Rama Sekhar

Menlo is excited to welcome @brielee_lu to the team as our newest investor! Brie is focused on early-stage investments across AI, physical infrastructure (power, defense, autonomy), and the software on top of it. She believes that the best early-stage companies are often undefinable and wants to support exceptional people wherever they’re headed. More on Brie and her focus areas here: menlovc.com/team/brie-lu/

This just in: Menlo Ventures’ 2026 The State of Enterprise AI report is live. In 2026, enterprise AI spend skyrocketed 5.4x from $33B to $177B in a single year. The full report covers how AI became an economy-scale force this year, and shows where the dollars are going, which markets are working, and which models buyers choose. More from @timt, @mejoff, @deedydas, and @derekgxiao: mnlo.vc/enterprise-ai-26

@MenloVentures just turned 50. What a difference half a century can make! Apple II (1977): First mass-market personal computer TCP/IP adopted on ARPANET (1983): Foundation of the internet Macintosh (1984): Mainstream graphical interface Cisco, Sun, Novell (1984): Networking and client-server spread Gilead (1987): Anti-viral drugs, founded at Menlo Digital cellular (1991): Mobile phones go mass-market Linux (1991): Open-source OS World Wide Web (1991): Berners-Lee's public release Mosaic browser (1993): Web becomes usable by everyone Netscape IPO, Amazon, eBay (1995): Kicks off the dot-com boom Google (1998): Search organizes the web BlackBerry (1999): mobile email Napster (1999): Digital music, a preview of streaming disruption iPod/iTunes (2001-03): Digital media distribution Facebook (2004): Social networks go mainstream YouTube (2005): User-generated video AWS (2006): Cloud computing iPhone (2007): Modern smartphone Siri (2008): First viable AI agent Roku (2008): Streaming TV box with one “channel”, Netflix Bitcoin (2009): Cryptocurrency and blockchain Uber, Airbnb, Instagram (2009-10): Mobile-native marketplaces & social AlexNet (2012): Deep learning takes off CRISPR gene editing (2012): Programmable biology Chime (2013): consumer banking funded by interchange vs. fees Transformers paper (2017): Architecture behind modern AI mRNA COVID vaccines (2020): Rapid biotech platform proof GPT-3 (2020): Large language models show broad capability Anthropic (2021): Dario and team leave OpenAI to build a safety-centric LLM ChatGPT (2022): AI reaches mass consumer adoption Generative AI and agents (2023): Models that write code, create media, and take actions Claude Code (2025): turning point of machine vs. woman writing software Hard to imagine what the next 50 might bring!

Matt Murphy is a legendary investor with a track record of being very early and being very right. He led the Series D of Anthropic in Jan 2024. Their best model was Claude 2.1. I am thrilled to have @mmurph and Menlo Ventures investing in @FactoryAI. We are still so early.

Menlo is excited to welcome @BoleaJuliette to the team as our newest principal! Juliette is focused on early-stage investments across consumer and AI-native applications, working closely with founders to articulate why their products matter and translate that into effective GTM strategies. More on how Juliette works with founders here: menlovc.com/team/juliette-bo…

Menlo’s 2026 State of Consumer AI report is here.  The headline: adoption barely moved this year, but global spend tripled to $40B and existing users went deeper. 55% of AI users now pay for at least one product 25% of Americans use AI every day The story isn't how many people have tried AI. It's what happens as the relationship deepens across time, money, tasks, and autonomy. Full report from @shawnvc, @amywumartin and @samanthasborja here: mnlo.vc/ConsumerAI_26

loved partnering with you and our bud @AnjneyMidha on this one! 🙏

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, @openevidence, @OpenRouter and @WisprFlow 🎉 See the full list: wing.vc/et30#ET30

We raised a $50m Series C from @MenloVentures and @AnthropicAI's Anthology Fund AI has presented an exciting new challenge in authentication: Agent Identity We'll be tackling it head-on, alongside continued innovation in our authentication, multi-tenancy, and billing products.

We're thrilled to announce @derekgxiao's promotion to Principal! 🎉 Since 2022, he's helped drive marquee investments in Anthropic, Neon (acquired by Databricks), and Unstructured while co-authoring our State of GenAI reports. Derek brings deep technical insights to founders at the frontier. Congratulations, @derekgxiao!🚀

I’m excited to share a major milestone: Neon is joining forces with @databricks. neon.tech/blog/neon-and-data… Together, we will build the best Postgres experience in the world and one of the most important pieces of the modern AI-native stack. Day 1 again for @neondatabase