Theory VC
@Theoryvc
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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
Why did we create a data visualization mapping the companies we look at and how they're related in the market?
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🚀 We’re launching a brand new site. Think of it as a telescope into our universe of theses — where data, design, and discovery collide. 🔠. Explore the new and find yourself among the stars.
theoryvc.com
Explore Theory Ventures' universe of companies
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On The Last Mile Podcast, Tomasz joins Spence Green, CEO, LILT, to explore what’s driving this leap. Full episode here: #AI #CustomerSupport #GTM #TheoryVentures #LILT #TheLastMilePodcast #FutureOfWork #LLMs #StartupInsights
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Customer support is undergoing a seismic shift. In the past, automation deflected just 20% of inbound queries—and not always accurately. Today, AI is handling 80–90% with higher customer satisfaction than human agents.
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On The Last Mile Podcast with Spence Green, CEO, LILT, Tomasz Tunguz shares his take on how AI will disrupt go-to-market teams. Curious to hear how others are thinking about it: How are you rethinking sales development in the AI era?. Full episode here:
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The SDR role as we know it is changing—fast. In an era where AI can surface intent signals, personalize outreach, and even simulate discovery calls, what does the future hold for early-career sales roles?.
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Hindsight is 20/20, especially in fast-moving markets like crypto. A few years ago, many expected the U.S. to lead the way. That didn’t quite happen. Hear what Tomasz got wrong about crypto on @MosesSternstein's Random Walk podcast:
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This has major implications for hiring, upskilling, and business operations. Andy Triedman explains what this shift means for founders, investors, and executives in our latest breakdown. Full video here:
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Today’s teams are built like pyramids—with junior employees handling high-volume work. As AI takes over these tasks, organizations will shrink and flip the pyramid, requiring fewer but more experienced employees.
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The Inverted Pyramid—How AI Reshapes Teams. What happens when AI automates the majority of an entry-level job?.
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The future is unfolding faster than we ever imagined. 2025 is shaping up to be a year filled with breakthroughs and possibilities. Hear Tomasz’s take on @MosesSternstein's Random Walk podcast:
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The key? Understanding how LLMs move from copilots to full automation, and where AI-native companies can gain a competitive edge.
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At Theory Ventures, we’ve been studying where AI delivers the biggest step change in productivity—from security automation to personalized customer engagement.
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AI Automation is Reshaping Work—Where Should Founders Focus?. Not all jobs are equally affected by AI. Some workflows will never be fully automated, while others are ripe for complete disruption.
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Listen here for Tomasz's perspective on why bigger isn't always better in AI :
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For years, the AI race has been about scale—bigger models, more parameters, higher compute. But is that actually the best path forward?. In this conversation with @MosesSternstein, we dive into why many enterprises are exploring midsized models.
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