2026 has been a generational year for us at Menlo already.
— Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days after the $380B round. We put ~$1B into it starting from the Series C
— Suno reaches 100M users and $300M ARR
— Lovable is the 5th most adopted and 2nd fastest growing AI vendor, going 0 to $200M in a yr
— OpenRouter grew 2.5x in 1.5 months. On track to 1 quadrillion token annual run rate.
— Higgsfield hits $200M run rate with creative tools and a $1B+ valuation.
— Wispr Flow continues to grow 40% MoM with a 70% 1 year retention and wins some massive enterprise contracts
— Clerk becomes #4 fastest growing vendor in the league of Google, Atlassian and Replit
— Inception launches the first and best reasoning diffusion model that is the fastest for its intelligence at 1000tokens/s
— Goodfire, Anthropic's first direct investment, hits $1B+ val and discovers novel biomarkers for Alzheimer's
Most VCs don't believe in this model of being picky, low volume investors. We do very few investments (up to 2/partner/yr) and we go early. 5 of these were partnerships since the Seed. It's been working for us so far (even though we've missed a lot too!)
It's an privilege to work with founders who run through walls and take on so much risk to bring new things into the world. And we're very lucky to play a small part in that! Still a lot of work to do.
Congratulations to @DarioAmodei and the @AnthropicAI team on raising $30B in Series G!
We've believed in your vision since before you even brought a product to market, first investing in May 2023. We're so proud of all the progress and to deepen the partnership.
The number of customers spending over $100K annually on Claude has grown 7x in the past year, and the team launched 30+ products and features in January alone. The momentum is incredible 🚀
Introducing Claude Opus 4.6. Our smartest model got an upgrade.
Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.
It’s also our first Opus-class model with 1M token context in beta.
Let it be known, we’re not here to participate.
Tonight, we write the ending they never saw coming.
A new champion will be crowned...let's bring that hardware home.
Narrated by Reggie Miller.
Hali fkn hooping!!!! Where the lames who said he was overrated??!! Quiet as hell. That boy NICE and even more someone everyone would love to play with! 🧠 🏀 @mindthegamepod
@tylerjconrad@TonyREast No timeout is 100% the right decision, make or miss. Cleveland played suffocating defense for much of that game. The crowd that would’ve come out saying “we needed a timeout” fail to consider it’s just another chance for Cleveland to set up their defense. Fantastic decision Rick!