Threshold Ventures

Threshold Ventures

[Josh Stein @JoshSteinVC]

Running my own little fleet of Claude agents — newsletter ingest, tweet drafts, code review on my PRs — has made one thing obvious: the prompt you shipped last week is often not the behavior running today.

LaunchDarkly's AgentControl feels like the right shape of an answer. Excited to try it out!

[Lisa Xu @lisamxu]

Nothing more energizing than a fantastic board meeting at your portco’s brand new office. Congrats @Bluefish_AI on the beautiful new HQ!

[Parker Conrad @parkerconrad]

Rippling is the *legitimate* way to spend less time on your SOC 2.

Every other SOC 2 product is purely a detection system — a reporting layer bolted on top of tools it doesn't control.

Rippling *is* those tools. That’s how we’re able to get SOC 2 done unbelievably fast.

[Arpit Mittal @i_arp1t]

Pretty fired up to be backing @MillionInt @_arohan_ @juliacvillagra and the rest of the elite crew at Core! An AI that builds for AI, from ground up! One of the most ambitious team that we've backed at @thresholdvc!

[Parker Conrad @parkerconrad]

Rippling AI was the most successful launch we've ever done. On the heels of this launch, Rippling's revenue is now growing 78% YoY (at ARR over $1 Billion). And this growth rate has now increased, every quarter, for three straight quarters.

[Parasail @parasail_io]

Developers don't want GPU contracts. They want to ship.

Today we're announcing Parasail's $32M Series A, co-led by Touring Capital and Kindred Ventures.

No rigid contracts. No capacity ceilings. Inference demand is skyrocketing. We built for this.

https://t.co/Q8SQ0mBjHy

[Lisa Xu @lisamxu]

Very excited to share that @thresholdvc led @Bluefish_AI's $43M Series B alongside @NEA and an incredible group of strategic and existing investors.

The future of brand discovery and evaluation runs through AI. Bluefish is building the full-stack agentic marketing platform for the enterprise.

Congrats to the entire Bluefish team. Let's go!! 🐟

[Josh Stein @JoshSteinVC]

Congrats to @DvirSegev, @Yanir_ and the Enclave team. The insight is sharp: AI made code creation fast, but review and security didn���t keep up. Independent audit of AI-generated code is a real gap, and the early results finding vulnerabilities that model-native tools miss are compelling. Proud to have @thresholdvc as part of this round!

[Josh Stein @JoshSteinVC]

For years, @parkerconrad has been making the case that the real unlock in business software is the underlying employee data model. That’s why this launch matters: Rippling’s AI isn’t a thin wrapper on top of disconnected tools, it’s built on the system of record for the workforce. The customer posts are worth reading.

[Parker Conrad @parkerconrad]

Link to blog post / announcement: https://t.co/9OIetsyYFN

[Parker Conrad @parkerconrad]

Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees.

Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n

[Josh Stein @JoshSteinVC]

Big congrats to Zoe Weil and the @sequen_ai team on the Series A, and to my partner @lisamxu on a great call here. Excited for @thresholdvc to be part of it. Sequen is building a powerful new approach to real-time behavior optimization, helping enterprises move beyond static personalization toward dynamic, in-session experiences in the AI era.

[Lisa Xu @lisamxu]

Excited to announce that we co-led a $16M Series A for @sequen_ai, the world's first behavior design engine for the enterprise.

Sequen enables consumer companies to deliver real-time, in-session personalization by training on live user behavior and making sub-second ranking decisions - driving real revenue lifts.

I'm so grateful that we at @thresholdvc get to partner with Zoe and the entire Sequen team as they build the foundational infrastructure for every consumer company that wants to compete in the AI era.

https://t.co/mXvpjMpxlV

[Sequen AI @sequen_ai]

Fortune 500 companies use Sequen to drive material revenue lift — within days of going live.
Today we're announcing Sequen's $16M Series A, co-led by White Star Capital and Threshold Ventures, with our seed investors – Greycroft and Vinyl – doubling down.
https://t.co/25Keq0XLhu

[Lisa Xu @lisamxu]

Awesome that @thresholdvc and @JoshSteinVC are partnering again with @jeffiel (co-founder and CEO of @twilio), this time taking on the even bigger ambition of commercializing fusion energy
https://t.co/U79zkqPJPD

[Josh Stein @JoshSteinVC]

I’m excited to share that @thresholdvc has invested in Inertia Fusion’s Series A, announced today. Really excited to be working with @jeffiel again!

https://t.co/Tkf9VEBbtY

[Lisa Xu @lisamxu]

Proud to share that @thresholdvc has invested in @adaptionlabs, which is announcing a $50M seed today.

I couldn't be more excited to partner with @sarahookr and @sudip_r0y as they build (at lightning speed!) fundamentally different AI systems - models that are highly efficient and adapt in real time.

Congrats to the entire Adaption Labs team on this milestone. Even more exciting things coming very soon - stay tuned! 🚀

[Mo Islam @moislamvc]

Wonderful time this week at the @ToposBio and @modal JPM event on "small molecules and big computers!"

With their new foundational model Topos-1, the team has been able to characterize disordered proteins in a way that hasn't been achievable before.

Instead of just returning one static protein structure, Topos-1 is able to generate tens of thousands of protein conformations in minutes, at full atomic resolution. Thanks Modal for the computational muscle.

Terrific to see the pharma partner response to the team's data around intrinsically disordered targets for Parkinson's disease and prostate center. Excited for what's to come!

[Arpit Mittal @i_arp1t]

Would your AI startup survive if your primary chip provider went dark tomorrow?

https://t.co/BZHAo7ih9c

[Arpit Mittal @i_arp1t]

Why 2026 is the Year of Predictable AI: The Death of the "Stability Tax"
https://t.co/ycBlbJeH2Q