Pebblebed | Activity | F4

Team Portfolio Raise Champions Essays

F4/Pebblebed/Activity

Pebblebed Activity

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

Types

Time range

Team Change

Kevin Liu joined Pebblebed as a member of the investment team, focused on AI and frontier tech. Before joining, he contributed to investments in Wiz and other major tech companies. He focuses on exceptional product and frontier technology.

Pebblebed

PebblebedPebblebed

Added recently

Podcast

Keith Adams appeared on a podcast as Founder of Pebblebed, featured on the firm's website in the 'In the media' section.

Pebblebed

PebblebedPebblebed

Added recently

Team Change

Balaji Daggupati, a chess grandmaster with background across chess, public markets, and software, joined Pebblebed as a Member of Investment Staff focused on AI, software, and technically complex markets. He published the Nous chess engine essay.

Pebblebed

PebblebedPebblebed

pebblebed.comJUL 27, 2026

JUL 27, 2026

Essay

Balaji Daggupati published a detailed technical essay introducing Nous, a chess engine built on discrete diffusion that plans without search. It serves as an instrument to measure whether AI systems can trust their own judgment, revealing three findings about self-verification thresholds, reward model dynamics, and the limits of test-time compute.

Pebblebed

PebblebedPebblebed

pebblebed.comJUL 27, 2026

JUL 27, 2026

Investment

Backed Build's seed round for AI-native commercial real estate workflows.

Build.inc

Build.inc Pebblebed

pebblebed.comJUN 30, 2026

JUN 30, 2026

Essay

Published a thesis essay on the rapid growth of AI compute and infrastructure software opportunities.

On Computers

Northflank Lemurian Labs Build.inc Cedana Pebblebed

pebblebed.comJUN 21, 2026

JUN 21, 2026

Exit

Pebblebed portfolio company Ona had an exit on June 11, 2026. Ona was an AI-native software engineering platform.

Ona

cbinsights.comJUN 11, 2026

JUN 11, 2026

Investment

Led Ulysses' seed round for autonomous underwater vehicles after reaching terms in March 2025.

Ulysses

Ulysses Pebblebed

pebblebed.comJUN 8, 2026

JUN 8, 2026

6 essays· MAR 2026 – APR 2026Show all

Essay

Keith Adams argues that 'intelligence' is not a technical term and AI capabilities should be understood through computational complexity theory rather than vague concepts like AGI.

Pebblebed

PebblebedPebblebed

pebblebed.comAPR 28, 2026

APR 28, 2026

Essay

Keith Adams on delegating work outside your zone of genius to AI agents and closing automation gaps.

Agentist Manifesto

pebblebed.comAPR 15, 2026

APR 15, 2026

Essay

Pamela Vagata argues that autonomous agents are breaking the human-bounded assumptions behind per-seat SaaS pricing, and that software will need to anchor pricing to work, outcomes, or coordination instead of users.

Pebblebed

PebblebedPebblebed

pebblebed.comMAR 26, 2026

MAR 26, 2026

Essay

Jenny Guanni Qu explores indirect prompt injection attacks combined with neurotechnology as AI safety failures.

Escape Sequence

pebblebed.comMAR 26, 2026

MAR 26, 2026

Essay

Pamela Vagata argues per-seat SaaS pricing is obsolete because AI agents have no biological usage constraints.

The End of Per-seat SaaS

pebblebed.comMAR 26, 2026

MAR 26, 2026

Essay

Pamela Vagata on infrastructure prerequisites for an internet where agent populations exceed human populations.

The Internet Will Have More Agents Than Humans

pebblebed.comMAR 6, 2026

MAR 6, 2026

Page 1 of 2