Thrilled to share that I’ve joined @felicis. I’ve long admired how the firm works: moving fast, believing early, and truly supporting founders as people. It’s an exciting time to build with Felicis, and to back the next generation of defining AI companies.

Introducing the @Felicis Forecast: our view on what’s coming next. They are not neat categories, but these intersections start to pop up everywhere once you notice them. x.com/felicis/status/2056414…

I’m excited to announce that @Felicis has led Sooth’s Seed round! The world is being asked to make more, faster, higher-stakes decisions under greater uncertainty. The tools most leaders use to navigate that uncertainty — gut, spreadsheets, the occasional consultant deck — were built for a slower world. To keep up, foresight must become a piece of infrastructure. Yaser Sheikh and @rsalakhu are building that foresight engine, powered by a time series model that deciphers and weighs real events, signals, and probabilities. This is the next leg in the race to AGI: beyond LLMs and their focus on next-token predictions, beyond coding and chatboxes. Read more from @asenkut and I here: ordnl.link/l9UQYf7

Small, elite cohort. Big ideas. Applications are now open for Felicis AI Fellows ! If you’re a student with ambition, technical depth, and a point of view on the future of AI, we would love for you to apply !! felicis.com/fellows

We’re thrilled to share that @felicis partner @FHaskaraman has been named one of Venture Capital Journal’s 2026 Rising Stars in VC, a list that celebrates the industry’s most dynamic talent! ✨

12 hours without this clarification caused so much confusion and pain for current H1B holders. Among many highly qualified H1B candidates, the tone changed from keep fighting to keep the job to find opportunities elsewhere. Trained/skilled talent drainage is bound to happen.

Listen to my conversation with @FHaskaraman from @MenloVentures on Apple: bit.ly/4bTCwpD Youtube: bit.ly/3uXthnv Spotify: open.spotify.com/show/2izE5i… #vc #startup #ai

We just released the updated cybersecurity investment checklist. If you're building the next generation of AI-powered security tools that make life easier for overworked security teams, let's chat!

Menlo was thrilled to co-host a cybersecurity event with @SapphireVC last week following Black Hat in Vegas. The event brought together over 105 founders, CISOs, security experts, and investors! We're proud to support and foster connections in the cybersecurity community. Thank you to all attendees, @vcrama, @FHaskaraman, and our partners for helping make this event a reality. We look forward to more collaborations and innovations in the future!

The RSA Conference is driving the security industry forward. It's where deals are made! Look for @MenloVentures' cybersecurity investors, @RamaVC, @FHaskaraman, and @VenkyGanesan, at RSA this week! #RSAC #RSA #RSA2024 #venturecapital #VC

Menlo’s partnership with @Dedrone dates back to May 2016 when we led their $10 million Series A. @venkyganesan joined the board and had a front-row seat as founder @JoergLamprecht and CEO @ad_dv grew the company from a small startup to an industry leader with customers in 35 countries spanning the military, government, and private sectors. Their world-class team built an exceptional product, and today, Dedrone is considered the global leader in counter-drone technology. - Last month, the Department of Homeland Security named Dedrone the only counter-drone company acknowledged under the SAFETY Act in April. - CNBC named Dedrone to its Disruptor 50 list of 50 most innovative venture-backed companies. - Dedrone was named to the Silicon Valley Defense Group NatSec 100 - Fast Company honored Dedrone and named it one of the Most Innovative Companies in the security sector You can read more about our partnership with Dedrone in this post from @venkyganesan - mnlo.vc/dedrone-axon

Exciting News in AI! @AnthropicAI has just introduced Claude 3, a revolutionary series of large language models designed to compete against products from OpenAI and Google. Co-founders @Dario_Amodei and @DanielaAmodei sat down with @Forbes' @alexrkonrad and @kenrickcai to talk about the new suite of Claude 3 models (Opus, Sonnet, and Haiku) that optimize latency and cost for different use cases. Early test users found Claude 3 to be a leap forward–as did our coder/VC @TimT, who has been building with Claude 3 this morning. Congrats to the team at Anthropic! You are driving the industry forward. Read: mnlo.vc/Forbes_Claude3

Every enterprise shares a common concern: SECURITY. This week, Menlo’s cybersecurity investors share a two-part series on the topic. The first post–published today–will explore how businesses must think about security in the new era of AI. The second post, slated for Thursday, will explore how AI will inform cybersecurity solutions. Read part one here: mnlo.vc/Security_for_AI Authored by @venkyganesan, @vcrama, @FHaskaraman, and @samanthasborja

In part two of our series on AI and security, we outline the 8 areas we believe will be catalyzed by GenAI. These are the sectors in which our cybersecurity team @venkyganesan, @vcrama, @timt @FHaskaraman, @derekgxiao, and @samanthasborja will look to invest. Read: mnlo.vc/AI_for_Security

Meet Rama Sekhar, aka @vcrama, Menlo’s newest Partner! At Menlo, Rama will focus on cybersecurity, AI, and cloud infrastructure investments, drawing on a unique background that combines technical depth and investing prowess. Rama joins Menlo at the perfect time: Cybersecurity and AI Infra are two of the most exciting areas in tech right now, and with Rama on board, Menlo will be doubling down! For more on Rama’s new role at Menlo, read this post from Menlo’s @mmurph: mnlo.vc/Rama

We're thrilled to announce that @derekgxiao has been promoted to Investor! Derek joined Menlo in January 2022 and quickly became an AI and Cloud Infrastructure expert. In fact, you may be familiar with some of Derek’s thesis work. He co-authored Menlo’s recent report on the future of the Modern AI stack, the “State of Generative AI in the Enterprise” report we released in November, our deep dive into the Seven Generative AI Building Blocks shaping the next consumer technology breakouts, and pieces on securing the software supply chain and the need for novel solutions for youth mental health. (Find all his posts here: mnlo.vc/DerekPosts) Congratulations to Derek! menlovc.com/team/derek-xiao/

We are excited to share the promotion of @acvandris to Principal! Andreas has worked closely with companies in our portfolio that are building AI and software applications. He is excited about partnering with the next wave of ambitious founders reinventing horizontal and vertical markets. Congratulations to Andreas! menlovc.com/team/andreas-van…

Full RAG stack on one stage: 50% thinking on the LLM from @NeeravKingsland @AnthropicAI, 50% memory from the vector database by @EdoLiberty @pinecone, and of course, funding for both led by @mmurph & @timt @MenloVentures. Excited to see these multi-week tasks to progress on humanities biggest problems!

Today, we released our State of Generative AI in the Enterprise, which draws on real-world budget data and insights from 450 enterprise executives to unveil the evolving landscape of AI adoption, market trends, and how the future may play out. The biggest surprise? Despite all the hype, enterprises aren’t spending big dollars just yet. And, while the report reveals that today’s market favors incumbent players, it also reveals three areas of opportunity where STARTUPS have the best chance to break out. 🚀🚀🚀 Read the full report mnlo.vc/Ent_AI_Report or check out @VentureBeat’s article via @taryn_plumb mnlo.vc/Ent_AI_venturebeat via Menlo’s @npilosof and @derekgxiao