At Theory Ventures, we’re focused on great business opportunities built on gaps between what is possible due to emerging technology and what is common due to inertia. Our portfolio is comprised of such realizations across a number of different emerging theories—some of which are specifically due to the radical acceleration of LLM-based intelligence-on-demand. What is sometimes lost lately is that not all great emerging companies require an AI angle.

However, many companies in our portfolio are, in fact, a juncture of multiple gaps. We have a variety of portfolio companies that, in addition to building core technology with massive impact, are also benefiting from the AI acceleration.

This video series is about telling those stories. I want to highlight the companies doing something incredible, and explore how AI is influencing their trajectory.

Intelligence from A to B

For the last several years, I’ve had the unique privilege of working at the intersection of AI and data analytics. Since my time using GPT-2, I’ve been excited by the opportunity for large language models in data applications.

The first episode in this series is with Jamie Davidson from Omni. Omni is a rapidly growing BI company that’s become the darling of folks building modern analytics stacks. Omni has also been riding the AI tailwind, finding creative ways to integrate it into both their product and their operations.

This is a conversation between two folks who have been in this industry for a long time. Thanks for watching.

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