Oceans
Joshua Rahn  ·  Co-Founder & Managing Partner, Oceans

Get inside my head.

Learn what's important to me.

Twenty-five years of building before I ever wrote a check — Facebook's New York office in 2007, and a lot of hard calls since. Interviews, essays and posts on inference, the cost of compute, and the founders betting everything on getting there first.

12 pieces 5 on camera Latest  September 2026
josh@oceans.ventures · 917.423.5205 · LinkedIn · Instagram

The record

Newest first. Orange markers are on-camera.

SEP2026
Agents  ·  September 29, 2026

The Agent Era Is Here, Thank You Patient Capital

Six minutes on the NYSE floor with Kristen Scholer, days after Zuckerberg put Muse at the center of Connect. On the five-year build the market punished — $70B of Reality Labs losses, two-thirds off the stock in 2022 — and what it actually bought. The endpoint held. The route changed.

Joshua Rahn on NYSE Live discussing Meta's Muse
Oceans Ventures Co founder Josh Rahn Meta Muse Proves ‘The Agent Era is Here’
NYSE Interview
SEP2026
Agents  ·  September 2026

Meta Connect — Muse: The Agent Era Is Here

Connect turned into a Muse event: an agent on your phone, your Mac, your glasses and your keychain. The long-form case for why “phoneless and headless” stopped being a prediction, written the same week as the NYSE segment.

Read the Article
AUG2026
Etched  ·  August 20, 2026

Etched's $700M Round at $21B

The Wall Street Journal broke the round — Jane Street leading, and also signing on as Etched's first client. Josh on the NYSE floor on what it signals for inference, and on the three years of work behind a number that looked sudden.

Joshua Rahn during the NYSE Live interview
Oceans Co-founder Joshua Rahn Talks Significance of Etched's $700 Million Raise
NYSE Interview LinkedIn Post
AUG2026
Healthcare  ·  August 2026

Arya — Healthcare Doesn't Need to Be Broken

More care, less admin. On the back-office weight that sits between clinicians and patients, and the companies rebuilding it.

LinkedIn Post
JUL2026
Inference  ·  July 2026

The Cost of Compute

For years the question was how capable these models could get. That stopped being the bottleneck. Cost per unit of compute is the whole game now — and the labs repricing their APIs are telling on themselves.

Joshua Rahn during the NYSE Live interview
Oceans Co-founder Joshua Rahn Says the Story in AI is Shifting
NYSE Interview LinkedIn Post
JUN2026
Etched  ·  June 30, 2026

Etched Comes Out of Stealth

Low voltage inference, cluster-scale memory, first-try silicon on TSMC 4nm. The full case for why we backed a team building for inference and nothing else — and what talent density actually looks like up close.

Read the Article LinkedIn Post
MAY2026
Venture  ·  May 27, 2026

The Current State of AI Investments

Four months heads-down, then the NYSE floor. Where capital is actually moving in AI, what the headline rounds obscure, and why the earliest signal is still the team.

Joshua Rahn during the NYSE Live interview
Oceans Co-founder Joshua Rahn Reveals Current State of AI Investments
NYSE Interview Yahoo Finance LinkedIn Post
APR2026
AI  ·  2026

AI Is the New UI

The interface layer is being rewritten in real time, and the assumptions underneath a generation of software products are going with it.

LinkedIn Post
NOV2025
Personal  ·  November 16, 2025

Karma Is Undefeated

The Ackerman Institute for the Family Visionary Award speech. On a single mother in 1982 who decided therapy was something you seek, not something you hide from — and everything that followed from it.

Read the Speech LinkedIn Post
OCT2025
Venture  ·  October 13, 2025

Be the VC Founders Truly Want

Nearly an hour with Zypsy on what the operating years actually taught him. The “Oceans 12” philosophy, why go-to-market and monetization are non-negotiable, hiring slow and firing fast — and the loneliness of founding that never makes it into the pitch.

Joshua Rahn during the Zypsy interview
Oceans Of Venture Capital
Zypsy Interview
OCT2022
Teams  ·  October 26, 2022

The Power of Teams

Written ten days after the annual investor meeting, on the one theme that kept surfacing in the room. Trust is what turns a group of people who work together into a team — and the companies that get built through a downturn are built by founders who got that part right first.

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FEB2022
Oceans  ·  February 9, 2022

Three Years, 37 Investments

The day Oceans started leading and co-leading pre-seed and seed rounds, writing $1M+ checks. Three years in, a pandemic jammed into the middle of them, and the firm stepping into the seat it had spent those years earning.

LinkedIn Post