Tim Tully @timt

Partner at Menlo Ventures Menlo Park, Ca Joined December 2006

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Tim Tully @timt

2 months ago

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…

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Tim Tully @timt

2 months ago

Great write up on speculative decode acceleration using d-Matrix by @gimletlabs

Gimlet Labs @gimletlabs

2 months ago

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…

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Tim Tully @timt

3 months ago

@_inception_ai - the fastest reasoning LLM

Aditya Grover @adityagrover_

3 months ago

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.

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Tim Tully @timt

4 months ago

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.

Stefano Ermon @StefanoErmon

4 months ago

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

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Tim Tully @timt

7 months ago

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!

Agency @agency

7 months ago

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.

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Tim Tully @timt

7 months ago

Facts

Deedy @deedydas

7 months ago

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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Tim Tully @timt

7 months ago

techcrunch.com/2025/11/06/inc…

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Tim Tully @timt

7 months ago

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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Tim Tully @timt

8 months ago

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.

Jess Lee @jesskah

8 months ago

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

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Tim Tully @timt

9 months ago

@itsalfredw @deedydas Damnit I’m gonna have to pick this up again.

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Devin Bhushan @DevinBhushan

10 months ago

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.

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Jess Lee @jesskah

10 months ago

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

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Tim Tully @timt

a year ago

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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Tim Tully @timt

a year ago

@e2b_dev crates.io/crates/e2b-sdk

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Tim Tully @timt

a year ago

Excited to announce @e2b_dev SDK for Rust. #e2b #rust crates.io/crates/e2b-sdk . .

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Tim Tully @timt

a year ago

@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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Tim Tully @timt

a year ago

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 .