joff redfern

VC @MenloVentures. Ex-CPO @Atlassian, Ex-VP @Linkedin, Ex-founder. Builder. Sailor. Farmer.

[joff redfern @mejoff]

AI app strategy generator:

Pick one per row.

Model: [ rent | rent-to-own | own ]
Context: [ borrow | sync | own ]
Harness: [ prompt | RAG | agents ]

UI: [ own | embed | headless ]
Incumbent: [ alongside | instead ]

GTM: [ PLG | top-down ]
Capital: [ blitzscale | stay lean ]
Moat: [ “7 powers” | “run faster” ]

1,296 combinations. Choose your own adventure.

[joff redfern @mejoff]

@adamshuaib Nice. Keep going. Write Part 2: What drives conviction ;)

[joff redfern @mejoff]

Excited to see so many portfolio companies on the Wing and Eric Newcomer's 2026 Enterprise Tech list

[Menlo Ventures @MenloVentures]

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, @EvidenceOpen, @OpenRouter and @WisprFlow 🎉

See the full list: https://t.co/cGbPx54Uaa

[Derek Xiao @derekgxiao]

There's been a lot of interest recently in @MenloVentures's 2025 Enterprise AI report!

We started publishing this report in 2023 to put real numbers behind how enterprise adoption of generative AI was actually evolving. Three years in, we've captured just how quickly the market has accelerated -- growing to $37B+ this year -- as well as @AnthropicAI's growing presence in the enterprise.

The full methodology is in the report (just scroll to the bottom!) but wanted to share more about who we talked to for this report. We worked with a third-party research firm to survey nearly 500 execs actively buying and building with AI, ranging from Fortune 500 financial institutions to high-growth AI-native startups

Of the builders:
- 334 surveyed used a model API
- 34% CIO / CTO / CEO
- 47% in companies of 1K+ FTEs
- 61% in tech
- 42% IT / 24% product & engineering

Respondents didn't know Menlo commissioned the study and none came from our network

[joff redfern @mejoff]

Always amuses me when I ask Claude to improve a Google slide. Instead of just listing suggestions like "add shadows" or "try gradients," it straight up codes full HTML/CSS versions to show me exactly what it means. It's like asking for directions and getting a working GPS. Total flex.

[joff redfern @mejoff]

@stevesi This is totally accurate if you are a dog.

[joff redfern @mejoff]

@rak_garg Dude ... that was me.

[joff redfern @mejoff]

@stevesi Ahh ... the days when hard drives cost $1 per MB

[joff redfern @mejoff]

@chrisfralic As a result my wife has grown our 60 chickens to a flock of 400+ :) I'm a tech guy living in my wife's farm Odyssey.

[Harry Stebbings @HarryStebbings]

Adarsh Hiremath on whether we will have a future of many specialised models or fewer generalised models:

“We will have many models with different use cases.

Companies will customize their own models for their own purposes.

We are already seeing this with application layer companies today.”

Do you think we will live in a world of many specialised models @chaselochmiller @scottbelsky @mikeyshulman ?

[joff redfern @mejoff]

@mercor_ai We're excited to be on this journey 🚀 Congrats team!

[Mercor @mercor_ai]

Mercor is solving talent allocation in the AI economy.

The difference between greatness and failure is the right person being in the right place at the right time. Putting them there is the hardest unsolved problem in capitalism.

We’re excited to announce our $100M Series B at a $2B valuation from @felicis, @generalcatalyst, @benchmark, DST and @MenloVentures.

[joff redfern @mejoff]

@reidhoffman Amazing! Congrats :)

[joff redfern @mejoff]

@pmarca The Facebook employee handbook from 2012 was also referred as "The Little Red Book". Clearly it was a hat tip to Zuck

https://t.co/guJ3o72TIP

[joff redfern @mejoff]

@bgurley on your CNBC segment you should talk more about the "DeepSeek Paradox”: Our attempts to stymie Chinese AI innovation may have actually accelerated it.

Creativity thrives on constraints (not abundance). History shows this - e.g., during WWI Britain blockaded Chile to cut off Germany’s sodium nitrate supplies (used to make explosives), which led to using the Haber-Bosch process to synthetically produce it at scale, which later revolutionized fertilizers and global agriculture, feeding billions.

[joff redfern @mejoff]

* Highly recommend * the Watch Duty app for tracking the LA fires or any fire in your area. Be safe.

[joff redfern @mejoff]

@m2jr What a legend. Sorry for your loss. In these times I always take comfort in the Dr Suess quote "Don't cry because it's over smile because it happened"

[joff redfern @mejoff]

The biggest question across America this morning is "Where is Greenland again?"

[joff redfern @mejoff]

400 billion+ lego blocks created. Is this peak Lego?

[joff redfern @mejoff]

@levie I was thinking $1B post, not pre. But most certainly gets funded 🤑