mmurph

@MenloVentures - invest in AI Infra & AI native sw @anthropicai @lovable @harnessio @cartainc @benchling @typefaceai @semgrep @Envoy @Vivun_inc @wearelegora

[mmurph @mmurph]

Couldn't be more excited for @MenloVentures to be launching the $100M "Anthology Fund" in partnership with @AnthropicAI ! The fund will bring together the most innovative entrepreneurs, the best AI team and technology in Anthropic, and one of the top VC firms in AI, collectively combining expertise, creativity, and an ambition to transform industries while exploring the limits of what's possible with AI. https://t.co/OJO2c6MWVY

[mmurph @mmurph]

@HarryStebbings Couple points in here
I agree with: 1) I don’t buy the 50% displacement theory, 2) if it did happen, a move like this by OAI or anyone wouldn’t move the needle. Think this is being considered for other reasons and need a stronger rationale than any I’ve heard

[mmurph @mmurph]

👏👏

[Anthropic @AnthropicAI]

We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5.

We'll begin restoring access tomorrow, and will share an update soon.

We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.

[mmurph @mmurph]

@hkanji The reality is your winners often compound so much more than the rest of your portfolio. It’s a ST fix that feels good but where are you going to find a co with @Lovable’s potential?! Imagine if we had sold any Anthropic!

[mmurph @mmurph]

This team is killing it! Huge mission and amazing execution to drive better patient outcomes and higher provider efficacy!

[Jeff Liu @_jeff_liu]

Today we're announcing a $120 million Series C led by Menlo Ventures , bringing Assort Health's total funding to $222 million and our valuation to $1.2 billion.

The number is a milestone. But it was never the point.

Growing up, I was a patient transport volunteer. I helped people physically get to appointments and navigate a healthcare system that often didn't make sense to them. For some, simply having someone there to help made all the difference.

Helping one patient get the care they needed was rewarding.
But it was one person at a time.

That experience has stayed with me. It's why Assort exists: to make exceptional healthcare accessible anytime, anywhere, for anyone, and to reach as many patients as possible.

This funding is fuel for that mission.

Every call, text, referral, form, appointment, and outreach creates context.

Without Assort, context gets lost.

Patients repeat themselves. Staff become the glue between systems that don't talk. Follow-ups slip. People fall through the cracks. Care gets delayed.

Not because healthcare lacks information.
Because it lacks continuity.

What started as an AI agent answering phone calls has grown into a platform that schedules appointments, manages referrals, completes intake, proactively reaches patients, and helps healthcare organizations run the operational work for every visit.

The part that matters most is that every interaction builds on the last.
We call this Patient Journey Memory: turning disconnected touchpoints into one continuous conversation, so patients don't have to start over every step.

Our brand film says it simply: Healthcare That Remembers.

With this funding, we'll reach far more patients, serve many more healthcare organizations, keep building the product, and bring exceptional people onto the team.

One full-circle detail: in the cofounder-dating questionnaire Jon Wang and I filled out before starting Assort, I wrote that building a company worth $100 million would be an incredible outcome. We've now passed that by more than 10x.

It's a surreal milestone, and a reminder that the problem and opportunity are far bigger than we thought.

None of this is ours alone. To the customers and partners who trusted us early, challenged our thinking, and shaped Assort: thank you. You took a chance on a young company, held us to a very high standard, and made us better than we could have become on our own.

To @jpsanday and @mmurph from Menlo Ventures and all new and returning investors: thank you for believing in our team and our mission.

And to the Assort team: building AI systems in healthcare is hard. Building them in a way that patients trust and healthcare organizations rely on every day is even harder. Thank you for how much you care, how hard you push, and the standard you continue to set.

We're still early. There are more patients to reach and a lot to build. That's why we're excited.

Come help make healthcare remember every patient. We're hiring. DM me!

[mmurph @mmurph]

Its a high conviction environment and you need firepower to compete and win the next Anthropic!... "After betting the firm on Anthropic, Menlo Ventures raises victorious $3B fund" https://t.co/9GK0IC9IHQ via @techcrunch

[mmurph @mmurph]

@bdeeter @MenloVentures @business @nmasc_ @shawnvc @venkyganesan For sure! @AnthropicAI, @WeAreLegora and one more big one coming soon!

