Felicis

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The latest theses, insights, and blog posts from Felicis

The Replatforming of CRM

September 03, 2025

Investing in Evertune

August 12, 2025

The AI Partition Function

August 08, 2025

Investing in Knox

July 14, 2025

Routing the Future

July 14, 2025

Voice AI in a Box

July 14, 2025

Investing in Revel

July 11, 2025

Investing in Paraform

June 24, 2025

Investing in Eventual

June 24, 2025

The Agent Economy

June 22, 2025

Prompt-Driven Design

June 22, 2025

The Agentic Web

June 22, 2025

A Shift in ML deployment

June 22, 2025

The AI Agent Abstraction

June 22, 2025

AI is Not Magic

June 22, 2025

Academia to Agentic AI

June 22, 2025

Investing in Browser Use

June 09, 2025

Investing in Observo AI

June 09, 2025

Investing in Chalk

June 04, 2025

Investing in Archil

June 04, 2025