Top all-time · #5484
Menlo Ventures
Company blog · menlovc.com/perspectiveaistartups
Menlo Ventures is the company blog at menlovc.com, writing about ai and startups. Since 2015, 15 different Hacker News readers have linked it 17 times. It is still writing: the last post was on 2026-10-19, and you can follow it by feed.
Too few sampled comments (9) to say how often HN recommends it.?
Why HN links it
HN readers cite Menlo Ventures' mid-year LLM market reports and consumer AI surveys as data on enterprise and API model usage share. One commenter notes Menlo is invested in Anthropic.
Summarised by Claude from a sample of 9 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Menlo Ventures is an early-stage venture capital firm that invests across AI, consumer, enterprise, and healthcare technologies.
Most-linked posts?
- /perspective/2025-mid-year-llm-market-update/3 people · 4 mentions · first linked 2025-10-03
What Hacker News says?
Probably consumers. Enterprise is Anthropic, double ahead: https://menlovc.com/perspective/2025-mid-year-llm-market-upd... note that menlo is invested in anthropic, but still..
Comment linking /perspective/2025-mid-year-llm-market-update/
on “OpenAI's H1 2025: $4.3B in income, $13.5B in loss”Submitted The State of Consumer AI as a story · 2 points
HN discussionI was not addressing the size of the market. But the share. According to https://en.wikipedia.org/wiki/Usage_share_of_web_browsers , Netscape had 60-70% market share. According to https://firstpagesage.com/reports/top-generative-ai-chatbots... , ChatGPT currently has a 60% market share. But I consider the enterprise market a better indicator of where things are going. As https://menlovc.com/perspective/2025-mid-year…
Comment linking /perspective/2025-mid-year-llm-market-update/
on “Are we repeating the telecoms crash with AI datacenters?”Submitted Software Will Supercharge Developer Productivity: Why We Are Excited About DX as a story · 2 points
HN discussionBy API usage: https://menlovc.com/perspective/2025-mid-year-llm-market-upd...
Comment linking /perspective/2025-mid-year-llm-market-update/
on “OpenAI signs $38B cloud computing deal with Amazon”Submitted Why Everyone Is Obsessed with Model Routing as a story · 1 points
HN discussionEvery AI company is going to end up being a wrapper around them. the race is for sure on: https://menlovc.com/perspective/2025-mid-year-llm-market-upd...
Comment linking /perspective/2025-mid-year-llm-market-update/
on “OpenAI signs $38B cloud computing deal with Amazon”Submitted Agents for Security: The Tipping Point for Offensive AI as a story · 1 points
HN discussionWent through my Pinboard to extract all these: - https://797capital.com/ - https://www.indexventures.com/ - https://www.sparkcapital.com/ - https://www.hcp.com/ - https://hvflabs.com/ - https://www.republiccapital.co/ - https://plus.vc/ - https://www.rarebreed.vc/ - https://www.dragonfly.xyz/ - https://macventurecapital.com/ - https://parafi.com/ - https://www.chingona.ventures/ - https://www.plexocap.com/ - https:/…
Comment linking /
on “Ask HN: YC misses that went on to do well (like veed.io)”Submitted Axiom Raises $200M Series A at a $1.6B Valuation as a story · 1 points
HN discussionI'm not sure about "profitable" because these are very young (2 - 3 years old) private companies, but there have been a few reports showing their growth indicating very strong PMF i.e. utility: https://a16z.com/revenue-benchmarks-ai-apps/ https://www.cnbc.com/2025/03/15/y-combinator-startups-are-fa... https://medium.com/@gjarrosson/ycs-revenue-explosion-497ea17... https://stripe.com/blog/inside-the-growth-of-the-top…
Comment linking /perspective/2025-the-state-of-generative-ai-in-the-enterprise/
on “Satya Nadella: "We need to find something useful for AI"”Submitted Menlo & Anthropic: Anthology Fund as a story · 1 points
HN discussionI think this article is contradictory of the reality that Anthropic is picking up B2B marketshare like crazy, recently overtaking OpenAI. I wouldn’t call Fable “enshittification.” Anthropic knows what they have. I’m looking around for the article with the marketshare chart over time and I’ll update my comment if I find it. This is the closest article I could find, though the one I had read earlier had a nice graph a…
Comment linking /perspective/2025-the-state-of-generative-ai-in-the-enterprise/
on “Anthropic's Method to Losing Goodwill in a Few Easy Steps”Submitted Modern AI Stack: Design Principles for Future of Enterprise AI Architectures as a story · 1 points
HN discussionHave you seen stats on AI usage? It may be shameful in some social circles but usage is still surging: https://menlovc.com/perspective/2025-the-state-of-consumer-a... Anecdotally, the non-online people I know use them quite a lot for help with everyday tasks, though might not tell you that if you express anti-AI opinions to them first.
Comment linking /perspective/2025-the-state-of-consumer-ai
on “Eric Schmidt booed during graduation speech about AI”Submitted Menlo Ventures Invests 10MM in UpCounsel as a story · 1 points
HN discussion> The near billion users OpenAI has They're losing market share and the growth of active user plateaued. They captured all the normies who learned about llms on TV but these people will never spend a cent as you said. They're not even on the top 10 most used llms on openrouter anymore: https://openrouter.ai/rankings At the current pace anthropic will make more money than openai soon: https://epochai.substack.com/p/a…
Comment linking /wp-content/uploads/2025/07/2-llm_api_market_share-073025-scaled.webp
on “How Will OpenAI Compete?”
