Partner at Menlo Ventures

Menlo Park, Ca
Excited to share that we’re leading Inception’s $50M seed round. Inception is taking a fundamentally different approach to AI — applying diffusion models (the technology behind image generation systems like Stable Diffusion) to code and text generation. While most AI companies are iterating on autoregressive models that generate text token by token, Inception founders Stefano Ermon (Stanford professor and diffusion model pioneer), Aditya Grover and Volodymyr Kuleshov are building models that refine outputs through iterative refinement. This architectural difference unlocks real advantages: Their Mercury model achieves over 1,000 tokens per second — significantly faster than traditional approaches. In a world where compute costs and latency are critical bottlenecks, this parallel processing capability is a game-changer. As codebases grow more complex and AI infrastructure costs become clearer, diffusion-based approaches offer meaningful advantages in processing large volumes of code and managing data constraints. Thrilled to back Stefano and the Inception team alongside Mayfield, Innovation Endeavors, M12, Snowflake Ventures, Databricks Ventures, NVentures, and angels @AndrewYNg and @karpathy
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Happy to share my latest blog post on Menlo Ventures investment in Julia Computing! Click below for references to #julialang , Keanu Reeves, #machinelearning , pharmacometric models, x86 assembly and more, all in one blog post. medium.com/@timtullydevnull/…
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Excited to announce @MenloVentures series B lead in @neondatabase - providing serverless Postgres via separation of storage and compute, db branching and deep integration into dev platforms such as @vercel , @Replit , @HasuraHQ , @AirplaneDev and many more. It's been just a remarkable experience getting to know @nikitabase, Heikki Linnakangas and @kelvich as well as the rest of the Neon team. Looking forward to the journey along with existing folks at the table including Glenn Solomon at GGV Capital, Quentin Clark at GC, Joe Morrissey and many others. Congrats again Nikita Shamgunov and team! See more about why invested in my writeup below: medium.com/@timtullydevnull/…
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Big day here at @MenloVentures - Thrilled to welcome @debarghya_das to the team, where he will focus on AI/ML, infra and broader enterprise. His time at Google and as founding engineer at Glean will give him a unique edge in venture. Welcome aboard.
Meet the newest member of Team Menlo, Deedy Das, aka @debarghya_das. At Menlo, Deedy will focus on early-stage investments in AI/ML, next-generation infrastructure, and enterprise software. To learn more about Deedy, where he’ll invest, and why we are so excited to have him on board, read this post mnlo.vc/welcome-deedy fm @timt
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Great pod featuring my better half @jesskah and Menlo portco @withdelphi featuring founder @daraladje. Wild to think that our kids’ kids’ kids’ could still talk to a piece of Jess via Delphi.
Just uploaded my brain to Delphi’s Library of Minds. 🧠 I recorded a pod with @withdelphi founder @daraladje. That conversation—along with all my past interviews, articles, blog posts, and talks—is now live inside my Delphi digital mind. You can now chat with all my past content and ask me questions: delphi.ai/jesslee Delphi captures not just your knowledge and stories, but the way you think. In the podcast, I shared several powerful mental frameworks I've collected over the years: 1) The EQ/IQ/PQ/JQ framework, h/t to my partner @shaunmmaguire 😀 Emotional Quotient: One-on-one people skills 👫 Political Quotient: System-level people skills 🤓 Intellectual Quotient: Raw intellectual smarts 🎯Judgment Quotient: Good judgment Some brilliant people (high IQ) make terrible decisions (low JQ). PQ is a force multiplier because leading teams requires navigating group dynamics. Very few people excel at all four dimensions. 2) Moving 3 points on a 10 point scale, via Cheryl Dalrymple, CFO of AdMob, Confluent, and my startup Polyvore: 💪 Hard work typically moves you just 3 points on a 10-point scale. 🎯 It’s far better to push from 7→10 in your strengths than struggle from 2→5 in your weaknesses. ⚡ Since your energy is finite, invest it where you naturally excel. 🤝 Hire exceptional people who thrive where you don’t. 🚫 A common startup mistake: seeking perfectly well-rounded people who score 7+ across every dimension—they’re rare and expensive. 🦔 Instead, hire “spiky” talent—people who are 10s in one dimension, even if they’re 1s elsewhere. 🧩 Build teams where collective strengths cover all critical areas. 3) Startups are turn based games and why velocity matters, h/t @mvernal: 🎮 Startups are like turn-based games. 🂡 You’ll flip a lot of cards and make a lot of moves. 🔁 Most moves won’t be perfect—but what matters is how quickly you turn the next card and learn the next lesson. 🏆 Winning requires a mix of playing the right card and playing quickly. ⚡ It’s easier to be faster than it is to be right-er. So play fast. 🚀 Speed compounds. If you want to go deeper into lessons from my time at Google, the truth of my founder journey at Polyvore, or my hot takes on the future of consumer AI, watch below or have a conversation with my Delphi. 00:00 Intro 1:00 Who is Jess Lee 02:50 The EQ / IQ / PQ / JQ framework 03:44 What early Google taught her 05:35 How ambition is a double-edged sword 07:34 Customer discovery vs visionary intuition 09:31 Polyvore: from user → CEO 12:37 Imposter syndrome & finding authentic leadership 15:20 Picking the wrong market 18:24 Firing fast & setting high performance bars 20:12 Building cult-like community and emotional loyalty 22:13 Velocity vs delight in product 24:32 What she looks for in founders (turn-based velocity) 25:59 The business model wake-up call 27:27 Storytelling as a founding superpower 28:26 Hot take: consumer isn’t dead, it’s being reborn 31:50 AI-generated media, fanfic, and the next YouTube Check out the full library minds at libraryofminds.com/ Or create your own Delphi at delphi.ai!
