Thrilled to double down on @suno's $400M round, after leading its Series C last fall! Suno is making creation itself a form of entertainment. Millions of songs generated every day. This is the broader Menlo thesis: AI won't just change how content is produced, it'll change how people spend their time. We see it with Suno in music, @higgsfield_ai in video, @Lovable in solopreneurship, and @AnthropicAI across it all. Congrats to @MikeyShulman, @GeorgKucsko, @fut_ure, and the whole Suno team. More from @amywumartin: mnlo.vc/doubling-down-on-sun…

We are thrilled to celebrate @Anthropic's $65B Series H at a $965B post-money valuation. Anthropic is Menlo's single largest and highest-conviction investment in our 50-year history — and it's not even close. This round marks our largest single investment in any round since our partnership began. Our relationship with @AnthropicAI, goes way back: → Invested in their Series C, 2023 — PRE-launch, PRE-revenue → Led their Series D, 2024 → Significant backers in every round since → And in July 2024, co-launched the $100M Anthology Fund with them to seed the next generation of AI-native companies Three years into this partnership, we continue to be blown away by everything they've built. $47B run-rate revenue. 40% enterprise LLM market share. Claude Opus 4.8 launching today. Web traffic from 16M → 290M monthly visits in 13 months. Enterprise AI and consumer AI. Both. Congratulations to @DarioAmodei, @DanielaAmodei. and the entire Anthropic team. You are building one of the most important companies of our generation.

We’re excited to share that Nourish has raised a $100M Series C, bringing our total funding to $215M 🚀 The round was led by @MenloVentures, with participation from @ThriveCapital, @IndexVentures, @ycombinator, @jpmorgan Growth Equity Partners, Maverick Ventures, @BoxGroup, @atomico, @daybreak_fund, and Operator Partners. Nearly 200 million Americans live with nutrition-related chronic conditions, yet care today is expensive, reactive, fragmented, and doesn't make people healthier. Nourish has built the AI-native metabolic care model to change that - driving the personalized behavior and lifestyle change that deliver real clinical outcomes at a low cost and great patient experience. In just four years, Nourish has grown to 10,000 Registered Dietitians - the largest in the country - completed millions of appointments, and more than tripled year-over-year. Nourish has partnered with hundreds of the nation’s leading health plans to provide broad access for more than 200 million covered lives. Nourish has tens of thousands of providers from over 250 health systems referring hundreds of thousands of patients to Nourish’s care model. Most importantly, we’re helping patients get healthier: - 8% average weight loss - 1.3-point average A1C reduction - 31-point average LDL reduction - 23-point average systolic blood pressure reduction This next chapter will help us grow our clinical network, accelerate investment in AI agents for patients and providers, continue building a metabolic health clinic centered around real patient outcomes, and deepen partnerships with health plans, employers, and health systems. Thank you to our patients, providers, partners, and team for helping make this possible🧡 Read more here:

Menlo is leading @nourish's $100M Series C 🎉 We've been building toward this thesis for years: personalized, insurance-covered care that increases access, improves outcomes, and lowers cost. @GrowTherapy_ did it for behavioral health, @solacehealth_ for patient advocacy, @function for diagnostics. Nourish is doing it for cardiometabolic care. More from @jpsanday @grgyap @derekgxiao @sabrinarlu: mnlo.vc/nourish-series-c

Proud to lead @nectarsocialai's $30M Series A—building the agentic OS for modern marketing 🎉 Less than a year out of stealth: 10M autonomous conversations/week (up 5x in 3 months), $100M attributed revenue, 50M engaged users. Customers include e.l.f. Beauty and Liquid Death. Congrats to @misbahuz, @farahura, and the entire Nectar team! More from @amywumartin and @CCgong: mnlo.vc/nectar-social-series…

Proud to see three Menlo-backed companies on @TIME's 100 Most Influential Companies of 2026 🚀 @AnthropicAI: "Steadfast AI lab" @Lovable: "Software for the 99%" @Chime: "Banking for the masses" Congratulations to all three teams!

