Menlo Ventures Partner: The AI Wave Is Driven By More Than Just Models
mmurph · x · 2026-07-24
Menlo Ventures partner mmurph joined TechCrunch's Equity podcast to break down what's really driving the AI wave, arguing that it's not just the underlying models.
He highlighted several portfolio companies proving this thesis: OpenRouter is navigating a multi-model world; Lovable is putting app-building capabilities into the hands of non-developers; and WeAreLegora has reached $150M ARR by selling into one of the toughest enterprise markets.
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