News & Insights

The Only Moat That Matters

The Only Moat That Matters

By Aimee Groth

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

The Only Moat That Matters

Featured Article

The Only Moat That Matters

By Aimee Groth

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

Founder profiles

Real stories
from founders and builders.

Becoming Essential to the AI Revolution

How Jan Oberhauser and the n8n community built the backbone of the AI ecosystem

In The Arena

How Anastasios Angelopoulos and Wei-Lin Chiang Built AI's Most Trusted AI Evaluation Platform

Culture of Shipping, the Artist as CEO, and Running a Full Stack Company

An interview with Cristóbal Valenzuela from Runway

Perspectives

Our view on what's next

The Great Splintering

On trust, presence, and the things that don't scale

James Detweiler

Researchers, Builders, and What I’m Paying Attention to in 2026

Why the "researcher vs builder" founder paradigm is false

Michelle Delcambre

The Next Frontier: How GenAI is Transforming Direct Procurement

Early 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

How to Size the Market for Vertical AI

“Small market” may be the two most dangerous words in venture capital.

Eric FlaningamSundeep Peechu

Rocket Fuel for AI

Why Reinforcement Learning Is Having Its Moment

The AI Partition Function

Splitting Effort Between Humans and Agents

James Detweiler

Portfolio News

Backed by Felicis.The latest portfolio news.

A Coach for the Rest of Us

Our Investment in Blomma

Foresight as Infrastructure

Our investment in Sooth

Aydin SenkutFeyza Haskaraman

Your Life's Inbox

Our Investment in Extra

Peter DengJames Detweiler

Security gets a new brain

Our investment in Artemis

Proactive Security for the Code Gen Era

Our investment in Corridor

Jake StormNancy Wang

The Frontier AI Lab for National Security

Our investment in Smack.

Firm news

Firm news The latest from our team.

Expanding Our Investing Team

Two Partner Promotions, and a New Venture Partner!

Welcome Ben Mathes, our new Head of AI

Ben builds AI systems deep into how we operate and invest.

Meet Our Newest Partner Feyza Haskaraman

Feyza is focused on enterprise security, developer infrastructure, and AI-native applications.

Announcing Our Largest Fund Yet: FV X $900M

Peter Deng Joins Felicis as General Partner

Peter has helped build products that billions of people use and love.

Felicis’ First Ever Call for Startups

If you're an ambitious builder solving one of these problems, we want to hear from you.

Welcome Elisa Schreiber as Felicis CMO

Elisa helps Felicis-backed founders with marketing strategy, and leads all brand activities for our firm.

Aydin SenkutSundeep Peechu

Why Founders Should Consider the Importance and Impact of Limited Partners

And why we're particularly proud of Felicis LPs

Helping Founders Become Unbreakable

Felicis talks about Founder Pledge, 1% on top of every first check committed for founder performance and support.

Press

On the record
and making headlines.

These 26-Year-Old Founders Quit DHS And Built A $200 Million AI Cyber Startup

After a string of successes, early-stage fund Felicis raises fresh $900M

The Rising Investors Behind The New Unicorn Class

Top OpenAI, Google Brain researchers set off a $300M VC frenzy for their startup Periodic Labs

Former GitHub CEO raises record $60M dev tool seed round at $300M valuation

Felicis GP Peter Deng on the next wave of consumer AI

Newsletter

Get the latest news & insights

from the Felicis community.

Newsletter

Get the latest news & insights

from the Felicis community.