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

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

Latent Space: The AI Engineer Podcast

Nov 14
Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast

Nov 14
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 ...

Highlights

In this episode, Deedy Das of Menlo Ventures returns to discuss the transformative power of AI in enterprise software and venture capital. From his firsthand experience with Glean’s evolution to early bets on Anthropic, Das sheds light on how foundational AI infrastructure is reshaping industries, investment strategies, and the future of engineering. The conversation dives into the nuances of market dynamics, model performance, and the quiet revolution underway in AI research and deployment.
05:28
SaaS tools limiting API access doesn't make business sense as Glean doesn't cut into their revenue.
10:42
Search tools lack virality and rely on strategic integration for adoption.
18:16
Claude Code is a critical innovation in AI, demonstrating early value of agents to end-consumers.
25:45
Claude can charge a premium due to its better model, especially attracting coding users
28:12
Improving model intelligence may not significantly increase user base for ChatGPT.
33:33
The model layer is harder to build and may capture more value than the app layer.
41:25
The Ontology Fund has achieved a high graduation rate to the next funding round for its portfolio companies.
47:30
Mechanistic interpretability is necessary as AI makes critical decisions
1:02:18
Voice dictation product achieves over 80% zero edit rate
1:07:15
The best technology doesn't always win in markets due to timing, demand, and investment trends.
1:13:55
OpenAI plans to scale from 2 to 30 gigawatts of compute this decade.
1:18:49
AI-assisted coding can turn engineers' brains off like a drug

Chapters

How did a 'boring' search tool become a $7B AI powerhouse?
00:00
Why do enterprises struggle to adopt AI search effectively?
10:42
What fueled Anthropic’s record-breaking rise in revenue?
15:36
Is market share the real measure of AI success in enterprises?
23:04
Claude vs. ChatGPT: Are benchmarks driving real-world value?
28:12
Where should investors place their bets in the AI stack?
33:33
How is the Ontology Fund shaping the next generation of AI startups?
41:25
Can we trust AI if we don’t understand how it thinks?
46:52
What makes OpenRouter a hidden gem in AI infrastructure?
52:15
Do diffusion models have a future beyond technical promise?
1:04:35
How does massive investment create unstoppable AI momentum?
1:11:47
Are AI coding tools helping—or endangering—engineers?
1:18:49

Transcript

Alessio: Hey everyone, welcome to the Latent Space podcast. This is Alessio, founder of Kernel Labs, and I'm joined by swyx, editor of Latent Space. swyx: Hello, hello. And today, we're finally joined by the epic return of Deedy Das. Welcome back. Deedy ...