Juliette Bolea

ai vc @menloventures

[Juliette Bolea @juliettebolea]

most consumers won’t go through the trouble of forking to have a free version of whoop

however, consumer subscriptions should be VERY concerned of what the Muse/Instinct paradigm means for consumer subscriptions

personal agents are showing a power use case in finding $ - cancelling subscriptions you don’t use

but the next step is subscriptions you do use - what if Muse/Instinct/ you name it, goes ahead and does what @hackyguru did for u

[guru @hackyguru]

exiting whoop after 18 months.

kept the strap, ditched the subscription. it now runs fully local on zhoop (my fork of noop). no fluff metrics, my data stays on my phone.

ai killed vendor lock-in.

[Juliette Bolea @juliettebolea]

@tavus Keeping crushing it @hassaanraza

[Juliette Bolea @juliettebolea]

@Katie_Roof Congrats @guyoseary

[Juliette Bolea @juliettebolea]

@venkyganesan @MenloVentures Thank you so much! It’s an honor to work with you and the team

[Juliette Bolea @juliettebolea]

day one at @MenloVentures in the books! investing seed through growth across consumer AI + applications. after years of back and forth, SF is finally home (RIP my medallion status, worth it).

one belief that brought me here: AI is collapsing the line between infrastructure and applications. the best consumer AI companies look simple - Suno, WisprFlow, ElevenLabs - but run on their own models. as building gets cheaper, technical defensibility matters more, and distribution matters most: it begets data, data begets a better product. backing teams with all three. if that's you, dms open.

I am forever grateful to @aplusk, @guyoseary, @epsteineffie and the @sound_ventures_ + Decimal teams - some of the best storytellers out there. learned everything about cutting through the noise from watching you work.

excited to go ALL IN on building with @mmurph, @venkyganesan, @shawnvc, @Jormont1978, @amywumartin, @deedydas, matt kraning, @mejoff @timt and the whole @MenloVentures team.🧡

[Menlo Ventures @MenloVentures]

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: https://t.co/8rIrhifJFR

[Juliette Bolea @juliettebolea]

@ditzikow @MenloVentures Finally caved in! No time like the present to start

[Ayush S @ayushswrites]

We just launched @warpdotco 's first street activation, and it's a race car.

Operation Warp Speed is our race car touring Manhattan all week. Midtown in the morning. Flatiron at lunch. Downtown by 3. Wednesday through Sunday, 9AM to 7PM.

NYC is the fastest city on earth. Everyone told us to buy a billboard. We brought a race car.

Spot it? Tag us @warpdotco. Now live in NYC. https://t.co/qj4rbkwY9L

[Juliette Bolea @juliettebolea]

@ayushswrites @warpdotco I love that McLaren was inspired by Warp 🧡

[Juliette Bolea @juliettebolea]

@ayushswrites @warpdotco 🏎️ vroom

[Juliette Bolea @juliettebolea]

@Bencera Let’s go! Maybe Polsia signs the next one 😉

[Juliette Bolea @juliettebolea]

@Bencera Let’s go! Just getting started

[Juliette Bolea @juliettebolea]

@Bencera ✋

[Juliette Bolea @juliettebolea]

@jakeserval @clay @vercel @togethercompute @getserval Let's go @getserval team!!

[Ayush S @ayushswrites]

WARP SPEED: EPISODE 1 - starring Rahul Sonwalkar @0interestrates

Startups are not about defense, they're about offense.

Rahul built @juliusai into one of the most beloved AI development platforms in the world - less than a year after launching.

In this episode, he explains why founders obsess over moats when they have no customers, no product, no revenue - what are you protecting?

Instead of building defensive strategies, Julius focused on:
- Empowering everyone with their own data analyst
- Building in public while models caught up to their vision
- Creating ownership through radical transparency - whole team does support, rotating all-hands
- Playing offense by shipping fast and learning from users

In this conversation:
0:00 - From Uber and Facebook data bottlenecks to building Julius

01:05 - Who needs Julius: Decision-makers blocked by technical expertise

02:15 - Startups are not about defense, they're about offense

03:17 - Unique company structure: Everyone does support, rotating all-hands leaders

04:24 - "When we first started Julius, the models were not good enough" - how AI breakthroughs unlocked their mission

05:31 - Experience with other payroll providers

06:03 - How Warp removed operational overhead: "Saved us ops headcount"

[Juliette Bolea @juliettebolea]

@ayushswrites Vroom vroom

[Ayush S @ayushswrites]

We took a film crew to SF and sat down with top startup founders, hearing about –

- What problems they're solving
- Contrarian takes on company-building
- How they're using Warp

9 episodes, releasing starting tomorrow.

Teaser below.

[Juliette Bolea @juliettebolea]

@theinformation @Mike_Desjadon @anomalygamesinc @Mike_Desjadon leading insights per usual!

@theinformation it’s @findanomaly