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Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures

Latent Space · 6.7K views · 2025-11-14 · 1:26:59

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Deedy Das, Partner at Menlo Ventures, returns to Latent Space to discuss his journey from Glean to venture capital, the explosive rise of Anthropic, and how AI is reshaping enterprise software and coding. From investing in Anthropic early on when they had no revenue to managing the $100M Anthology Fund, Das shares insider perspectives on the fastest-growing software company in history and what's next for AI infrastructure, research investing, and the future of engineering.

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