Theory Ventures, every mention

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Verbatim, from the transcripts: the passages where Theory Ventures comes up

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Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings Nov 20, 2025 · 4 mentions

  • ▶ 23:49 unnamed speaker I need theories fees. 2 times in the scene
  • ▶ 35:22 unnamed speaker So, I don't know what theory thinks, but it's to your point, right?
  • ▶ 1:26:00 Harry Stebbings Tom, you're going to have to let the theory LPs know that slight strategy shift.

The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings Nov 24, 2023 · 1 mention

  • ▶ 10:42 Harry Stebbings Now, Tom Tungus, you know, you founded Theory Ventures, which is one of the leading AI investors.

Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings Apr 21, 2023 · 5 mentions

  • ▶ 0:29 Harry Stebbings I mean, that is so, so kind, but I want to start with, uh, you bluntly, which is obviously we recently founded Theory, such an exciting time.
  • ▶ 1:41 Harry Stebbings If there are one or two big takeaways for you from your time at Redpoint, I'm asking you to distill 15 years of lessons in a short sound bite, but what would they be, and how does that influence how you think about building theory moving… 4 times in the scene
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