Developer Relations at Theory

Theory Ventures launches developer relations team to share AI building experiences & learn from the community. Discover how VCs are adapting workflows with agents, tool calls, and large action models.

Developer Relations at Theory

10 Months into AI Agents : Which Are Used Most?

Analysis of 200 Model Context Protocol tools shows developers prioritize infrastructure & search over entertainment. 54% of MCP usage focuses on code generation, debugging & terminal access - revealing AI adoption patterns.

10 Months into AI Agents : Which Are Used Most?

Two Data Giants, One Revenue Milestone

Databricks forecast $4B revenue for FY2026 while Snowflake achieves $4.116B LTM. Nearly identical big customer counts (650 vs 654) but divergent growth trajectories & valuations in the AI-driven data platform race.

Two Data Giants, One Revenue Milestone

What It Feels Like to Build in AI

The daily excitement & uncertainty of building in AI - from morning breakthroughs to imposter syndrome, exploring what it means to navigate rapid change in artificial intelligence.

What It Feels Like to Build in AI

A Living Market Map

Theory introduces our living 3D market map - a dynamic visualization of startup ecosystems that evolves in real-time. See how we think about the world and submit your startup to be included.

A Living Market Map

The $20/Month Software Revolution

How AI coding tools are enabling anyone to build applications for $20/month, disrupting traditional software development & creating new strategic opportunities for founders.

The $20/Month Software Revolution

The AI Tide Lifts Databases

Discover how AI is driving Snowflake's 32% revenue growth, with AI features now deployed across 50% of accounts and powering 25% of enterprise workloads.

The AI Tide Lifts Databases

The Second-Order Effects of AI

Explore how AI's exponential growth is creating ripple effects across tech, with MongoDB's 24% revenue surge highlighting new opportunities in cloud infrastructure and data services.

The Second-Order Effects of AI

Netflix's New AI Role

Explore how Netflix's new Media ML Data Engineer role signals the fusion of software and data engineering, as unstructured data becomes central to AI innovation.

Netflix's New AI Role