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Greylock Partners

AI-First Investment Thesis

Building with AI from inception

January 1, 20255 themesView Original

Summary

Greylock's strategic focus is on AI-first companies, with domain expertise spanning AI, Cybersecurity, Infrastructure, SaaS, Consumer Marketplaces & Commerce, and Fintech & Crypto. Over 80% of their investments are first checks (Pre-Seed, Seed, or Series A).

The firm particularly concentrates on AI-native startups from inception—not just in core product development, but also in operational scaling.

AI-First Companies

Greylock emphasizes AI-first companies where AI is foundational, not bolted on. They seek AI-native startups from inception.

  • AI as foundational architecture
  • AI-native from day one
  • Operational AI scaling
  • 80%+ first-check investments

Cybersecurity

Security remains a core focus as AI creates new attack surfaces and defense opportunities.

  • AI-powered security tools
  • New threat detection
  • Identity and access management

Infrastructure

The picks and shovels of the AI era—developer tools, data infrastructure, and compute platforms.

  • Developer tools and platforms
  • Data infrastructure
  • Compute and cloud services

Consumer & Commerce

Consumer marketplaces and commerce platforms being reimagined with AI at the core.

  • AI-powered marketplaces
  • Commerce automation
  • Consumer AI applications

Fintech & Crypto

Financial technology and crypto infrastructure investments.

  • Financial infrastructure
  • Crypto platforms
  • Payment systems

Source: Greylock Partners

Last updated: January 1, 2025

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