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The Felicis Forecast
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The Felicis Forecast

Our map of the fault lines where consumer, organizational, and socio-economic changes will collide with AI’s potential.

Founder profiles

Real stories
from founders and builders.

Perspectives

Our view on what's next

Perspectives

The Felicis Forecast

Our map of the fault lines where consumer, organizational, and socio-economic changes will collide with AI’s potential.

Perspectives

The AI Stack Is Half-Built

Notes from a survey of twenty-three AI-native engineering leaders on what they spend, what they ship, and what they still build themselves.

Tobi Coker
Perspectives

The Great Splintering

On trust, presence, and the things that don't scale

James Detweiler
Perspectives

Researchers, Builders, and What I’m Paying Attention to in 2026

Why the "researcher vs builder" founder paradigm is false

Michelle Delcambre
Perspectives

The Next Frontier: How GenAI is Transforming Direct Procurement

Early adoption of software across indirect purchasing categories like software, office supplies, marketing services, and travel has demonstrated that productivity increases 70–90% when process is automated.

Feyza Haskaraman
Perspectives

How to Size the Market for Vertical AI

“Small market” may be the two most dangerous words in venture capital.

Eric FlaningamSundeep Peechu
Portfolio News

Backed by Felicis.The latest portfolio news.

Portfolio News

Building the next generation of inference hardware

Our Investment in Fractile

Aydin Senkut
Portfolio News

AI-Native Analytics for the Supabase Era

Our investment in Dreambase

Viviana Faga
Portfolio News

A Coach for the Rest of Us

Our Investment in Blomma

Viviana Faga
Portfolio News

Foresight as Infrastructure

Our investment in Sooth

Aydin SenkutFeyza Haskaraman
Portfolio News

Your Life's Inbox

Our Investment in Extra

Peter DengJames Detweiler
Portfolio News

Security gets a new brain

Our investment in Artemis

Jake Storm
Firm news

Firm news The latest from our team.

Firm News

Expanding Our Investing Team

Two Partner Promotions, and a New Venture Partner!

Aydin Senkut
Firm News

Welcome Ben Mathes, our new Head of AI

Ben builds AI systems deep into how we operate and invest.

Aydin Senkut
Firm News

Meet Our Newest Partner Feyza Haskaraman

Feyza is focused on enterprise security, developer infrastructure, and AI-native applications.

Aydin Senkut
Firm News

Announcing Our Largest Fund Yet: FV X $900M

Firm News

Peter Deng Joins Felicis as General Partner

Peter has helped build products that billions of people use and love.

Aydin Senkut
Firm News

Felicis’ First Ever Call for Startups

If you're an ambitious builder solving one of these problems, we want to hear from you.

Firm News

Welcome Elisa Schreiber as Felicis CMO

Elisa helps Felicis-backed founders with marketing strategy, and leads all brand activities for our firm.

Aydin SenkutSundeep Peechu
Firm News

Why Founders Should Consider the Importance and Impact of Limited Partners

And why we're particularly proud of Felicis LPs

Katie Riester
Firm News

Helping Founders Become Unbreakable

Felicis talks about Founder Pledge, 1% on top of every first check committed for founder performance and support.

Dasha Maggio
Press

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and making headlines.

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