Menlo Venturesβ Matt Murphy explains why Anthropic is winning (and itβs not the model)
22 July 2026 at 14:02
AnthropicΒ leaped toΒ aΒ $47 billionΒ revenue run rateΒ by May,Β compared toΒ $9 billionΒ in 2025.Β ItβsΒ the kind of growth thatΒ Menlo VenturesβΒ Matt MurphyΒ saysΒ heβsΒ never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom. Menlo led Anthropicβs $500M Series D, and Murphy has had a front-row seat as the company went from a pre-revenue, [β¦]