Felicis

Supabase began as an open-source alternative to Firebase. Its ambition now is much larger: to become the world’s most successful database company and store all the world’s data. That vision requires solving one of Postgres’s biggest challenges: operating reliably at enormous scale. Through Multigres, Supabase is building an open-source scaling layer designed to bring high availability, operational simplicity, and eventually Vitess-grade horizontal scaling to Postgres. It is a characteristically ambitious next chapter from Paul Copplestone, Ant Wilson, and the Supabase team. They are pairing one of the world’s largest developer communities with deep, long-term technical differentiation. We at Felicis have been true believers since we led Supabase’s Series B in 2022 and are proud to continue supporting the team as they build toward a future where there is no size Postgres cannot reach. This is the story of two founders who built the invisible backend of the AI coding boom without losing the developers who got them there: cc: Viviana Faga Aydin Senkut 🔗 felicis.link/EXia6xQ

DeepInfra has reached a major milestone: we're now at a $105M+ run-rate, nearly 14x where we were a year ago. We're also processing 22 trillion tokens every week, more than triple our volume in May. The numbers point to a bigger shift. AI is moving out of the lab and into production, and production changes the game. When real users are on the other end, latency, uptime and cost per token stop being benchmarks and start being the business. That's the problem we built DeepInfra to solve. None of this happens without our customers. Teams like LiveKit, humans&, and OpenCode run demanding workloads on our platform every day and push us to keep getting better. It also doesn't happen without the amazing DeepInfra team, who keep scaling our infrastructure to meet that demand. We're just getting started. https://lnkd.in/gd5rdMYQ

Simulation has the potential to be transformative, but only if it's accurate. Today, Aaru is sharing results of a comprehensive evaluation across 2,993 questions, with an industry-leading mean TVD of 7.62% and an MAE of 3.53%. More below, including the full post on our site.

What does AI’s next chapter require beyond bigger and better models? Meet Feyza Haskaraman: Partner at Felicis and an investor focused on AI-native enterprise security and developer infrastructure. An MIT-trained engineer turned investor, Feyza focuses on the infrastructure and security layers that will determine how AI gets built and deployed in the real world. Her work spans AI-native applications, developer tools, enterprise security, and the platforms powering an AI-first future. On 10/17 at the MIT AI Conference in Mountain View, CA, Feyza joins the panel “Beyond the Model: What Comes Next in AI,” bringing an investor’s perspective on the technologies, infrastructure, and security challenges that will shape AI’s next chapter. Please join us: https://luma.com/mitai2026 Thanks to our sponsors: Taikun, E14 Fund, Orrick, Herrington & Sutcliffe LLP, Goodwin, Legaleez, Woodside Capital Partners, Stifel Bank. Shuja Keen, Rachel Lang, Luna Maroun, Zeenat Patrawala, Sasha Hoffman, Nancy Wang, Massachusetts Institute of Technology, MIT Alumni Association #MITAI2026 #AI #MITAIConference #MITAS #AIInfrastructure

Nearly every advanced technology, from EVs to the precision weapons the US depends on, runs on rare earth magnets. Almost none of that supply chain runs outside China, and beginning in 2027 US defense contractors will have to certify that no stage of theirs passed through China. Solcoa Industries is building the missing piece. From its warehouse in Alameda, it makes magnet-grade rare earth metal from oxides and from scrap, at lower cost than the conventional route and without greenhouse gases. It's the step the US has spent years and more than a billion dollars trying to rebuild at home, and it sits at the center of our global resilience focus. We're proud to keep backing Hooman Reza Nezhad and Artem Iurkovskyi by investing in Solcoa's Seed. James Detweiler tells the story here: felicis.link/dP9AmDd