Menlo Ventures

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 12, 2023 by Naomi Ionita · said 7 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Naomi Ionita (4), Mike Krieger (1), Lenny Rachitsky (1), Brian Balfour (1)

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Everything said about Menlo Ventures, oldest first

Jan 12, 2023 negative
Opinion
Evernote's antisocial design capped its growth potential
“Evernote was philosophically antisocial. You know, it was meant to be your second brain, kind of your personal tool. And I think that capped the company's growth potential.”
Naomi Ionita Jan 12, 2023 ▶ 6:57 How to price your product | Naomi Ionita (Menlo Ventures)
Jan 12, 2023
Insight
Software products cannot retrofit collaboration after launch
“You can't retrofit collaboration. You have to be collaboration first.”
Naomi Ionita Jan 12, 2023 ▶ 7:07 How to price your product | Naomi Ionita (Menlo Ventures)
Aug 17, 2025 bullish
Assertion Supported
Balfour: Retention data shows ChatGPT leveling off significantly higher than AI competitors
“The data that DD published clearly showed that both the retention curves which I know you and I have both written about at, you know, at exhaustion level off at significant portions higher than all the other platforms. As well as those retention curves have be…”
Brian Balfour Aug 17, 2025 ▶ 32:21 Why ChatGPT will be the next big growth channel (and how to capitalize on it) | Brian Balfour
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