Deedy ✓
@deedydas · San Francisco · joined 24 Aug 2011
Partner at @MenloVentures. Investor: Anthropic, OpenRouter, Modal, Wispr, Pangram, Inception, Goodfire, PrimeIntellect prior: Glean, Google Search. Cornell CS.
253 725Followers
6 276Following
16 878Posts total
7.2MViews on collected posts
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I’ve heard 100s of startup pitches this year. Here’s the good, the bad and the meh recurring trends from my experience:
The good:
- High raise amounts and valuations. More inflated for strong teams pre-revenue in hot areas (robotics, bio, personal agents)
- Insane topline growth
59.7K views · 467 likes
· 26 reposts · 60 replies
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Another brutal M&A. Miro, founded in 2011 and valued at $17.5B 4yrs ago, is getting acquired by Bending Spoons, founded 2013, at ~2.3x ARR.
After Airtable, another unfortunate victim of the SaaS bust at ~10x down from peak. It raised $476M only to be sold for $1.355B EV ($1.79B
445.9K views · 1.9K likes
· 100 reposts · 104 replies
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BREAKING: we've officially entered a deal to acquire Miro for $1.355B! 😍 https://t.co/CVwkx20SL5
2.6M views · 5.3K likes
· 305 reposts · 442 replies
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DeepSeek might be the new king of open-source models. It obliterates GLM 5.3 and Kimi K3 on benchmarks while being 4x and 10x cheaper. An insane $0.3/M in, $1.2/M out.
And it’s #6 amongst humans on Codeforces!
This is exactly what startups with coding products needed. https://
151.1K views · 1.5K likes
· 112 reposts · 75 replies
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Private school education if you’re having kids soon will cost roughly $1.5-2M all in in the Bay Area, $2-2.5M if you include college. https://t.co/FiwyRROsG3
552.8K views · 823 likes
· 47 reposts · 115 replies
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We’ve seen the Jevons Paradox happen for coding, but now we’re seeing the numbers for video.
Making animated short dramas is 10x cheaper and 450x faster with AI, and it’s led to >12x more creation and 10x more views on China’s TikTok. https://t.co/8EpU8InnzL
54.8K views · 371 likes
· 36 reposts · 39 replies
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@deedydas Bye. Cya. Be well. Enjoy India! https://t.co/N91Q71aXaj
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· 0 reposts · 0 replies
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@deedydas Why would a TEMPORARY NON-IMMIGRATION visa be a "way to come to America"?
13.9K views · 518 likes
· 5 reposts · 5 replies
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@deedydas You mean no longer viable way to scam the Americans, less than 1 percent of F1 visa holders are like you intelligent and bright but managed to get H1B and defeated the whole purpose of H1B
10.8K views · 230 likes
· 4 reposts · 1 replies
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The H-1B program is no longer a viable way to come to America: higher fees, higher wages, wage ranked lottery, thinner safety nets for spouses and the laid off. https://t.co/7CRvyc3Rah
1.1M views · 2.4K likes
· 237 reposts · 296 replies
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5 human records were beaten at the World Humanoid Robot Games in China that ended a few days ago, fully autonomously!
Across 51 events, two robot makers had the strongest showing:
— Agibot, and their wheeled Genie G2 (~$140k) and Agilink OmniHand Ultra (~$61k), which crushed the
14.3K views · 98 likes
· 13 reposts · 12 replies
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@deedydas @steipete Thanks for hosting Deedy, awesome event!
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· 0 reposts · 0 replies
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@deedydas Nobody better to lead it, so pumped for you
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· 0 reposts · 0 replies
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Read the entire announcement here: https://t.co/wPHw8slbDc
Source: https://t.co/5My7iUKWdZ
7/7
16.1K views · 39 likes
· 1 reposts · 4 replies
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And no, you don't have to be using Claude to be in Anthology.
Applications are rolling and you can apply starting today: https://t.co/Aj94tcI30b
6/7 https://t.co/m6diJjPgAE
12.9K views · 66 likes
· 2 reposts · 4 replies
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Tenured investors:
Venky Ganesan — backed Upwork, Palo Alto Networks, Abnormal Security
Matt Murphy — backed Anthropic, Benchling, Carta, Harness
in addition to Daniela Amodei, Anthropic Founder and President and CPO ex-Instagram founder Mike Krieger.
5/7
11.3K views · 37 likes
· 1 reposts · 2 replies
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In addition to myself, the Anthology team available to support startups include ex-operators:
Tim Tully — ex-CTO of Splunk, backed Pinecone, Unstructured
Joff Redfern — ex-CPO of Atlassian, ex-VP LinkedIn
Amy Wu — ex-CFO of Discovery Channel, backed Epic Games, Weee!
and..
4/7
14.2K views · 64 likes
· 1 reposts · 7 replies
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Anthology is less about target thesis areas, and more about attracting high-quality ambitious builders and fueling them with the right resources and network to dream big.
Menlo is a big backer of Anthropic and we want to enable the AI ecosystem at large to thrive.
3/7 https://t
15.5K views · 69 likes
· 2 reposts · 3 replies
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Startups will get:
— $25,000 Anthropic credits
— Access to Anthropic's AI models
— quarterly deep dives with the Anthropic team
— biannual demo days hosted by Anthropic CPO Mike Krieger and Cofounder Daniela Amodei
— credits from Menlo Ventures company
And many many more.
2/7 h
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· 3 reposts · 9 replies
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ANNOUNCING
Today, we're launching the $100M Anthology Fund, an Anthropic and Menlo Ventures partnership to fund Seed and Series As of the next generation of AI startups around the world, with unique benefits!
There's never been a better time in technology to be building.
1/7 h
2.1M views · 2.2K likes
· 166 reposts · 151 replies
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We are excited to announce the Anthology Fund, a $100M fund we created with our partners at @AnthropicAI to support the next generation of breakthrough companies.
With funding from the Anthology Fund, we will back visionary founders using Anthropic’s cutting-edge AI to reshape
65.2K views · 247 likes
· 31 reposts · 6 replies
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Against accounts of the same size
11 posts from the last 90 days, next to the 100K–1M follower range. shown to more people than peers of the same size.
Median views59 655this account5 983median for 100K–1M
Reach, %23.51%this account1.49%median for 100K–1M
Engagement, %0.87%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 59 655 | 5 983 | 9.97× |
| Reach (views ÷ followers) | 23.51% | 1.49% | 15.8× |
| Engagement rate | 0.87% | 0.93% | 0.94× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
1.4K26 Jun
3.6K
5.8K
14.3K29 Aug
1.1M
10.8K
13.9K
5.2K
54.8K
552.8K2 Sep
151.1K10 Sep
2.6M
445.9K
59.7K15 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
1.02%26 Jun
0.39%
0.69%
0.87%29 Aug
0.29%
2.17%
3.81%
3.59%
0.83%
0.19%2 Sep
1.15%10 Sep
0.25%
0.48%
0.93%15 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes65.9%16 812 in total
Reposts4.3%1 092 in total
Replies5.2%1 337 in total
Quotes3.4%861 in total
Bookmarks21.2%5 417 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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