Congrats! @Autodesk has entered a definitive agreement to acquire @MaintainX for ~$3.6B. We first backed @CTurlica & @dozoisch in 2021, then continued to invest in their next rounds including again leading their $150M Series D.
Turns out they were building the connective layer for all of physical industry. Autodesk saw it too.
Congrats to an exceptional team. This is the start, not the finish.
@BessemerVP@silicon_samuel
https://t.co/JqHTjeIis0
We’re expanding Project Glasswing. We’ve extended access to Claude Mythos Preview to approximately 150 additional organizations, based in more than fifteen countries.
Read more about this expansion and our future plans for Project Glasswing: https://t.co/QrtHSBdRbh
Having spent a career in software, I always want to believe it’s a hardware problem.
So I bought yet another golf club.
Turns out maybe this time it is a software problem…
“We have not seen a company like this in our lifetimes or, quite frankly, in the history of business. They have been growing at a rate of 10x per year.” Bessemer Venture Partners’ @bdeeter says on Anthropic.
Bessemer Venture Partners’@bdeeter on Anthropic
“We have not seen a company like this in the history of business. They have been growing at a rate of 10x p/a & potentially a $100 bn run rate at the end of this year.
They grew 80x run rate just in Q1.”
When we first invested in @AnthropicAI (back in Spring '24 /series D), the valuation looked aggressive to a lot of people.
Here's a look back at the investment thesis: https://t.co/cg7wVyoVnE
@DarioAmodei , @DanielaAmodei , and this team didn't just execute the thesis. They crushed it. $965B valuation. >$47B run-rate.
A true once-in-a-generation company. Honored to partner with you on this journey.
We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.
This investment will help us advance our research and expand our capacity to meet growing demand for Claude.
When we first invested in @AnthropicAI (back in Spring '24 /series D), the valuation looked aggressive to a lot of people.
Here's a look back at the investment thesis: https://t.co/cg7wVyoVnE
@DarioAmodei , @DanielaAmodei , and this team didn't just execute the thesis. They crushed it. $965B valuation. >$47B run-rate.
A true once-in-a-generation company. Honored to partner with you on this journey.
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.
.@maintainx enters a definitive agreement to be acquired by @autodesk in a ~$3.6 billion deal!
Congratulations to Co-founders @CTurlica (CEO) and @dozoisch (CTO) on this milestone and opportunity to strengthen Autodesk's ability to connect operations workflows and real-world performance data within its unified platform.
Forge ahead!
cc: @bdeeter, @silicon_samuel
https://t.co/BvFBDhLyZo via @YouTube
@bhalligan@ivanhzhao This trend is spot on! We're out with the latest data on how companies are implementing AI. Marketing teams have new superpowers and are finding the right AI use cases. Dive into our trends: https://t.co/6Wzch2kWQe
Another massive set of milestones for the team ClickHouse!
Much more cool product news below and congrats on the customer value and market impact you continue to deliver!
Next month marks 10 years of @ClickHouseDB as an open source project and we are thrilled to welcome our community at our annual user conference today in San Francisco.
To everyone who contributed code, filed an issue, or ran ClickHouse in production from the beginning: thank you.
Today, we’re proud to share that ClickHouse has over 4,000 customers, passed $250M in ARR, and is trusted by teams like @AnthropicAI, @OpenAI, @cursor_ai, @Lovable, @vercel and many more building the future of AI.
In this post, I cover the milestone, what we’re shipping, and what comes next:
https://t.co/stjs4J3ByA
Pope Leo saying that AI must be "disarmed" in his first encyclical. Partner at Bessemer Venture Partners and Anthropic investor @bdeeter joins us to discuss the Pope's AI warning, the race for AI giants to go public & more.
https://t.co/lmxt2qyn8q
The hyperscalers are making the biggest bet in corporate history. By 2031, the big 5 (Amazon, Microsoft, Google, Meta, Oracle) will have put $8T into AI capex. That's roughly parallel to the entire U.S. defense budget over the same period.
The question is what has to be true on the demand side for that bet to pay off. @silicon_samuel and I did the math.
Value is rotating up the stack. A >$36T unlock is happening ...and it's going to be a wild ride.
https://t.co/kCl0T9tcUr
Capex from the big five hyperscalers (AMZN, MSFT, GOOGL, META, ORCL) will cross $1T by next year. And $8T cumulative by 2031. Hiding inside that bet is AI's biggest moment.
@bdeeter and @silicon_samuel break down the possibility. ⤵️
https://t.co/1gIlIkLEbT