Bucky Moore is a venture capital investor at Kleiner Perkins who specializes in deeply technical B2B software and infrastructure, particularly tools that make developers and data practitioners more productive, with a focus on foundational products that quietly underpin critical systems rather than visible consumer apps. He has a distinctive investing framework around three big ideas: turning more company operations into code, shifting from batch to real-time data processing, and enabling developers to program the cloud as if it were a single computer, while positioning himself as an infrastructure investor who backs the bottom layers of technology stacks rather than chasing end-user applications.

• Deep interest in the infrastructure and monitoring layers required to deploy AI agents at scale. Tweets frequently about the necessity of observability tools like Raindrop AI for agents in critical sectors like finance and healthcare, as well as backend infrastructure like Temporal which supports widely used agents.
• Observes the evolving landscape of developer tools, noting how AI assistants are making technical products accessible to non-programmers. Highlights how tools like Bun may gain broader adoption as coding barriers lower, and distinguishes between simple code generation and robust data analysis agents like Sphinx.
• Focuses on the importance of rigorous model evaluation and benchmarking. Points to companies like Arena that are establishing standards for real-world model testing and evaluating performance across complex occupational categories.
• Belief that successful AI product companies must internalize research capabilities to survive. Cites Cursor and Sierra as examples of startups establishing their own labs to prevent falling off the compounding frontier of innovation.
• Investments in foundational hardware and physical AI applications, driven by the view that Moore's Law is effectively over. Supports ventures like Unconventional AI that are developing new computing substrates for intelligence, alongside consumer robotics products like Matic.