Skills-based hiring, now for teams of every size! Great product velocity coming from @CodeSignalCom

As AI collapses the cost of building, one-person companies become inevitable. You can see that shift in our investments--with TEN Menlo portfolio companies named to @notablecap's Prosumer AI 40. Congrats to the teams at @askalphaxiv @AnthropicAI @CompositeAI @florafaunaai @higgsfield @Lovable @EvidenceOpen @suno_ai_ @WisprFlow --recognized for expanding what one person can actually accomplish. notablecap.com/prosumer-ai-4…

Proud to see so many Menlo-backed companies on the Forbes AI 50 list this year, and @Accordance, @axiommathai, @flappyairplanes, @OpenRouter and @WisprFlow on the inaugural Brink list for early-stage startups. Congrats! 🎉

Congratulations to @GrowTherapy_ for topping @FT's list of The Americas' Fastest Growing Companies in 2026 at #1! We're proud to partner together 💪 See the full list here: ft.com/content/3d3b5406-b7e6…

Incredible to see so many Menlo-backed companies on @Wing_VC and @EricNewcomer's 2026 Enterprise Tech 30 list! Congrats to @AnthropicAI, @AbnormalAI, @cursor_ai, @databricks, @WeAreLegora, @Lovable, @EvidenceOpen, @OpenRouter and @WisprFlow 🎉 See the full list: wing.vc/et30#ET30

We've known Jake & team since 2022. Their execution has been exceptional and now they're using AI to push beyond access into measurable outcomes & value-based care. This is exactly the kind of company we love to back: mission-driven, category-defining, and just getting started.

Thrilled to announce two well-deserved promotions! 👏 @y2kandace → VP of GTM Talent @samanthasborja → Investor Kandace has been a game-changer for our portfolio since 2022. Sam joined in 2023, hit the ground running, and was just named a @BusinessInsider Rising Star. Congrats to both! 🎉

2026 has been a generational year for us at Menlo already. — Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days after the $380B round. We put ~$1B into it starting from the Series C — Suno reaches 100M users and $300M ARR — Lovable is the 5th most adopted and 2nd fastest growing AI vendor, going 0 to $200M in a yr — OpenRouter grew 2.5x in 1.5 months. On track to 1 quadrillion token annual run rate. — Higgsfield hits $200M run rate with creative tools and a $1B valuation. — Wispr Flow continues to grow 40% MoM with a 70% 1 year retention and wins some massive enterprise contracts — Clerk becomes #4 fastest growing vendor in the league of Google, Atlassian and Replit — Inception launches the first and best reasoning diffusion model that is the fastest for its intelligence at 1000tokens/s — Goodfire, Anthropic's first direct investment, hits $1B val and discovers novel biomarkers for Alzheimer's Most VCs don't believe in this model of being picky, low volume investors. We do very few investments (up to 2/partner/yr) and we go early. 5 of these were partnerships since the Seed. It's been working for us so far (even though we've missed a lot too!) It's an privilege to work with founders who run through walls and take on so much risk to bring new things into the world. And we're very lucky to play a small part in that! Still a lot of work to do.

We launched Suno 2 years ago to let the world feel the joy of making music Since then, over 100M people all over the world have used Suno, from music lovers to Grammy winners. We reached a new milestone: 2M paid subscribers, $300M ARR. We are building the entertainment platform of the future. Endless scrolling and passive consumption have flattened culture and reduced people’s taste to a homogeneous, lowest common denominator. People yearn for more, and the future of consumer entertainment is creative. Suno lets everyone actively participate in music culture creation, bringing to life the music that’s inside millions of people. The future is creative entertainment. PS: We’re hiring. If you love the nexus of technology and art, please get in touch: suno.com/careers

👀 Amazing progress at @AnthropicAI : $14B run rate, growing >10x y/y every year since launch. Thrilled to have doubled down in this $30B round and every round since we first invested, making this @MenloVentures largest investment by far in our 50 year history! p.s., this is what enterprise AI leadership looks like! 👇👏🚀

Congratulations to @DarioAmodei and the @AnthropicAI team on raising $30B in Series G! We've believed in your vision since before you even brought a product to market, first investing in May 2023. We're so proud of all the progress and to deepen the partnership. The number of customers spending over $100K annually on Claude has grown 7x in the past year, and the team launched 30 products and features in January alone. The momentum is incredible 🚀

We raised a $150M Series B at a $1.25B valuation to fundamentally change the field of AI. Scaling is powerful, but we can't intentionally design what we don't understand.

WOW. Did not expect 1,500 applications for 100 spots at our FDE event. The demand for Forward-Deployed Engineers (FDEs) is absolutely wild. This role has become one of the most sought-after roles in AI. When agents move from demos to real enterprise deployments, great FDEs are the difference between pilots and production. If you know a stellar engineer who would benefit from being in the room tonight LMK. ALSO @Lovable and @AnthropicAI are actively hiring FDEs right now. Comment or DM anyone exceptional! @MenloVentures @antonosika @benjaminvrbk @jozhukennedy

While most sibling or spouse pairs don't work well as founders, @DanielaAmodei and @DarioAmodei have been a dynamic duo and combination. Works well with complementary skills, high trust, low ego, aligned mission! ... Behind @AnthropicAI 's stunning growth is a sibling team that may hold the key to generative AI cnb.cx/4qivwcC