Rebuilding the Way We BuildManufacturing at the speed of innovation. Why we invested in Arda’s Series A. Peter DengGraham Littlehale
Power PlayerHow a former quant trader built an energy-first infrastructure company to solve AI’s biggest bottleneck.Matt Quinn
Search In the Age of AgentsAgents don't want a page of blue links, they want the information itself. Why we invested in Exa's Series C.Peter DengTobi Coker
Supabase: Store All the World's DataHow Paul Copplestone and Ant Wilson built Supabase into a $10 billion company while keeping the developers who got them thereAimee Groth
The Magnetic MomentSolcoa is making magnet-grade rare-earth metal in Alameda, California. Why we led its seed round.James Detweiler
The Physical World Has No Data StackRobots are about to become one of the largest data sources on Earth. The infrastructure to move, store, and query that data barely exists.Tobi Coker
Welcoming Tony Shi as Our Newest PartnerTony joins Felicis to accelerate our investments in university researcher-foundersMichelle DelcambreAydin Senkut
Welcoming Graham Littlehale To FelicisOur newest partner is a true believer in the builders of hard techAydin Senkut
Organizing human intelligence to power the AI economyHow Mercor’s Brendan Foody and Adarsh Hiremath are building the network for knowledgeMatt Quinn
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.Tobi CokerFeyza Haskaraman
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.Nancy Wang
The Felicis ForecastOur map of the fault lines where consumer, organizational, and socio-economic changes will collide with AI’s potential.
The AI Stack Is Half-BuiltNotes 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
The Only Moat That MattersEoin Hinchy, co-founder of Tines, on why “wildly successful customers” and speed are the only enduring advantages. Aimee Groth
Becoming Essential to the AI RevolutionHow Jan Oberhauser and the n8n community built the backbone of the AI ecosystemMatt Quinn
In The ArenaHow Anastasios Angelopoulos and Wei-Lin Chiang Built AI's Most Trusted AI Evaluation PlatformMatt Quinn
Welcome Ben Mathes, Our New Head of AIBen builds AI systems deep into how we operate and invest. Aydin Senkut
A step-change on the path to AGIOur investment in Ricursive Intelligence.James DetweilerMichelle Delcambre
Researchers, Builders, and What I’m Paying Attention to in 2026Why the "researcher vs builder" founder paradigm is falseMichelle Delcambre
Benchmarking and Advancing the Progress of All AI ModelsOur investment in Arena. Aydin SenkutPeter DengAstasia MyersSundeep Peechu
The Next Frontier: How GenAI is Transforming Direct ProcurementEarly 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
Revolutionizing AI Infrastructure with Compiler-Driven GPU OptimizationOur investment in LuminalFelicis
AI-Powered Search Built for the Complexity of Law FirmsOur investment in DeepJudgeViviana FagaJames Detweiler
Meet Our Newest Partner Feyza HaskaramanFeyza is focused on enterprise security, developer infrastructure, and AI-native applications.Aydin Senkut
Transforming the Patient Experience with Agentic AIOur Investment in Assort HealthAydin SenkutAstasia Myers
How to Size the Market for Vertical AI“Small market” may be the two most dangerous words in venture capital.Sundeep Peechu
The Replatforming of CRMThe three shifts driving a new wave of opportunity for the CRM category, and how to take advantage of it. Viviana Faga
I AM Broken: Why Traditional Identity & Access Management Fails in an Agent-First WorldOur Principles for Agent-Native AuthorizationNancy Wang
Intelligent Security Screening That’s InvisibleOur investment in Cambridge Terahertz Sundeep PeechuJames Detweiler
Healthcare's Trillion-Dollar Admin ProblemManual workflows have failed patients, burnt out clinicians, and undermined both providers and payors alike. AI promises to unlock profound benefits for everyone. Sundeep PeechuTobi Coker
The Era of the AI Researcher-FounderAI Researchers Get a Blueprint for Building the Next Billion-Dollar CompanyMichelle Delcambre
Felicis’ First Ever Call for StartupsIf you're an ambitious builder solving one of these problems, we want to hear from you.
