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Menlo Ventures

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 14, 2025 by Deedy Das · said 3 times in 1 episodes since 2025 · across every show →

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brought up most by Shawn Wang (3)

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2025 3 mentions in 1 episode

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Everything said about Menlo Ventures, oldest first

Nov 14, 2025 neutral
Insight
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…”
Deedy Das Nov 14, 2025 ▶ 27:33 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Nov 14, 2025 negative
Opinion
'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.”
Deedy Das Nov 14, 2025 ▶ 1:20:26 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Nov 14, 2025 bullish
Assertion Partly supported
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.”
Deedy Das Nov 14, 2025 ▶ 17:16 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
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