #TheoryVentures #TechTransformation

Large language models are wonderful at ingesting large amounts of content & summarizing. Uploading an academic paper and I can pester it with an infinite list of questions & it will respond with equally infinite patience.

Have you ever had that “wow” moment with AI? Picture this: hours of meeting notes distilled into a crisp summary in mere seconds. At Theory, we’re peeling back the layers on how AI is about to shake up our daily grind. Will AI be our trusty sidekick, boosting our productivity, or will it completely change the game? Whether you’re in sales outreach or strategic planning, find out where AI will have your back and where it might turn things upside down. We are only on the first couple pages of this story but know it will be a big one. If you’re building AI systems to transform traditional business functions, we’d love to hear from you at [email protected]. #AI #Innovation #FutureOfWork #KnowledgeWork #TheoryVentures

We are thrilled to lead Allium's $16.5 million Series A funding, advancing the future of blockchain data management in a market now worth $2.5 trillion. Allium provides enterprise-grade blockchain data solutions, serving prestigious clients like Visa, Stripe, and the Uniswap Foundation with unparalleled accuracy and efficiency. Supporting Allium in revolutionizing how organizations access and utilize blockchain data with their powerful APIs, Allium Explorer and Allium Developer is something we are very excited to be a part of. We look forward to a future where blockchain data management is seamless, secure, and universally accessible. Learn more about Allium’s innovative approach at www.allium.so #Blockchain #DataManagement #Cryptoassets #Web3 #Investment #Innovation #TheoryInvests

Explore the future of technology in our latest blog post on composable software platforms — learn how modern infrastructure and AI automation are setting the stage for software that adapts dynamically to business needs, enabling automation and efficient workflows. Interested in composable software? We'd love to connect at [email protected]! #ComposableSoftware #AI #Innovation

Launching our 2024 GTM Survey 📝

What does it take to go public? Has it changed over the last 15 years?