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Exited to share @pinecone’s $100M Series B led by @a16z and the backstory of how two of the most brilliant people I know (Edo Liberty and Ram Sriharsha) helped make Pinecone part of the modern AI stack. (w/ Avengers references) linkedin.com/posts/timothytu…
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Proud to partner with @eliast and the team at Agency. Working with the team and watching the product grow daily has been a thrill - I can’t wait for everyone to see what they’ve built!
We just raised $20M (Menlo, Sequoia, Felicis, Snowflake, Databricks) and launched Kai—the first superintelligent AI co-worker for customer success. It shouldn't take 100 people to serve 1,000 customers. Kai knows every customer, acts instantly, never drops the ball. Agency.inc fortune.com/2025/11/12/elias…
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Excited to announce our series B investment in @UnstructuredIO, @_Brian_Raymond and team. Unstructured is powering generative AI applications with its powerful ETL and data preparation capabilities, sourcing and sending data to any destination. Read more: medium.com/@timtullydevnull/…
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It was an honor creating the course “Building Applications with Vector Databases” using @pinecone with Dr Andrew Ng. Across six parts we explore RAG, anomaly detection, facial similarity and more. Check the link below and take the @DeepLearningAI course today!
New short course on Building Applications with Vector Databases, taught by @pinecone’s @timt! At the heart of a vector database is the ability to store a collection of vectors and then query against that, meaning input a new vector and find similar ones. This is useful for many AI applications. In this course, you'll learn how to use vector databases to build: (i) Semantic Search: Create a text search tool that goes beyond keyword matching, and instead focuses on the meaning of content. (ii) RAG (retrieval augmented generation): Enhance your LLM output by incorporating context from sources the model wasn't trained on. (iii) Recommender System: Combine semantic search and RAG to recommend topics, and demonstrate it with a news article recommender. (iv) Hybrid Search: Build an application that finds items using both images and descriptive text -- by combining both sparse and dense vector representations of the data -- using an eCommerce dataset as an example. (v) Image Similarity: Use image vector embeddings to create an app to compare facial features, using a database of public figures to determine the likeness between them. (vi) Anomaly Detection: Build an anomaly detection app that identifies unusual patterns in network communication logs. I hope you’ll enjoy learning how to build all these types of applications! Please sign up here: deeplearning.ai/short-course…
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Congrats on this huge milestone @neondatabase
We're delighted to announce that we crossed 10,000 @github stars🌟! github.com/neondatabase/neon
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Excited to share the news about the Menlo Anthology fund and our further partnership with @AnthropicAI
We are excited to announce the Anthology Fund, a $100M fund we created with our partners at @AnthropicAI to support the next generation of breakthrough companies. With funding from the Anthology Fund, we will back visionary founders using Anthropic’s cutting-edge AI to reshape industries. Join us in building the future of AI. Apply now: mnlo.vc/anthology-fund-appli… #AIInnovation #ALLINonAI Or reach out to our Anthology Fund team: @mmurph, @timt, @mejoff, @amytongwu, @deedydas, and @venkyganesan, who will work closely with President @DanielaAmodei, CPO @mikeyk, and the rest of the Anthropic team to support the most promising AI startups. You can learn more here: mnlo.vc/anthology-fund
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So proud of @jesskah for helping create such an important company for family and women’s health. We used this app at home during her pregnancy and it was a massive step function change in patient care. Congrats @mavenclinic
So proud of @mavenclinic for today’s funding milestone at $1B🦄 valuation. I took a moment to reflect on @_KateRyder’s battle to build a category-defining company in women’s & family health. “Women’s health is too niche” is what some said. They were wrong. seq.vc/Maven_Medium
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This past saturday, @MenloVentures hosted a huge builder day with @AnthropicAI , where we had over 100 teams build really fantastic projects! Here are a few photos from the event!
