AI Funding Is Everywhere. The Hard Part Now Is Knowing Where to Bet - Memeburn

▤ Summary

Menlo Ventures closed $3 billion across two new funds to invest in AI startups from seed stage through growth. The firm is framing AI as its core strategy and using its Anthropic stake as proof that early conviction matters more than just having capital. The article argues that AI funding is abundant, but identifying durable winners has become the real challenge. It also highlights how enterprise buyers want AI options that do not force them into a Big Tech ecosystem. The piece suggests that future venture winners will come from better market insight, not just bigger checks.

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