tomasTomas is a partner at Theory Ventures, a venture capital firm focused on early-stage infrastructure and AI investments. He has invested in inference optimization (Sail), local inference (Ollama), and tracks vertical AI valuations, legacy software rollups, and the agentic economy.
jeremy allaireSerial entrepreneur on his third company (fourth founding effort) and third IPO; has built Circle over 12+ years into a public company (~$20B market cap) issuing USDC, the largest regulated stablecoin; led the company through a near-bankruptcy moment in 2019 and the passage of the Genius Act establishing federal stablecoin law.
william leadenWilliam Leaden is the co-founder and CEO of Rune, which builds modular data centers that convert unused utility-scale solar power directly into AI compute. He previously worked in the Obama White House, at a hydropower company, and at SB Energy. Spark Capital led Rune's Series B.
justin baroseJustin Barose is a mechanical engineer and theoretical physicist (dual PhD) who founded Reno to solve the turbulence problem via a closed-form Navier-Stokes framework. The Brooklyn Navy Yard startup of 8 people is building computational software, then industry modeling, then hardware control for fluid dynamics.
eli walksEli Walks founded Footprint, an AI operating system for financial crime compliance (AML, sanctions, fraud) serving large fintechs, crypto firms, and banks. The company uses usage-based pricing, synthetic case libraries, and hundreds of database integrations to give agents infinite compute and memory. Raised $25M Series B.
sean mccarthySean McCarthy is the co-founder and CEO of Back Ops, an AI-native resolution layer for supply chain back offices. Formerly at Amazon, he targets retailers, grocers, and pharma with computer-use agents that automate claims, returns, and carrier disputes — achieving 13% higher approval rates than humans. Raised $42M Series B.