News &amp; Insights

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

Eric FlaningamSundeep Peechu

How to Size the Market for Vertical AI

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

Rocket Fuel for AI

Why Reinforcement Learning Is Having Its Moment

Astasia Myers

The AI Partition Function

Splitting Effort Between Humans and Agents

James Detweiler

I AM Broken: Why Traditional Identity & Access Management Fails in an Agent-First World

Our Principles for Agent-Native Authorization

Nancy Wang Jake Storm

Portfolio News

Backed by Felicis.The latest portfolio news.

The Frontier AI Lab for National Security

Our investment in Smack.

Jake Storm

The World’s Next Developer Platform

Our investment in Entire.

James DetweilerMichelle Delcambre

A step-change on the path to AGI

Our investment in Ricursive Intelligence.

Creating AI-Native Human Relationships

Our investment in humans&.

Aydin SenkutPeter DengAstasia MyersSundeep Peechu

Benchmarking and Advancing the Progress of All AI Models

Our investment in Arena.

Computer-using agents for real-world workflows

Our investment in Simular

Peter Deng

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.

Aydin SenkutSundeep Peechu

Welcome Elisa Schreiber as Felicis CMO

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

Why Founders Should Consider the Importance and Impact of Limited Partners

And why we're particularly proud of Felicis LPs

Katie Riester