Anthropic Watch posted an update
Menlo Ventures partner Matt Murphy says the firm’s investment in Anthropic will deliver its biggest-ever return when the AI company goes public. He says Menlo backed Anthropic in every funding round since 2023.
Why it mattersMurphy also discusses AI’s shift from model-building towards delivering computing power efficiently, according to Bloomberg’s video description. It is an investor’s view of Anthropic’s prospects, not a reported valuation or a measure of Menlo’s eventual gain. When investors talk returns, should they be weighing model breakthroughs more heavily, or the cost of running them?
Discuss: When investors assess AI companies, should model breakthroughs matter more than the cost of delivering computing power?
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