Deedy· @deedydas · X·· 2 小时前AI 评分22
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Menlo 试图从底层重建我们对投资的思考方式，尽管我们采取低出手频率的策略，仍有幸成为月度营收排名前 15 的消费级 AI 应用中 5 家的领投方。 感谢 Shaun 的推荐！非常钦佩你在 Sequoia 所做的一切。太多人只因为你的犀利推文认识你，却鲜有人了解你出色的投资成绩，以及你拥有 Caltech 物理学博士学位（而且你的联合创始人成为我们的合伙人，这很有趣！）
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Menlo has tried to rebuild from the ground up how we think about investing and we are fortunate to be lead investors in 5 of the top 15 consumer AI apps by monthly revenue despite our low volume strategy.
Thanks for the shout, Shaun! Have a ton of admiration for what you have done at Sequoia. Too many people know you for your firebrand tweets and too few know your excellent investments and that you have a PhD in physics from Caltech (and it’s fun to have your cofounder be a partner!)
Menlo Ventures is on a tear They led an investment in Anthropic at an ~$4B valuation At the time, most thought OpenAI would be the singular AI winner Maybe we’ll see something similar with @FactoryAI? 👀 Welcome to the Factory team @mmurph!在 X 查看被引用的帖子
来源：Deedy · x.com