Tim Tully @timt
Partner at Menlo Ventures Menlo Park, Ca Joined December 2006-
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Great to see @_inception_ai at the top of the @ArtificialAnlys model recommender for intelligence, speed and cost
Artificial Analysis launched a Model Recommender. Set your priorities for intelligence, speed, and cost, and it ranks the best models for your stack. Mercury 2 ranks first. See the full ranking on @ArtificialAnlys: artificialanalysis.ai/models/recomme…
Great write up on speculative decode acceleration using d-Matrix by @gimletlabs
First view of our GPU + @dMatrix_AI Corsair configuration for high-performance agentic workloads. The future of inference is heterogeneous! Technical writeup here: gimletlabs.ai/blog/low-laten…
@_inception_ai - the fastest reasoning LLM
Looking for reasoning quality at non-reasoning speeds? @ArtificialAnlys confirming what we have been seeing internally past few weeks. Mercury 2 is the fastest reasoning LLM in the world.
Mercury 2 from our portfolio co @_inception_ai is live! ~1,000 tok/s, 5x faster than speed-optimized models. @MenloVentures is proud to back this team. Congrats @StefanoErmon @adityagrover_ @volokuleshov.
Mercury 2 is live 🚀🚀 The world’s first reasoning diffusion LLM, delivering 5x faster performance than leading speed-optimized LLMs. Watching the team turn years of research into a real product never gets old, and I’m incredibly proud of what we’ve built. We’re just getting
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.
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.
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
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
@itsalfredw @deedydas Damnit I’m gonna have to pick this up again.
1/ Today, I’m excited to announce @SquintAI's $40M Series B, led by @TheWestlyGroup & @TCVTech, with participation from existing investors @sequoia & @MenloVentures. Manufacturing is the foundation of the world around us & Squint has quickly become a household name in the industry.
Saw this hot guy on Bloomberg TV but was too distracted by his handsomeness to pay attention to what he was saying. Something about enterprise LLM market share blah blah, report here: menlovc.com/perspective/20… @timt @deedydas @derekgxiao @MenloVentures
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!
Excited to announce @e2b_dev SDK for Rust. #e2b #rust crates.io/crates/e2b-sdk . .
@shaoxuhui Based on the URL I shared above, this appears to be purely data collection. The endpoint is /monitor_web/collect
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 .
Menlo Ventures @MenloVentures
48K Followers 2K Following A venture capital firm that strives to have a positive impact on everything we do. When we invest, we're invested. When we’re in, we’re all in! #teamwork
Naomi Pilosof Ionita @npilosof
3K Followers 1K Following CEO advisor | Board director | Investor in AI infra and applications
Greg Yap @grgyap
1K Followers 347 Following Investor, entrepreneur, husband, and Dad. @MenloVentures. Previously: Illumina Ventures, Roche Ventana, Biodesy, Affymetrix.
Venky Ganesan @venkyganesan
6K Followers 4K Following Partner at Menlo Ventures who is excited to be venturing right with amazing partners. All opinion is personal and retweets are not endorsements
Alex Konrad @alexrkonrad
90K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
mmurph @mmurph
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Dr. Chris Rackauckas @ChrisRackauckas
12K Followers 257 Following Lead dev of @sciml_org, VP of Modeling and Simulation @JuliaHubInc, Director of Scientific Research @pumas_ai, and Research Staff @mit_csail. #julialang #sciml
Logan Kilpatrick @OfficialLoganK
330K Followers 3K Following Member of technical staff, working on Gemini, @GoogleAIStudio, the Gemini API, & Kaggle. My views!
Shawn Carolan @shawnvc
4K Followers 769 Following Investing in consumer tech to make life better/faster/cheaper @Menloventures. Founder, engineer, product fanboy, dad, aspiring empath, and in ❤️ w @jencarolan
oak9 @oak9io
182 Followers 361 Following The #Security as Code platform for #cloudnative infrastructure. Cloud security, DevOps, open source, superheroes, short walks on the beach 📧 [email protected]
Upstarts Media @UpstartsMediaCo
2K Followers 202 Following Startup news starts here. Upstarts Media is a new tech publication focused on the startup ecosystem, founded by veteran reporter @alexrkonrad.
