Some founders raise $100m on an idea. Others struggle for $2m. The difference is personal cost of capital, & Musk's SpaceX IPO proves its power.
The top 10 posts of 2025 reveal a year dominated by AI infrastructure economics, falling cost curves & fundamental shifts in market structure.
Theory Ventures launches developer relations team to share AI building experiences & learn from the community. Discover how VCs are adapting workflows with agents, tool calls, and large action models.
Theory introduces our living 3D market map - a dynamic visualization of startup ecosystems that evolves in real-time. See how we think about the world and submit your startup to be included.
Surprising data analysis reveals that venture capital & private equity holding periods are nearly identical, challenging conventional wisdom about exit timelines.
Discover why seed rounds under $5M dropped from 62.5% to 33% of deals, as VC fundraising doubled to $81.2B. Key insights for startup founders raising capital.
Learn how to optimize AI interactions using a strategic 2x2 framework for context and control. A VC's practical guide to more effective AI collaboration.
Analyze 5 years of Y Combinator data revealing key startup trends: B2B surge to 90%, cybersecurity growth, and shifting venture capital investment patterns since 2020.
Explore the 5 distinct levels of AI integration in business workflows, from chat-based assistants to multi-agent systems. A practical guide for startup leaders & VCs.
Theory VC is hiring an investor who sees opportunity in ambiguity. Join our team to shape the future of venture capital and help founders scale transformative startups.