For most of software history, even if you understood a problem better than anyone, you still needed someone else to help you build the solution. That meant a lot of good ideas never became products. Today we’re sharing our first look at the global build economy: more than 50M projects built on Lovable and 720M monthly visits to Lovable-built projects. Ideas are becoming products, and products are turning into companies. The people building them are also different from what many would expect. They may not have a CS degree, venture capital, or a technical co-founder, but they have customer knowledge, industry context, and a clear sense of what needs to exist. It is still early, but the direction is clear: as this category matures, the impact will be greater than just more software. There will be more solutions, more companies, and more economic activity.

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…

openrouter's pareto router (for coding) is probably the most underrated way to save on ai coding costs you set the intelligence level cost, we choose the best model for your use case also, we have workspaces which allows being able to set max usage thx @theinformation

RoofFlow (roofflowpro.com): A CRM platform specialized for roof repairs, used by over 1,200 contractors.

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.

Congrats to @mmurph on making the @Forbes Midas List 🎉 From leading our investment in @AnthropicAI at the Series C to backing @Lovable, @WeAreLegora, and @OpenRouter, his track record speaks for itself. Well-deserved!

Menlo is proud to back @OpenRouter in its $113M Series B, following our Series A lead last year. AI is becoming a multi-model world, and OpenRouter is the infrastructure that makes it work — whether you're a developer or a trillion-dollar enterprise. Congrats to @alexatallah, @cclark, and the team! More from @deedydas and @mmurph: mnlo.vc/openrouter-series-b

Today we’re announcing our $113M Series B led by @CapitalGVC. Over the last 6 months, weekly volume on OpenRouter grew from 5T to 25T tokens as AI rapidly shifts from experimentation into production. We’re excited for what comes next.

Today we're announcing our Series C funding: $355M at a $4.65B valuation, led by some great investors @generalcatalyst and @Redpoint. We've had insane growth in the last year, but we're still very early. So proud of the team and what we have built so far!

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

ANTHROPIC beats OpenAI in business adoption for the first time. per @tryramp data Today's update of Ramp AI Index shows 34.4% of businesses using Anthropic versus 32.3% using OpenAI. Adoption of Anthropic quadrupled over the last year, while OpenAI rose only 0.3%.

Huge news: Clarifai has agreed to license our AI inference & compute orchestration IP — plus the patent portfolio behind it – to @nebiusai. Our core team is joining them to keep building. Our technology becomes a key part of Nebius Token Factory, the inference platform inside their full-stack AI cloud. Faster inference. Bigger scale. Can't wait to ride this rocket ship and build the foundation for the next decade of AI inference. 🚀

Nebius welcomes @Clarifai's core engineering and research team - led by founder and CEO @mattzeiler - to Nebius. The company has agreed to license Clarifai’s inference and compute orchestration technology to strengthen Nebius Token Factory as a full-stack inference platform. Read more: nebius.com/newsroom/nebius-w…

Today, True Anomaly announced its $650 million Series D fundraise. All of it invested in one mission: space superiority. We are building autonomous spacecraft, advanced payloads, mission software, and now, space-based interceptors. All designed from the ground up for contested space, at the speed and scale the moment demands. Thank you to our investors, customers, partners, and employees. Read more on our blog: trueanomaly.space/newsroom/o…

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In the AI era, the traditional biopharma industry is the underdog. Big tech and AI labs are building wet labs. China has overtaken Europe in molecules produced. But the tools available to the industry discuss science, not do it. The hard problem in AI for science is at the interface between the physical and digital worlds. We built an AI Scientist at that seam. It wires together the digital and physical worlds of R&D. Predictive models, data infrastructure, wet lab execution feed into a single loop that reasons, acts, and improves with every experiment. Our ambition: get molecules to the clinic twice as fast. Last fall I wrote about why biotech needs to be rebuilt for the AI era. Today I'm sharing the next chapter: what the AI Scientist is, a blueprint for how it works, and why even Richard Feynman couldn't hack it in a wet lab.