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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.
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On our latest episode of In Practice @BEBischof sat down with @ethanyish (CEO, @AlliumLabs) to discuss: -> why a blockchain is a Turing machine, not a database -> how one wallet balance = replaying history to 2009 -> 12,000 dbt models, ~30PB, 3% the size of the web -> why AI agents shift leverage to domain experts
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Custom software is cheap to spin up, but expensive to keep. @BEBischof on @MTSlive talks about the industry's growing tech debt and the type of platforms needed to reduce it.
"Security always comes second" is what the AI boom looks like from the inside. The backlog is a to-do list for attackers. That is why Harry built @Maze_Security.
Whose financial data does the Federal Reserve use to make policy decisions? Who’s partnered with Visa for signals on stablecoin transactions? And who informs BCG’s payments division? @AlliumLabs. Learn how their terminal helps close the gap between understanding & operationalizing:
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