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Menlo’s Anthropic bet and the risks of the AI investing boom
A post praises Menlo’s work with Lovable, Higgsfield and Legora and shares seven takeaways from a venture-capital interview.
TLDR
A post praises Menlo’s investment in Anthropic at a $4 billion valuation and points to Lovable, Higgsfield and Legora as signs of the firm’s momentum. It shares takeaways from an interview with Venky Ganesan, including the idea that debt defaults could signal trouble in the AI boom and the argument that venture funds need to outperform public-market tech stocks.
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