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Alfredo De La Fe @alfredrants
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Eagle T. @EagleTong3
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Tony The Mystical Gad... @orpheuslaughs41
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Chameleon Network @CHMLnetwork
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Possibility Space Age... @PSAComms
0 Followers 49 Following NASA for Goals: we have countless resources for navigating infinite paths but no unified system for deploying them. Building our Mission Control, help wanted.
Francois de Fitte @francoisdefitte
1K Followers 1K Following 2x Founder @getpancake_ai | prev BasaltAI | building in SF | autonomous companies
Yash Kishore @TheYashKishore
153 Followers 135 Following @KindredVentures | Formerly @Tesla Autopilot, @Google, @Sequoia Scout, @kp_fellows | Eng @iitbombay @ubuffalo
Tugay Alyildiz @tugayalyildiz
248 Followers 757 Following building ai into people's everyday life | ex-cofounder at veloxia
Abby O'Connell @AbbyOconnell23
17 Followers 96 Following i love building community founder @filledmediaco @thefilledpodcast
Michael Zhao @mikeyyyzhao
503 Followers 3K Following VC @ Eniac Ventures · Venture Partner @ Pioneer Fund · prev. Co-founder/CTO @ Vimcal (YC S’18)
Bei Zhang @bei_zhang01
52 Followers 568 Following Growth. I help launch and grow: https://t.co/ircHKQMCA9, https://t.co/KiQvmXYRZi, https://t.co/Spf6uXrW9B, Relay, and more.
Alice @alicey223
0 Followers 306 Following
mihaichindris.bsky.so... @mihai_chindris
1K Followers 7K Following SWE student @QuanticSchool | OSS Contributor @GitHub | Hackathon hunter @devpost
Nooxus-AI | NOO(Nous ... @TheAiiWorld
18 Followers 82 Following NOO(Nous Node) Protocol for B2B AI. We've completely open-sourced the NOO-Protocol and our zero-hallucination SmartGSC dataset. Nooxus-AI | NOO-Verified-Global
sruthikesh @sruthikesh
28 Followers 907 Following Making AI run brrr - algorithms to gates. Writing about inference, optimization and the silicon decisions that shape AI. ML Architect @ Meta | Ex-Nvidia, Google
larold @lawrencefu77
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Raghav Grover @Raghav11Grover
3 Followers 1K Following
LFRG @LrabagoO
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Sourik @Sourik24
368 Followers 5K Following Making CPUs and GPUs go brrrrr. Looking to work on fun and challenging stuff.
Swarnim Jain @swar_ja
2K Followers 3K Following cs @cambridge_uni, summer fellow @ycombinator | prev. @iitbombay
kai @ssvankai
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Sonia @Soniaewzm
0 Followers 14 Following
Siva Ragavan @SivaRagavan
497 Followers 490 Following Building Nexus / KnowQL @Pinecone | Prev. @Meta, @Amazon, @Salesforce
Sid Kharbanda @justkharbanda
170 Followers 179 Following Founding Engineer @_inception_ai | CS @UCLA @bitspilaniindia
Ralphael Lundt @RLundt20993
56 Followers 7K Following
nobody @nobody88k
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Nikita @Nikita25says
1K Followers 4K Following Journalist. Have contributed to Forbes, World Reporter, etc. Back up account of @NikitaReporter
Snow Lee @snow_w_lee
637 Followers 2K Following Founder, Runbear. We build named team AI teammates for mid-market companies on Claude. I post about team AI rollouts, governance, and adoption math.
Menlo Ventures @MenloVentures
48K Followers 2K Following A venture capital firm that strives to have a positive impact on everything we do. When we invest, we're invested. When we’re in, we’re all in! #teamwork
Naomi Pilosof Ionita @npilosof
3K Followers 1K Following CEO advisor | Board director | Investor in AI infra and applications
Greg Yap @grgyap
1K Followers 347 Following Investor, entrepreneur, husband, and Dad. @MenloVentures. Previously: Illumina Ventures, Roche Ventana, Biodesy, Affymetrix.
Garry Tan @garrytan
881K Followers 6K Following President & CEO @ycombinator —Founder @garryslist—Creator of GStack & GBrain—designer/engineer who helps founders—SF Dem accelerating the boom loop
Venky Ganesan @venkyganesan
6K Followers 4K Following Partner at Menlo Ventures who is excited to be venturing right with amazing partners. All opinion is personal and retweets are not endorsements
Andy Pavlo (@andypavl... @andy_pavlo
40K Followers 206 Following Associate Professor of Databases @CarnegieMellon.
