20VC: Menlo's Venky Ganesan on Seed Investing, AI Revenue Quality and Trillion-Dollar Exits
FinanceYF5 · x · 2026-10-06
The 20VC podcast released a 66-minute conversation with Menlo Ventures partner Venky Ganesan covering: whether seed investing is viable without a $1B fund, how much AI revenue growth is real, whether ownership and price still matter when exits can reach $1 trillion, if 'Big Tech will buy us' is a dangerous thesis, and when to sell a 40x winner. Menlo's portfolio includes Anthropic, Lovable, Legora and Higgsfield.
Related event: 20VC Talks to Menlo's Venky Ganesan on Seed Investing and Ego(2 posts)→
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