Matt Welsh
Co-founder & Chief Architect
"SignalFire has been the most active and engaged partner on our cap table by far. We've gotten tons of help with customer intros, recruiting, PR, and much more through the SignalFire team. A lot of VC firms tell you how they will be helpful, but SignalFire actually delivers on this promise."
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Recent posts
July 13, 2026
Don't delete your AI agent traces. Learn why agent trajectories are critical data assets for enterprise LLM monitoring, security, governance, and fine-tuning. Consider traces as a first-class data asset, and treat them with the same respect as your system logs, CRM, or data warehouse.
June 29, 2026
Modern AI operates on a paradox: we understand the mathematical building blocks of neural networks, but the complex functions they learn remain an opaque black box. As models scale, they trigger unpredictable emergent properties. While empirical data proves that scaling reliably improves performance, the industry remains deeply divided on whether continuing this path will result in a hard plateau or entirely new capabilities.
June 3, 2026
Is software dead? Are we in an AI bubble? SignalFire's CTO, Ilya Kirnos, ranks the 4 arguments driving the "SaaSpocalypse" and breaks down where true defensibility and enterprise tech moats live now.
*Portfolio company founders listed above have not received any compensation for this feedback and may or may not have invested in a SignalFire fund. These founders may or may not serve as Affiliate Advisors, Retained Advisors, or consultants to provide their expertise on a formal or ad hoc basis. They are not employed by SignalFire and do not provide investment advisory services to clients on behalf of SignalFire. Please refer to our disclosures page for additional disclosures.