Theory Ventures is an early-stage venture capital firm based in SF. We invest $1-40m in software companies that leverage technology discontinuities.
San Francisco
Joined August 2022
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In the most recent episode of In Practice, @BEBischof sits down with @seanmcccarthy from @Backopsai, the company bringing AI Agents to the warehouse floor and the back office.
Elicitation, automatic reconciliation, exception detection, and a trip on the ferry to Oakland.
We don't recommend you cry over spoiled milk, but if it's due to a refrigeration truck malfunction, BackOps can clear that up for you.
"Is this the right next step?" is a much better question than "What should I do?" That distinction matters when you’re building AI agents.
Watch the full conversation with @Backopsai CEO @seanmcccarthy on building AI agents for the messy reality of logistics: youtu.be/clq6cyTRhCM?si=scb2…
Tomorrow: Office Hours on The Leaner Sales Org.
@ttunguz and @BardiaShahali (VP of Sales, @meetgranola) on how AI changes hiring, ramp, and revenue, and why quotas and team size look different now.
Tue Oct 20, 10am PT / 1pm EDT
youtube.com/watch?v=y8VoXMlH…
Theory Ventures retweeted
The 2026 Theory AI Survey surprised us, just as the 2025 edition did. In 2025, we found that context, limited AI performance. In 2026, that seems to be solved.
455 senior technical builders replied to give us a cross-section of the AI ecosystem today.
AI is changing more than sales tools. It’s reshaping the sales org itself.
Oct. 20, 10am PT: @meetgranola VP of Sales @BardiaShahali joins @ttunguz on fewer reps, faster ramps, bigger quotas, and what the AI-era sales org looks like.
gatsby.events/theory-venture…
Theory Ventures retweeted
Data is what dreams are made of.
The dreams you make real with your AI-Powered Software, your generative models, and the data stories that drive your business.
That's why I'm MC-ing Reverie, and working with @lancedb to bring you a 1 day conference for oneironauts (dream explorers).
Join me on November 5th in San Francisco! #reverie2026
Theory Ventures retweeted
Vercel now handles 90%+ of inbound leads with AI.
COO @jdewitt29 joined me on Office Hours to explain how six weeks of feedback from their best SDR got the agent ready.
Vercel now handles 90%+ of inbound leads with AI.
COO @jdewitt29 joined me on Office Hours to explain how six weeks of feedback from their best SDR got the agent ready.
What an accomplishment! Huge congrats @artemis_sec 🎉
Theory Ventures retweeted
Huge thanks to @SpencerFarrar ,@adam__conway and @BEBischof from @Theoryvc for coming out to the E@B x Theory Ventures dinner! Loved hearing how they think about early-stage investing and what they look for in founders. Amazing convo and an even better room of builders.
