Betaworks | Activity | F4Betaworks Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Published a thesis essay on voice interfaces as the on-ramp to next-generation AI products.
Voice is the Gateway Drug to Next-Gen AI
Portfolio company Everlane was acquired by Shein for approximately $100M.
3 milestones· FEB 2026 – MAR 2026Show all
Milestone
Rec Room announced shutdown of platform with select assets acquired by Snap.
Recroom
Milestone
Portfolio company Granola achieved unicorn status.
Granola
Milestone
Portfolio company Granola reached unicorn valuation status.
Granola
Essay
Published essay on Granola's investment thesis and impact.
Granola's Big Bet on Gravity
Investment
Led Solaya's $2M pre-seed round for its phone-to-3D AI capture technology used by LVMH and Mattel.
Solaya
3 essays· NOV 2025 – JAN 2026Show all
Essay
Announced Spring 2026 AI Camp: Agent Systems focused on autonomous agent systems delivering integrated solutions.
AI Camp: Agent Systems theme announcement
Essay
Announced AI Camp Interfaces cohort companies, showcasing thesis on native AI interfaces.
AI Camp: Interfaces - Meet The Companies
Essay
Published thesis on memory systems and AI integration.
Deep Dive: Memory + AI
Investment
Invested in Sandbar Series A.
Sandbar
Investment
Invested in Tycho AI Series A round.
Tycho AI
Exit
Portfolio company The Browser Company acquired by Atlassian for $610M.
Thebrowser
Exit
Portfolio company Subconscious exited.
Subconscious