Academia to Agentic AIIon Stoica of Databricks with Charles Packer & Sarah Wooders of LettaAstasia Myers
Autonomous Finance: Fintech’s Fourth WaveThe four areas at the intersection of AI and finance that we're watching. Tobi Coker
AI is Here to Transform Security ServicesSecurity services are an overlooked $100B+ opportunityNancy Wang
Welcome Elisa Schreiber as Felicis CMOElisa helps Felicis-backed founders with marketing strategy, and leads all brand activities for our firm.Aydin SenkutSundeep Peechu
Peter Deng Joins Felicis as General PartnerPeter has helped build products that billions of people use and love.Aydin Senkut
Supabase CEO Paul Copplestone on Building for BuildersAn interview with the Supabase Co-Founder and CEOViviana Faga
What GTM Leaders Are Saying About AI7 surprising takes from our recent survey of GTM leaders. Viviana Faga
2024's Biggest Open-Source Projects from StartupsA look at what's coming out of the open source community. Astasia Myers
Brett Granberg and Nini Hamrick on Mission-Driven Tech for Defense and IntelligenceAn interview with the Vannevar Labs Co-founders. Niki Pezeshki
A 5% Margin Improvement Could Blow Past AI’s $600B Value GapAI may not need entirely new markets to justify its valuation. If leading companies improve net margins by just 5% through automation, productivity, and sales efficiency, the gains could total hundreds of billions. Across the Nasdaq and S&P 500, that impact approaches the $600B opportunity many believe AI still needs to prove.Aydin Senkut
The Three Components of the Unstructured Data StackTurning chaos into competitive advantageAstasia Myers
The Agent EconomyGenerational platform shifts don’t just create new products—they create entirely new economies. With recent breakthroughs in AI, we are now entering the era of the agent economy, where AI applications move beyond copilots to autonomously perform work across industries.Felicis
Physical Design Software: The Only Moats in SaaSAn overview of the history, market, and trends in CAD, simulation, and EDA softwareFelicis
The Agentic WebThe biggest opportunities and the infrastructure needed to support themJames Detweiler
Recapping the Inaugural Felicis Fellows in AIThe first Felicis Fellows in AI cohort brought together exceptional AI and ML students for a week of building, learning, and connecting with top founders. The program culminated in a pitch competition where four teams were awarded $50K prizes.Michelle Delcambre
AI is Here to Eat Your SeatsAI is forcing software companies to rethink one of SaaS’s most common business models: seat-based pricing. When AI automates work previously done by humans, fewer seats may be needed—creating a dilemma for companies whose revenue depends on them.Astasia Myers
Embodied AI: Intelligent Machines Are HereWhat's distinguishing the new era of roboticsGabriella Garcia
Data curation is the missing piece of the AI strategyOur Investment in DatologyViviana FagaAstasia MyersTobi Coker
RIP Software Devs, Long Live Software DevsThe future of software development is unlikely to be fully autonomous AI agents anytime soon. Instead, developers will increasingly work alongside AI copilots that automate parts of the software development lifecycle, improving productivity while humans continue to provide judgment, context, and experience.Tobi Coker
AI Will Impact Security More than the CloudNotes from conversations and a survey of over 40 leading CISOsNancy Wang
Minecraft, Physics, and MLGreat ideas often emerge at the intersection of disciplines. Today, physics, machine learning, and even virtual worlds like Minecraft are converging to reveal new ways of understanding intelligence and building AI.James Detweiler
Announcing the Felicis Fellows programEncouraging entrepreneurship amongst the top CS students in the countryMichelle Delcambre
Software AND a ServiceAI is enabling a new generation of “Diagonal Software” companies that blend software, AI, and services—unlocking massive services markets while improving margins, scalability, and data advantages.Felicis
Financial Services are the New WedgeStartups are increasingly using fintech as the initial wedge into vertical software markets—offering tailored financial products like payments, credit cards, and banking to win customers before expanding into broader SaaS platforms.Ryan Isono
AI Has Killed the Traditional SaaS GTM playbookThe traditional startup GTM playbook hasn’t changed much in decades—but AI startups don’t have the same luxury of time. High infrastructure costs, rapid competition, and rising customer expectations are forcing founders to rethink how they build momentum, differentiate their brand, and reach the market.Viviana Faga
The Main Way to Scale Product is to Scale CultureCulture is the foundation beneath every successful company. When founders intentionally define mission, values, and goals early, they create alignment that reduces friction as teams grow—helping organizations scale without losing the clarity that fueled their early momentum.Michelle Delcambre
Astasia Myers Joins Felicis as General PartnerWe’re excited to welcome Astasia Myers to Felicis as a General Partner. A respected voice in the infrastructure ecosystem, Astasia has built a reputation for deep technical insight and for partnering early with exceptional founders building the next generation of developer tools and AI infrastructure.