Matt Turck @mattturck
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Alex Konrad @alexrkonrad
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mmurph @mmurph
6K Followers 508 Following @MenloVentures - invest in AI Infra & AI native sw @anthropicai @lovable @harnessio @cartainc @benchling @typefaceai @semgrep @Envoy @Vivun_inc @wearelegora
Shaun Maguire @shaunmmaguire
335K Followers 2K Following Partner @sequoia // @caltech physics PhD // Views are my own
Matthew Prince 🌥 @eastdakota
218K Followers 301 Following A little bit geek, wonk, and nerd. Repeat entrepreneur, recovering lawyer, and former ski instructor. Co-founder & CEO of Cloudflare (NYSE: NET).
Dr. Chris Rackauckas @ChrisRackauckas
12K Followers 257 Following Lead dev of @sciml_org, VP of Modeling and Simulation @JuliaHubInc, Director of Scientific Research @pumas_ai, and Research Staff @mit_csail. #julialang #sciml
Logan Kilpatrick @OfficialLoganK
330K Followers 3K Following Member of technical staff, working on Gemini, @GoogleAIStudio, the Gemini API, & Kaggle. My views!
Shawn Carolan @shawnvc
4K Followers 769 Following Investing in consumer tech to make life better/faster/cheaper @Menloventures. Founder, engineer, product fanboy, dad, aspiring empath, and in ❤️ w @jencarolan
oak9 @oak9io
182 Followers 361 Following The #Security as Code platform for #cloudnative infrastructure. Cloud security, DevOps, open source, superheroes, short walks on the beach 📧 [email protected]
Techmeme @Techmeme
423K Followers 990 Following Top news and commentary for technology's leaders, from all around the web. This account shares top-level Techmeme headlines. Visit our site for full context.
Jyoti Bansal @jyotibansalsf
44K Followers 253 Following Technology Entrepreneur. Founder @harnessio, @traceableai, @unusual_vc, @appdynamics and BIG Labs
Upstarts Media @UpstartsMediaCo
2K Followers 202 Following Startup news starts here. Upstarts Media is a new tech publication focused on the startup ecosystem, founded by veteran reporter @alexrkonrad.
AIRLINE VIDEOS @airlinevideos
118K Followers 293 Following Welcome to Airline Videos Live — The Ultimate Plane Spotting Experience! Get ready to experience the thrill of aviation like never before!
Dwarkesh Patel @dwarkesh_sp
238K Followers 1K Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
𝗿𝗮𝗺𝗮𝗸�... @techwith_ram
13K Followers 973 Following Sr. DS. AI Updates. Views are my own. 🥦 https://t.co/k0P7ZvFN2M
Yash Kishore @TheYashKishore
153 Followers 135 Following @KindredVentures | Formerly @Tesla Autopilot, @Google, @Sequoia Scout, @kp_fellows | Eng @iitbombay @ubuffalo
Michael Zhao @mikeyyyzhao
503 Followers 3K Following VC @ Eniac Ventures · Venture Partner @ Pioneer Fund · prev. Co-founder/CTO @ Vimcal (YC S’18)
Swarnim Jain @swar_ja
2K Followers 3K Following cs @cambridge_uni, summer fellow @ycombinator | prev. @iitbombay
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484K Followers 3 Following Official updates for developers building with @ClaudeAI
Avinash @avinashonrecord
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Het @hetdv
230 Followers 358 Following helping the west reindustrialize one supplier at a time @andustry_hq (@ycombinator p26)
Siva Ragavan @SivaRagavan
497 Followers 490 Following Building Nexus / KnowQL @Pinecone | Prev. @Meta, @Amazon, @Salesforce
Sid Kharbanda @justkharbanda
170 Followers 179 Following Founding Engineer @_inception_ai | CS @UCLA @bitspilaniindia
Andrew Feldman @andrewdfeldman
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Maya Shah @mayamshahh
88 Followers 125 Following building @EvidenceOpen + @getthecheckpod fan account
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Snow Lee @snow_w_lee
637 Followers 2K Following Founder, Runbear. We build named team AI teammates for mid-market companies on Claude. I post about team AI rollouts, governance, and adoption math.
