Recursive Ventures — Activity | F4
Recursive Ventures Activity Every public signal F4 has attached to this firm, with sources and cross-entity links.
News
Itamar Novick named to Business Insider's Seed 100 list of the best early-stage investors of 2026. Business Insider Seed 100: Best Early-Stage Investors of 2026
VC Uncovered published an in-depth interview with Itamar Novick discussing the AI infrastructure bubble thesis and Recursive's focus on application-layer survivors. Itamar Novick — VC Uncovered
Essay
Published essay examining risks and strategy for bridge financing. Startup Anti-Pattern #11: Bridge to Nowhere
Essay
Published essay on the perils of collective decision-making in product development. Startup Anti-Pattern #12: Design by Committee
Exit
Portfolio company MileIQ acquired by Bending Spoons for $233 million. MileIQ
3 essays · MAR 2025 – MAY 2025 Show all Essay
Itamar Novick published thesis on consumer AI opportunities and announced Recursive Ventures' $1M Consumer AI Program. Consumer AI: The Next Frontier for Venture Capital
Essay
Published essay on founder overconfidence as a critical failure factor in startups. Startup Anti-Pattern #9: (Founder) Arrogance
Essay
Published essay on scope management and strategic focus in early-stage companies. Startup Anti-Pattern #10: Boiling the Ocean
New Fund
Recursive Ventures closed Fund III at $30M, a solo capitalist fund focused on data and AI startups at the pre-seed and seed stages. Recursive Ventures Fund III — $30M Solo Capitalist Fund