Llama Ventures | Activity | F4

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Team Portfolio Raise Champions Essays

F4/Llama Ventures/Activity

Llama Ventures Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Investment

Led Visko's $10M pre-seed round for its real-time 4K AI video model Orbis.

Visko AI

Visko AI Llama Ventures

finsmes.comSEP 1, 2026

therobotreport.com

SEP 1, 2026

Essay

Kyle Qi argued the AI infrastructure layer, not foundation models, is where reliable value is accruing.

The real money in AI isn't in the models

llamaventures.vcJUL 2, 2026

JUL 2, 2026

Essay

Gavin Zhu argued cloud infrastructure middlemen will flourish as 'super-wholesalers' as AI agents proliferate.

Just middlemen and wrappers? On value-add in the Agent era

llamaventures.substack.comMAY 30, 2026

MAY 30, 2026

Investment

Co-invested with Ondine Capital in Aboard's funding round for its next phase of growth.

Aboard

Aboard Llama Ventures

venturecapital.comMAY 20, 2026

MAY 20, 2026

Essay

Herman Zhou wrote on values becoming engineering and commercial moats, using Anthropic as the leading example.

The Value of Values: Anthropic's AI Constitution

llamaventures.vcJAN 28, 2026

JAN 28, 2026

Essay

Herman Zhou argued Silicon Valley remains the best base for founders building truly global companies.

If It's Possible, Founders Should Still Come to Silicon Valley

llamaventures.vcNOV 2, 2025

NOV 2, 2025