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The Felicis Forecast
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The Felicis Forecast

Our map of the fault lines where consumer, organizational, and socio-economic changes will collide with AI’s potential.

Founder profiles

Real stories
from founders and builders.

Perspectives

Our view on what's next

We're living in a multi-model world

How alternative models support a valuable multi-model stack, and where we think the next $10B+ company gets built.

Dan BartusTobi CokerFeyza Haskaraman

CISOs Have Budget for AI Security. The Missing Layer is the Control Loop.

What enterprise security leaders told us about the fastest-growing line item in their budgets, and about the category gap they're trying to fill.

Jake StormDan BartusNancy Wang

The AI Stack Is Half-Built

Notes from a survey of twenty-three AI-native engineering leaders on what they spend, what they ship, and what they still build themselves.

Tobi Coker

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
Portfolio News

Backed by Felicis.The latest portfolio news.

The Third Way to Power AI

Our Investment in Endurance Energy

Sundeep Peechu

Healthcare's first AI-native home health provider

Our Investment in Adaptive Innovations

Peter DengEric Flaningam

Building the next generation of inference hardware

Our Investment in Fractile

Aydin Senkut

AI-Native Analytics for the Supabase Era

Our investment in Dreambase

Viviana Faga

A Coach for the Rest of Us

Our Investment in Blomma

Viviana Faga

Foresight as Infrastructure

Our investment in Sooth

Aydin SenkutFeyza Haskaraman
Firm news

Firm news The latest from our team.

Expanding Our Investing Team

Two Partner Promotions, and a New Venture Partner!

Aydin Senkut

Welcome Ben Mathes, our new Head of AI

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

Aydin Senkut

Meet Our Newest Partner Feyza Haskaraman

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

Aydin Senkut

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.

Aydin Senkut

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

Katie Riester

Helping Founders Become Unbreakable

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

Dasha Maggio
Press

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and making headlines.

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