[mmurph @mmurph]

thanks @nmasc_!! appreciate the time you put in to get to know Menlo better! you really captured whats different and special about us today, and how we got here! 🙏

[Natasha Mascarenhas @nmasc_]

Scoop: Menlo Ventures has raised $3 billion across several funds, to back AI startups across all stages - and to make more Anthropic-sized bets.

https://t.co/nsA4nbTev4

[mmurph @mmurph]

Love this team and what @MenloVentures has accomplished and become over the last 10 years! The last 3 years, propelled by AI tailwinds, have been epic with so much more to come!

[Menlo Ventures @MenloVentures]

Menlo is 50 years in — and all in on AI.

Today, we’re announcing $3B in new capital to back the next generation of AI founders.

The companies that will define the next era are being built right now. We’re ready to meet the moment.

Read more: https://t.co/4SK6FGgcX1

[Menlo Ventures @MenloVentures]

Menlo is 50 years in — and all in on AI.

Today, we’re announcing $3B in new capital to back the next generation of AI founders.

The companies that will define the next era are being built right now. We’re ready to meet the moment.

Read more: https://t.co/4SK6FGgcX1

[mmurph @mmurph]

very cool and very hard stuff. protecting the new frontier!🛰️🚀

[True Anomaly @The_TrueAnomaly]

Today, we are proud to announce that JACKAL-0004 and Mosaic have achieved all Mission X-3 test objectives.

Jackal has been fully commissioned and is prepared for its next phase of mission.

We could not be more excited for this moment. True Anomaly is ready for what comes next.

Check out our blog for more details: https://t.co/MYE2U2O14S

[mmurph @mmurph]

First of its kind report from @Lovable on what’s going on in the world of “vibecoding” and how quickly and profoundly it’s unlocking creativity for non-technical people. 4 in 5 users of Lovable are non-technical. As @antonosika Osika says, this is opening up the “build economy.” Untapped, huge, transformational!

[Anton Osika @antonosika]

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.

[mmurph @mmurph]

@bernhardsson dropping math olympian level insights! hope they are listening. estimates are terrible half the time.

[mmurph @mmurph]

.@suno is an absolute phenomenon that continues to surprise on the upside! love companies that are leveraging AI’s infinite content generation capabilities to create new unique experiences and unleashed creative forces!

[Menlo Ventures @MenloVentures]

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: https://t.co/bqV6L82HF4

[Suno @suno]

We’re thrilled to announce Suno’s next chapter: a $400M Series D at a $5.4B valuation! 🚀
Our mission has always been simple: more people should get to experience the joy of making music. Huge thanks to our incredible community and investors for building alongside us.

Read more from Mikey here: https://t.co/9oC706e14H

[Alex Atallah @alexatallah]

The Big Crunch is here.

Companies are realizing:
- their inference bill grew 10x in the last few months
- another 10x growth will bankrupt them

This is what @OpenRouter is for! The best market prices for each model, + clear data & routers to help you choose the best OSS model

[mmurph @mmurph]

Super cool to see what’s being built with @Lovable and how it’s evolving as a more and more powerful platform…

[Lovable @Lovable]

RoofFlow (https://t.co/zbdQxewNsl): A CRM platform specialized for roof repairs, used by over 1,200 contractors.

[mmurph @mmurph]

Congrats @AnthropicAI on an amazing round! Am in awe of the growth and execution to a $47B runrate. Up from $0 when we invested in 2023 and $9B at the beginning of the year. Valuation has gone from ~$5B to $960B over that period. Trying to think about which is more impressive...

[Menlo Ventures @MenloVentures]

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.

[mmurph @mmurph]

@alex love that you love @OpenRouter. have to tell us all what you are building!

[mmurph @mmurph]

@bdeeter @MenloVentures appreciate you and your own conviction to wade in deep with us a couple of years ago, when not too many others thought those waters were warm! ;)

[Menlo Ventures @MenloVentures]

Congrats to the 15 Menlo-backed companies building the future of cloud infrastructure and recognized on @Redpoint's InfraRed 100 list!