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Been dying to get an @AnthropicAI Mac desktop app. Hopefully soon but in mean time, I wrote a native one. Complete with markdown rendering. Ping me for the source.
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Congrats to @nikitabase and the rest of the @neondatabase team on their acquisition by @databricks. Very proud to have been part of the journey, and excited about the future of the product as it evolves!
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Excited to announce @MenloVentures partnership with @edge_delta. An amazing product and team led by Ozan Unlu and Fatih Yildiz. Read our Medium post on how and why it’s pushing the new data stack to the edge: medium.com/@timtullydevnull/…
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Facts
Elon believes a majority of AI workloads will be diffusion models. I’d pay close attention to Inception Labs, a team of Stanford professors who are doing foundational work here. In the history of computing, no single ML architecture has been dominant for more than a decade.
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Open sourcing my fully-native and completely unofficial #Anthropic #Claude desktop app for Mac. [github.com/tullytim/claude-m…] Features include: * Universal search from anywhere (Control-Space to bring up search bar) * Markdown rendering for all programming languages * Fully encrypted on-disk search histor * Selectable model * Source above, binary here: [github.com/tullytim/claude-m…]
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Had fun looking into #Deepseek. Fascinating data - both the web and mobile apps collect data and send it to volces.com. Most people in the US won't recognize this domain, but it's Volcano Engine, which is a compute brand owned by #Bytedance, the owners of #TikTok .
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1/ Mid 1980s @transformers cartoons (Decepticons, in particular) should be a case study on how NOT to build team culture. Lots of infighting, coups being staged, egotistical leadership (Megatron), bad hiring, serial failed initiatives and overall lack of wins for the team.
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Congrats to the @neondatabase team on this huge milestone!
Neon is now GA 🎉🎉🎉
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Excited to announce @e2b_dev SDK for Rust. #e2b #rust crates.io/crates/e2b-sdk . .
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Rust continues to make me think harder than I want to at code creation time but the benefits are off the charts
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Damnit I’m gonna have to pick this up again.
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Already seeing a ton of applications from some really compelling startups. The demo days w/ the Anthropic team will be spectacular!
New $100M fund from Menlo in partnership with Anthropic — take a look if you’re building in this space! I’ll be joining demo days for fund companies and you’ll have a direct line to our team
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Excited to partner with @raj_datta and @oak9io team on securing cloud applications throughout the CI/CD lifecycle - from design to deployment using their IaaC solution. Oak9 eliminates the guesswork of praying and hoping your apps are secure!
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Trying to find the limits of sounding great on @Zoom with founders and portfolio companies! @Behringer @shure @FocusritePro
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Replying to @nicoup
Context is amazing. Congrats to you and the team @nicoup - I’m excited to be on this journey with you.
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Ironically cannot read this article on large-scale BGP mgmt at facebook
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Replying to @fredericl
It's because investors see devs as the strategic buyer of tools that used to be bought by CIO/CISO; devsecops as one example. Since everyone's gtm is now bottoms-up this will only accelerate, devs are smart and lazy and just gonna buy what is reputable and works out of the box.
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You can have 4096 dimensions and surely it will increase.
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Replying to @shaoxuhui
Based on the URL I shared above, this appears to be purely data collection. The endpoint is /monitor_web/collect
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3/ The lack of gender diversity though was a real issue for both Megatron and Optimus Prime. Just watched four episodes this morning and saw ZERO females transformers or human charcacters.
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The Decepticon Soundwave had an LLM in his chipset so I was studying him closely hoping to see glimpses of future venture companies based on his workflows.
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messing around w/ twitter.
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Incredibly excited to work with Kandace!
Welcome @Y2Kandace, our new Director of GTM #Talent! She's building on our relationships with the top sales & marketing executives in tech, focusong on #SaaS, #infrastructure, & #cybersecurity. #GTM leaders should connect & follow. More from @jormont1978: bit.ly/KandaceGTM
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Replying to @jasoncwarner
The real problem here is you use consumer grade wifi!
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Replying to @EricNewcomer
This is the situation in my basement feeding my GPUs with 10gbit symmetric bandwidth.
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Replying to @fendien
Surely he’s listening to Dashboard Confessional in the locker room
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2/ Pretty sure this was a power move by Japanese cartoon artists at the time sending a message to US. Only thing they nailed was diversity - lots of different kinds of vehicles and varied educational backgrounds (who else would have the Dynobots, after all?)
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Verifying my identity for @viamirror sig:0xfb7906ff9a30faf7887962820a955a977317b032f747eb81e97c154161c26ee11f455ab2175b0caddb78b2846bc36205ec8250f6a297780f5fc71a773759204b1c mirror.xyz
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@crab_grab here's my shark teeth setup
I, for one, welcome our new voting scheme.
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Replying to @oak9io
Socks at AWS re:invent, because I ran out. That was so clutch.
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eating pancakes
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