Tim Tully
Partner at Menlo Ventures, a venture capital firm investing in early-stage technology companies. Shares expertise in databases, infrastructure, AI, and enterprise software.
Best podcasts with Tim Tully
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Feb 10, 2025 • 36min
Menlo Ventures on Developer Technology, M&A, AI
Tim Tully, a partner at Menlo Ventures, shares insights on the evolving landscape of developer technology. He discusses the impact of AI on engineering roles and productivity, highlighting the rise of large language models. Tully also covers the transition to cloud databases, including the growing adoption of Postgres and innovations in observability. The conversation touches on the future of M&A activity, driven by technological advancements, and outlines expectations for the industry by 2025.
Nov 20, 2023 • 38min
410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
Tim Tully, Investor at Menlo Ventures, discusses AI hype and investing in AI infrastructure. They explore generative AI companies, emphasizing vector databases and open source projects. The importance of clarity, deterministic tasks, and understanding the job to be done is highlighted. Tim's journey from operator to VC and the hiring of Jaff Redfern are also discussed.
