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Building Software for Hardware's Highest-Stakes Moments
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Building Software for Hardware's Highest-Stakes Moments

By Paul Smalera

Nine years at SpaceX taught Revel founder Scott Morton that code running rocketships and nuclear reactors must be reliable.

Founder profiles

Real stories
from founders and builders.

Perspectives

Our view on what's next

We asked founders which seed-stage startups they’re watching. Here are their picks.

What the Newcomer x Felicis Emergent list responses reveal about AI infrastructure, robotics, and bio.

Mary Ann Azevedo

The Physical World Has No Data Stack

Robots are about to become one of the largest data sources on Earth. The infrastructure to move, store, and query that data barely exists.

Tobi Coker

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.

Tobi 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.

Nancy Wang

The Felicis Forecast

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

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
Portfolio News

Backed by Felicis. The latest portfolio news.

Building the trust layer between businesses and models

A conversation between Peter Deng and Anastasios Angelopoulos on what’s next following Arena’s Series B

Peter Deng

Rebuilding the Way We Build

Manufacturing at the speed of innovation. Why we invested in Arda’s Series A.

Peter DengGraham Littlehale

Search In the Age of Agents

Agents don't want a page of blue links, they want the information itself. Why we invested in Exa's Series C.

Peter DengTobi Coker

Supabase: Store All the World's Data

How Paul Copplestone and Ant Wilson built Supabase into a $10 billion company while keeping the developers who got them there

Aimee Groth

The Magnetic Moment

Solcoa is making magnet-grade rare-earth metal in Alameda, California. Why we led its seed round.

James Detweiler

The Physical World Gets a Digital Workforce

Our investment in Magentic

Feyza HaskaramanSundeep Peechu
Firm news

Firm news The latest from our team.

Welcoming Tony Shi as Our Newest Partner

Tony joins Felicis to accelerate our investments in university researcher-founders

Michelle DelcambreAydin Senkut

Welcoming Graham Littlehale To Felicis

Our newest partner is a true believer in the builders of hard tech

Aydin Senkut

James Detweiler is Now a General Partner

Plus, Our 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
Press

On the record
and making headlines.