Artificial Intelligence
Menlo is ALL IN on AI. Artificial intelligence is breaking into every software vertical, and the winners are creating massive economic and societal value.
What we do
Backing the Most Promising AI Companies
ALL IN on AI
We’re not just observing the AI era unfold. We’re shaping what comes next.
Our AI Companies
The founders we back don’t limit themselves to what is, but relentlessly pursue what could be. We invest in transformative, early-stage AI companies that are changing the way we live and work.
Anthropic is an AI safety and research company that builds reliable, interpretable, and steerable AI systems.
Milestones
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2021 – Founded
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2023 – Partnered, Series C
Leadership
Dario Amodei
Co-Founder & CEO
Daniela Amodei
Co-Founder & President
Partners
Axiom is building a self-improving, superintelligent reasoner, starting with an AI mathematician.
Milestones
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2025 – Founded
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2025 – Partnered, Seed
Leadership
Carina Hong
Founder & CEO
Partners
Fireworks is a global AI inference cloud and infrastructure platform that enables teams to build, tune, and scale highly optimized generative AI applications.
Milestones
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2022 – Founded
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2026 – Partnered, Series D
Leadership
Lin Qiao
Co-Founder & CEO
Dmytro Dzhulgakov
Co-Founder & CTO
George Hu
President
Partners
Gimlet provides serverless inference for AI agents, handling scheduling, orchestration, and optimization, so you can focus on adding new capabilities to your agents.
Milestones
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2023 – Founded
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2026 – Partnered, Series A
Leadership
Zain Asgar
Co-Founder & CEO
Michelle Nguyen
Co-Founder
Omid Azizi
Co-Founder
Natalie Serrino
Co-Founder
Partners
Goodfire is an AI interpretability research lab focused on understanding and intentionally designing advanced AI systems.
Milestones
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2024 – Founded
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2024 – Partnered, Seed
Lovable is an AI-powered development platform that transforms natural language into production-ready web applications, pioneering a new category that democratizes software creation and reshapes how millions build for the web.
Milestones
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2023 – Founded
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2025 – Partnered, Series B
Leadership
Anton Osika
Co-Founder & CEO
Fabian Hedin
Co-Founder & CTO
Partners
Modal is a serverless compute platform that makes it easy for developers to run compute-intensive workloads like ML inference, fine-tuning, and batch jobs.
Milestones
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2021 – Founded
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2026 – Partnered, Series C
Leadership
Erik Bernhardsson
Co-Founder & CEO
Akshat Bubna
Co-Founder & CTO
Partners
OpenRouter is a unified API gateway that provides access to hundreds of AI models from leading providers like Anthropic, Google, Meta, Mistral, and more.
Milestones
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2023 – Founded
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2025 – Partnered, Seed
Leadership
Alex Atallah
Co-Founder & CEO
Partners
Menlo Invests at Every Layer of the Modern AI Stack
01
Applications
AI-powered end-user apps
02
Middleware
Developer tools to build and deploy
AI applications
03
Data + Infrastructure
Tools for productionizing LLMs: databases, compute, observability
04
Foundation Models
Core models that serve as the backbone to AI applications, pre-trained on large data sets
Related Focus Areas
Innovations at the intersection of technology and biology will drive major improvements in the quality of our health and the cost of healthcare.
AI is reshaping the consumer landscape by infusing intelligence into everyday products and services—transforming how people discover, decide, and engage.
The rise of AI has created a new era of cybersecurity—introducing new challenges as well as entirely new categories.
From foundation models to observability, a new generation of companies is writing the playbook for the underlying infrastructure that powers AI applications.
We invest in the robots and next-gen hardware transforming how businesses operate and people live, bringing digital innovation into the physical world.
The cloud didn’t just change how we deliver software; it unleashed a new era of enterprise innovation, with reimagined software solutions for every industry.
