General Partner at Theory Ventures, formerly at Redpoint Ventures for nearly 15 years. Focuses on AI, data, and ML investments. Uses AI agents to analyze 3-4x more companies.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
AI advertising will become a massive market exceeding search ($250B) and social ($263B) ads, and is essential for OpenAI to offset inference costs — similar to Netflix's ad tier — with ads living in middle-to-bottom of funnel driving personalized conversions.
The firm employs more engineers than investors to build AI agents that analyze 3-4x more companies per year, automating first-pass filters, memo generation, and market mapping.