About
Team
Portfolio
Jobs
Theories
Blog
Stay up-to-date on our team's latest theses and research
Feature
Join Theory on our journey through the stars
Latest
Read more
September 4, 2025
What It Feels Like to Build in AI
September 4, 2025
What It Feels Like to Build in AI
Read more
Read more
September 2, 2025
A Living Market Map
September 2, 2025
A Living Market Map
Read more
Read more
August 31, 2025
The $20/Month Software Revolution
August 31, 2025
The $20/Month Software Revolution
Read more
Get the latest in AI & data, straight to your inbox.
Thanks for subscribing!
Oops! Something went wrong while submitting the form.
All articles
All categories
AI
Modern Data Stack
Web3
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
June 10, 2025
Partnering with Maze Security
Read more
June 10, 2025
Partnering with Maze Security
Read more
AI
June 10, 2025
An AI-Native Security System: Our Series A Investment in Maze
Read more
June 10, 2025
An AI-Native Security System: Our Series A Investment in Maze
Read more
June 9, 2025
Patterns Across 5 Years of YC Investing
Read more
June 9, 2025
Patterns Across 5 Years of YC Investing
Read more
June 6, 2025
The IPO Door is Swinging Open
Read more
June 6, 2025
The IPO Door is Swinging Open
Read more
June 5, 2025
Stuck in the Middle of AI Workflows
Read more
June 5, 2025
Stuck in the Middle of AI Workflows
Read more
Modern Data Stack
June 3, 2025
The Death of SORs: How AI is Breaking the Stranglehold of Legacy Enterprise Software
Read more
June 3, 2025
The Death of SORs: How AI is Breaking the Stranglehold of Legacy Enterprise Software
Read more
June 2, 2025
What Level of AI?
Read more
June 2, 2025
What Level of AI?
Read more
May 30, 2025
How Monte Carlo's Daily Revenue Model Rewrote Their Strategy
Read more
May 30, 2025
How Monte Carlo's Daily Revenue Model Rewrote Their Strategy
Read more
May 29, 2025
1000x Increase in AI Demand
Read more
May 29, 2025
1000x Increase in AI Demand
Read more
May 28, 2025
A Banner Year for M&A only Five Months In
Read more
May 28, 2025
A Banner Year for M&A only Five Months In
Read more
Previous
Load more