Theory Ventures

Congratulations to Tobiko's team for launching its managed cloud service to general availability today! Their transformation framework modernizes data pipelines by enabling developers to more easily and efficiently ship data. Read more about it from Frederic Lardinois in The New Stack: https://lnkd.in/gcjmH6u8

This week, Tomasz Tunguz joined HumanX to talk about spotting the next generation of AI founders. His key takeaways? Coachability, rapid iteration, and a strong go-to-market mindset are essential traits of a successful founder. The best founders don’t just build—they adapt to feedback, understand how to distribute their inventions, and challenge themselves to develop more effective workflows. Thank you Alisa Cohn for moderating and?to panelists?Tara Tan, Rob Toews, and Masha Bucher?for your perspective. #HumanX #AI #Founders

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 Moses Sternstein’s Random Walk podcast: https://lnkd.in/gayRKpMz

The Inverted Pyramid—How AI Reshapes Teams What happens when AI automates the majority of an entry-level job? 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. 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: https://lnkd.in/ehrVxVfE

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 Moses Sternstein’s Random Walk podcast: https://lnkd.in/gayRKpMz

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. At Theory Ventures, we’ve been studying where AI delivers the biggest step change in productivity—from security automation to personalized customer engagement. The key? Understanding how LLMs move from copilots to full automation, and where AI-native companies can gain a competitive edge. Check out Andy Triedman’s deep dive on AI workflow automation:

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 Moses Sternstein, we dive into why many enterprises are exploring midsized models. Listen here for Tomasz's perspective on why bigger isn't always better in AI : https://lnkd.in/gayRKpMz

AI isn't just augmenting workflows—it’s outright transforming them. Some jobs are naturally more suited for automation than others. At Theory Ventures, we've researched how AI disrupts roles differently based on complexity and volume. In areas with high-volume, low-complexity tasks, AI is already superhuman—not just replacing humans, but vastly outperforming traditional rules-based automation. Where does this leave businesses, founders, and executives? Full video here:?https://lnkd.in/ehrVxVfE Watch Andy Triedman break it all down:

On the latest Venture Unlocked,?Tomasz Tunguz?dives into: - Smarter, cheaper, more autonomous AI models - Open vs. closed-source AI - Deepseek's breakthroughs surrounding reinforcement learning? - AI’s evolving impact on the labor market Listen here:?https://lnkd.in/gSEpUWMX

As a founder, one of the hardest but most necessary skills to master is letting go. At first, you’re the one doing everything—closing deals, building product, handling support. But as your startup scales, the biggest unlock isn’t doing more yourself—it’s empowering others to own key pieces of the business. This shift isn’t easy, but it’s essential. If you want your company to grow, you have to give away your Legos. Molly Graham’s article perfectly captures this challenge and why it’s crucial for scaling leaders. Highly recommend giving it a read: Give Away Your Legos (https://lnkd.in/gEygV5vs) For those who’ve been through this—what was the hardest thing to let go of? #startups #leadership #scaling