How Supabase Found its Product and Talent Market FitThe team's three tips for how to hire exceptional peopleMichelle Delcambre
ORO Labs: The Next Generation of ProcurementProcurement is quickly becoming one of the top areas of technology investment for CFOs. As vendor complexity grows and SaaS sprawl accelerates, companies are looking for smarter workflows and AI-powered tools to simplify purchasing and bring greater visibility and control to finance teams.Victoria Treyger
The Unstructured Data ProblemNavigating between database management, data warehouses, and data lake ecosystemsTobi Coker
Helping Founders Become UnbreakableFelicis talks about Founder Pledge, 1% on top of every first check committed for founder performance and support.Dasha Maggio
A Conversation with Anna Chalon, Head of People at RunwayRunway is one of the companies at the center of the AI-powered creative revolution. In this conversation with Head of People Anna Chalon, we explore how the company is scaling its team, building a strong culture, and hiring top AI talent while maintaining a thoughtful and fast-moving recruiting process.Michelle Delcambre
Culture of Shipping, the Artist as CEO, and Running a Full Stack CompanyAn interview with Cristóbal Valenzuela from Runway
What Development Will Look Like in 10 yearsTeam structures now and for the futureTobi CokerRyan Isono
Where CFOs are Deploying Budget This YearAnd what tools are reinventing the CFO functionVictoria Treyger
You Can't Hack Product PositioningGreat products alone rarely win in crowded markets. The companies that break out are often the ones that position their product to define—and ultimately own—a new category.Viviana Faga
The AI Agent AbstractionLLMs have already transformed how people work, from writing emails to coding software. The next wave is AI agents—systems that can autonomously plan, execute tasks, and continuously improve to achieve complex objectives.James Detweiler
Why Founders Should Consider the Importance and Impact of Limited PartnersAnd why we're particularly proud of Felicis LPsKatie Riester
Roxanne Petraeus on the Army, Leadership Design, and Forgiveness CultureWhat Ethena's CEO has learned about company and culture building
Telemetry: The Precursor to High PerformanceThe best founders operate like Formula 1 teams—constantly monitoring detailed telemetry to understand how every part of the business is performing and making small, precise adjustments that compound into major performance gains.Aydin Senkut
Imagining and Backing the Future of HealthThe future of healthcare will look more like science fiction than today’s system—proactive diagnostics, continuous health monitoring, and technologies designed to extend not just lifespan, but healthspan.Sundeep Peechu
Perspectives on Incentive-Based CompensationPerformance-based incentive pay can align executive compensation with company outcomes, but it only works when goals are transparent, measurable, and tied to clear financial metrics.Michelle Delcambre
Onboarding: Step 1 in Building a High Performing CultureThe Five Tenets of Onboarding it WellMichelle Delcambre
Talent MagnetsGreat companies act like magnets: they attract talent energized by the mission and culture, while repelling those who aren’t aligned.Michelle Delcambre
A Practical Framework for Scaling Your Executive BenchWhat profile of revenue, technology, finance, and people leaders you should hire, and when to hire them.Michelle Delcambre
Earth3The 2020s could mark the beginning of “earth3”—an era where humans move from damaging the planet to actively reversing climate impact through technology, innovation, and investment.Felicis
Building a Diverse BoardIt’s never too early to prioritize board diversity. Companies that engage diverse leaders early create stronger governance and broader perspectives as they grow.Michelle Delcambre
What Outlier Organizations Get RightOutlier performance is more than just an idea. It's culture-deep. Michelle Delcambre
Operational Excellence by DesignJoshua Motta on Rigorous Measurement, Getting Out of the Way, and Business as Cake
