Inside $6.8B+ AUM Fund Behind 80+ Public Companies, 165+ M&A

Deedy Das, a partner at Menlo Ventures and former founding team member at Glean, discusses her investment strategies and observations on the AI landscape. She highlights GoodFire, a company focused on mechanistic interpretability for AI models, and emphasizes the vast, untapped potential of applying AI to industries beyond finance and legal, particularly those facing labor shortages. Das also touches on the long-term implications of declining birth rates on the economy. Shifting to social media, she shares her approach to building an online presence by focusing on providing helpful, data-driven content. Das further explains Menlo’s investment approach, which favors low-volume, high-engagement partnerships with founders deeply committed to their mission and capable of building strong teams.