Deedy Das

Deedy Das, a Partner at Menlo Ventures and former Glean operator, shares his insights on the fast-evolving world of AI infrastructure and investment strategies. He discusses Glean's impressive journey to a $7B valuation and examines the competitive landscape between Anthropic and OpenAI. Das reveals his investment thesis on innovative companies like OpenRouter and the strategic importance of products such as Claude Code, illustrating how AI is reshaping enterprise software and the future of engineering.

Deedy Das, a Partner at Menlo Ventures known for his focus on product-led growth and AI, and Jay Eum, a General Partner at GFT Ventures specializing in frontier tech investments, dive into the complexities of the current venture landscape. They discuss the surprising rise in early-stage AI funding and the transition in investor strategies. The duo tackles the challenges of raising private capital before IPOs and debates whether increased funding truly leads to more great companies. They also explore the difficulty of being both a founder and an investor in today's market.

Join Deedy Das, a Principal at Menlo Ventures with a focus on AI investments, Nikunj Kothari, a seasoned Partner at FPV Ventures, and Niko Bonatsos, an early-stage venture capitalist for a lively discussion. They dive into bad investment trends and emerging industries worth the hype. The trio highlights the potential of AI, critiques declining birth rates, and contemplates the future of urban living and senior care. Plus, they explore the evolving landscape of dating apps and the impacts of climate tech on our world. Get ready for some frank insights on venture capital!