Deedy DasDeedy DasPrincipal, Menlo Ventures · investing in AI, SaaS & Infra

Deedy Das's videos and podcasts

1,074 items

This week

@deedydas

This is one of the most important results in AI, period.

1d ago
@deedydas

Modal is one of the only companies in history to grow 10x in <1 year on a 9 figure run rate base to $1B!

2d ago
@deedydas

This does not include the $250B SpaceX-XAI merger and several non AI acquisitions (Armis, Chronosphere, Semrush)

3d ago
@deedydas

The last 18mos has seen an insane nearly ~$200B of...

3d ago
@deedydas

There is no faster city for flying than San Franci...

4d ago
@deedydas

Zuck learning the bitter lesson: https://t.co/95MN...

4d ago
@deedydas

made with clopus 5.5, music on eleven, narrated wi...

5d ago
@deedydas

I made a short 5 min documentary on the greatest m...

5d ago
@deedydas

source: sensortower

5d ago
@deedydas

Meta Muse's retention is out, and it's almost as g...

5d ago

Earlier this month

@deedydas

Keeping him private! https://t.co/H3lC5kC2B8

5d ago
@deedydas

Yes, immigration is harder than it's ever been.

6d ago
@deedydas

And to those who worship the church of PPP, no, fo...

6d ago
@deedydas

The smartest Indians continue to come to build in the US for the simple reason that the economic incentives are far far better.

6d ago
@deedydas

One of my favorite things he said to me when I ask...

6d ago
@deedydas

I asked him if he wants to be doxxed, will lyk wha...

6d ago
@deedydas

Met a kid today who taught himself AI with LLMs at 14 while barely speaking English, worked a 1yr long internship in a top AI company, flew across the world to attend a top 10 US undergrad, dropped out in 2 weeks, and has 5 ~$1M+ job offers from the top neolabs in SF at age 17.

6d ago
@deedydas

Claude Artifact: https://t.co/mkpRyykXLo

6d ago
@deedydas

I used Opus to convert OR's public token stats int...

6d ago
linkedin.com

HUGE AI news! OpenAI tells investors their annualized revenue is $50B for end of September, up from ...

1w ago
@deedydas

Source: https://t.co/Hscac1oM0r

1w ago
@deedydas

OpenAI tells investors their annualized revenue is...

1w ago
linkedin.com

The US DoL has suspended new and pending PERMs from prominent WITCH Indian IT companies (Wipro, Info...

1w ago
@deedydas

This is justifiable for IT companies, although the...

1w ago
@deedydas

The US DoL has suspended new and pending PERMs fro...

1w ago
@deedydas

I’ve had 3 diff people tell me they are 100% sure ...

1w ago
@deedydas

“Cryptography is a subfield that’s extremely conspicuous by its absence from OpenAI’s list of 376 papers!

1w ago
linkedin.com

OpenAI’s math release is, in the words of Opus, “the single most consequential mathematical release ...

1w ago
linkedin.com

Menlo Ventures has tried to rebuild from the ground up how we think about investing and we are fortu...

1w ago

September 2026

linkedin.com

I've spend 10+ hrs perfecting how to get the best out of Opus 5.5 for video generation workflow: - ...

2w ago