Partner at Menlo Ventures, the firm that famously \"bet the firm\" on Anthropic. Menlo's cumulative $1B into Anthropic is now worth an estimated $14B as the lab approaches a $1T valuation — arguably the single best venture position of the AI cycle. In June 2026 Menlo raised $3B across Fund XVII and Inflection IV, the largest raise in its 50-year history, going all-in on AI. Menlo also runs the $100M Anthology Fund jointly with Anthropic, seeding 60+ frontier-AI startups.