Deedy Das
Partner, Menlo Ventures. On 3 shows, 1 appearance. The Shows tab opens the full record on each.
investorengineeroperator@deedydas ↗LinkedIn ↗debarghyadas.com ↗
At Menlo Ventures, Deedy Das focuses on early-stage investments across AI, infrastructure, and enterprise SaaS, including investing out of the Anthology Fund. Prior to venture capital, he was on the founding team and served as product lead at Glean, following software engineering roles at Google and Facebook.
3shows
1appearances
21statements
8resolved
6supported
0contradicted
75%fully supported
4said about them ↓ Everything Deedy Das said on any show that made the record, most notable first. Each card names its show and opens the statement there.
OpenAI Has Effectively Won the Consumer AI Market
“Now that means we're at a point in consumer where, maybe this is too early to say, but OpenAI has kind of won, right? Like, How do you catch up to something where model quality is not going to be differentiated? You already have the users, you already have the…”
Sam Altman Barred Investors Who Backed Glean From Investing in OpenAI
“Sam Altman once came out and said, if you're an investor in OpenAI and one of these five companies, including Glean, we don't want you as an investor.”
AI Labs Will Not Dedicate Engineering Talent to Deep Enterprise Search
“If you really want to go deep, I don't think you will ever dedicate the people to do it. And the last thing I'll say is you think about from an anthropic engineer's perspective, you joined a big AI lab to work on models, not to build Google drive connectors, r…”
Enterprises Buy Productivity Software for User Love, Not ROI
“Selling productivity tools to enterprises are challenging because as no matter what ROI argument you make, people aren't actually buying tools for ROI. People buy productivity tools because their users like using them.”
Anthropic Is the Fastest-Growing Software Company in History
“Anthropic is the fastest growing software company of all time. I think I can say that fairly. I'm, I haven't been disproven yet.”
Smarter Consumer AI Models Do Not Increase User Growth or Retention
“Furthering the intelligence of models and chat GPT, a consumer product does not lead to more users or more retention. It only is really applicable to us the thin slice of users who care about very smart type queries, right?”
AI Coding Intelligence Has an Uncapped Frontier That Drives Revenue
“But the interesting about Anthropic is if you look at coding, that's probably never going to be the case. Like there's always an increasing frontier of how you good you could be at a task like that. And we're nowhere close to that frontier. So it's more possib…”
Model Layer Is Structurally More Defensible Than the AI App Layer
“It is far easier for Anthropic to try to go into one of the spaces of the apps than an app to try to go into the space of Anthropic, which makes me feel like one is more defensible than the other all else equal.”
In Any SaaS Market With PLG Potential, PLG Will Win
“I think go so far as to say for in any SaaS market, if there can be a PLG motion, the PLG motion will win.”
Diffusion Models Achieve 80% of Autoregressive Quality at One-Tenth the Cost
“Diffusion models today are, I would say, 80 to 90% of the quality at one-tenth the cost and latency.”
Left-To-Right Autoregressive Reasoning Is Suboptimal for AI Code Generation
“Left to right reasoning for code doesn't actually really make sense, because in code, we don't, like, we might sometimes write code left to right, but after you write code, you go up and down and figure out, hey, is this variable set? Did I do this? There are …”
Glean Operates at a Several Hundred Million Dollar Revenue Scale
“Look at the revenue of Anthropic and OpenAI right now. These are billion dollar revenue scale businesses. Glean is several hundred million dollar revenue scale business.”
Menlo Underwrites Late-Stage AI on Revenue and Margin, Not Market Share
“At that stage, to be very honest with you, at the stage that we invest in Anthropic now, like the only things that would really move the needle on the decision is here's the revenue, here's the margin, and here's the trajectory, and here's the other markets we…”
Corporate Venture Funds Perform Poorly by Prioritizing Product Usage Over Quality
“Typically, if you look at corporate venture funds in history, obviously, besides OpenAI as a notable exception, they tend to not be very good because all they prioritize is who uses my stuff the most.”
Interpretability Research Will Explain AI Model Outputs Within Three Years
“I think that if we further that research direction two, three years in the future, we will be able to understand why models say what they'd say.”
Anthropic Maintains an 80% One-Year Employee Retention Rate
“I'm referring to the exact same article where I think their retention, one year retention on employees is the 80%, which in AI world is, is quite wild.”
Enterprise LLM Churn Is Low Due to Long-Term Compute Commitments
“In terms of enterprises, often what will happen is they'll buy up large chunks of long-term compute and dedicated instances, in which case you just don't churn, right? Like this is what you use.”
Mechanistic Interpretability Scales Without Bottlenecks to Large Models Like DeepSeek
“There's no gap for scale. Like, they've shown that even for the biggest open source models, you like, even like DeepSeq's big models, you, they can do it. And then in general, like, scaling is not the bottleneck.”
Venture Mega-Rounds Cancel Competition and Create Market Winners by Deterrence
“There's times where people funnel so much money into a company before it's really like prime time, which dissuades anybody else from entering that market. And then they become the de facto owner of the market because they canceled the competition with funding.”
'Vibe Coders' Who Don't Inspect Code Face Higher Security Attack Risks
“The world of vibe coders who don't really look at code, I imagine are more susceptible to being in attacks like this and in the future.”
The other half of the tape: Deedy Das's own voice is left out of every number here. Other people bring the name up 2 times in 1 episode across the shows. 2 statements on the record name them. every mention, with the transcript →
Who brings them up most Molly O'Shea 2
Statements about Deedy Das, by other people (2)
Das: Tech interviews are easily gamed and fail to test product skills
“I hate tech interviews with a passion. And the reason I hate them is because I've seen so many people that are just like, I call them hardcore, like they're strivers. All they do is game the interview process and they've had fantastic tech careers. And I'm lik…”
Every mention by year
tap a year for its mentions
Sourcery 2
One line per show, most statements first. The link opens Deedy's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| SOURCERYLEDGER | Partner, Menlo Ventures | 0 | 0 | — | full record on Sourcery → |
 LATENT SPACELEDGER | Partner, Menlo Ventures | 1 | 21 | 80% 4/5 | full record on Latent Space → |
 WTFLEDGER | Partner, Menlo Ventures | 0 | 0 | 67% 2/3 | full record on WTF is with Nikhil Kamath → |