Archived news and insights
from Felicis founders and our team.

Air Defense at Scale

Our investment in Singularity Defense

James DetweilerAydin Senkut

How Enterprises Become AI-Native

Why we led Runlayer's Series A

Jake StormNancy Wang

We're living in a multi-model world

How alternative models support a valuable multi-model stack, and where we think the next $10B+ company gets built.

Dan BartusTobi CokerFeyza Haskaraman

The Third Way to Power AI

Our Investment in Endurance Energy

Sundeep Peechu

CISOs Have Budget for AI Security. The Missing Layer is the Control Loop.

What enterprise security leaders told us about the fastest-growing line item in their budgets, and about the category gap they're trying to fill.

Jake StormDan BartusNancy Wang

Healthcare's first AI-native home health provider

Our Investment in Adaptive Innovations

Peter DengEric Flaningam

The Felicis Forecast

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

Building the next generation of inference hardware

Our Investment in Fractile

Aydin Senkut

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

AI-Native Analytics for the Supabase Era

Our investment in Dreambase

Viviana Faga

A Coach for the Rest of Us

Our Investment in Blomma

Viviana Faga

The Only Moat That Matters

Eoin Hinchy, co-founder of Tines, on why “wildly successful customers” and speed are the only enduring advantages.

Aimee Groth
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