Felicis Ventures — Activity | F4Felicis Ventures Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Published a 2026 forecast on AI-driven changes across services, physical infrastructure, autonomous defense, security, agents, and frontier science.
The Felicis Forecast
Published survey-driven thesis work on AI inference, agent infrastructure, orchestration, and evals as emerging infrastructure opportunities.
The AI Stack Is Half-Built
4 investments· APR 2026 – MAY 2026Show all
Investment
Participated in DeepInfra's $107M Series B for production-scale AI inference cloud infrastructure.
DeepInfra
Investment
Participated in Fractile's $220M Series B to develop next-generation AI inference hardware.
Fractile
Investment
Led Blomma's seed round for a private AI career coaching product.
Blomma
Investment
Led Dreambase's $3.7M seed round for AI-native analytics on top of Supabase.
Dreambase
Team Change
Hired Peter Deng, former OpenAI consumer VP leading ChatGPT team, as general partner to strengthen AI investing capability.
Peter Deng joined as general partner