Jeff Huber 🇺🇸 @jhuber
47K Followers 26K Following Co-founder @TriatomicCap ㅣFounding CEO @GRAILbioㅣearlier: @Google Ads, Apps, Maps & ⟦x⟧ㅣf*ckcancerㅣPer aspera ad astra. 💚🤍♥️
Ganesh Nayak @GaneshNayak
1K Followers 2K Following ⭐️Avataar Ventures - $800M global tech fund ⭐️Angel Investor across US & India
Lauren Pearson @laurenap_
2K Followers 4K Following neurobio research @uvic | biosec @pilgrimlabs | cog. cartography @mit_csail (kellis lab) | prev. HCI/BCI research @terctweets
Conor Brady @conormbrady
710 Followers 4K Following @insightpartners customer-obsessed sales. previous product, ops and software eng. VC, Productivity, Sports & Guinness
Aakash Gupta @aakashgupta
272K Followers 827 Following ✍️ https://t.co/8fvSCtBv5Q 💼 https://t.co/STzr4nqxnm 🤝 https://t.co/SqC3jTyP03 🎙️ https://t.co/fmB6Zf5UZv
Sriram Viswanathan @1sriram
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Drew Venegas @andrewvenegas
869 Followers 5K Following CEO / Founder / Proud 🇺🇸. Building @bravozeroai
Pedro Sorrentino @pedrosorren
9K Followers 7K Following Investing @atmancap. E Pluribus Unum. 📧[email protected] 🇺🇸🇧🇷🇮🇹✝️
Jazmin Medina @jazminsmedina
418 Followers 457 Following Investment Partner at @DEShawGroup focusing on AI Infrastructure & Apps, Enterprise + FinTech, Series A-PreIPO | @HarvardHBS @ASU | formerly @GoldmanSachs
Raif Barbaros @raif
1K Followers 693 Following Technical founder turned VC. Partner at https://t.co/IeHvrqCJES. AI Newsletter: https://t.co/w0KaRCZmo9 Husband, dad, futbol nut. Queen's and UC Berkeley alumni.
Nicolas Bustamante @nicbstme
25K Followers 567 Following AI for knowledge workers at @Microsoft. Prev: CEO @fintoolx (acq. Microsoft), CEO @doctrine (Acq. Summit Partners)
@BioAI_Neuro @BioAI_Pharma
12K Followers 7K Following @MIT trained Neuroscientist writing on ⚡Bioelectricity |⏳Longevity | 💊AI Drug Discovery 🎯 [email protected]
Benjamina Bollag @benja22083
1K Followers 2K Following Co-founder and CEO @SymphoRNA. Multi-RNA therapeutics to reverse fibrosis. Prev. @uncommonbio
Ben Gallagher @BenGallagher0
357 Followers 2K Following Investing w @BessemerVP | Prev @lux_capital @harvard
Manmohit Grewal @ManmohitG
842 Followers 2K Following Co-founder at Crustdata (YC F24) | Real-time web data on people and companies for AI agents
Max Zeff @ZeffMax
8K Followers 2K Following Senior Writer covering AI @WIRED, author of the Model Behavior newsletter | Formerly @TechCrunch, @Gizmodo, @markets | DM me off the record on Signal @ mzeff.88
Jared Quincy Davis @jaredq_
2K Followers 1K Following Founder and CEO, Mithril (@mithrilcompute). Orchestrating Compute. Fmr Research Scientist @GoogleDeepMind, Deep Learning Team. CS PhD @Stanford ML, Systems
Gimlet Labs @gimletlabs
260 Followers 154 Following An applied research lab dedicated to building next-generation AI infrastructure.
Dimitri von Rütte @dvruette
3K Followers 359 Following AI/ML research. prev. PhD @ETH_en, ML engineer @DeepJudgeAI
Sahil Shah @sahilshah91
810 Followers 1K Following dad, founder, sf resident. building FlowState AI. ex ML @Waymo | ex robotics @ Apple, CMU | alum @southpkcommons
Pascal Wichmann 🇺�... @wichmaennchen
589 Followers 5K Following PhD @Cambridge_Uni / @WolfsonCam; interests: Machine Learning / NLP / creative AI; bullshitophobe / truth matters 🌻





























