Tim Tully

119 posts

Tim Tully

Tim Tully

@timt

Partner at Menlo Ventures

Menlo Park, Ca Katılım Aralık 2006
816 Takip Edilen1.6K Takipçiler
Tim Tully
Tim Tully@timt·
Excited to share that we’re leading Inception’s $50M seed round. Inception is taking a fundamentally different approach to AI — applying diffusion models (the technology behind image generation systems like Stable Diffusion) to code and text generation. While most AI companies are iterating on autoregressive models that generate text token by token, Inception founders Stefano Ermon (Stanford professor and diffusion model pioneer), Aditya Grover and Volodymyr Kuleshov are building models that refine outputs through iterative refinement. This architectural difference unlocks real advantages: Their Mercury model achieves over 1,000 tokens per second — significantly faster than traditional approaches. In a world where compute costs and latency are critical bottlenecks, this parallel processing capability is a game-changer. As codebases grow more complex and AI infrastructure costs become clearer, diffusion-based approaches offer meaningful advantages in processing large volumes of code and managing data constraints. Thrilled to back Stefano and the Inception team alongside Mayfield, Innovation Endeavors, M12, Snowflake Ventures, Databricks Ventures, NVentures, and angels @AndrewYNg and @karpathy
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Tim Tully
Tim Tully@timt·
Great pod featuring my better half @jesskah and Menlo portco @withdelphi featuring founder @daraladje. Wild to think that our kids’ kids’ kids’ could still talk to a piece of Jess via Delphi.
Jess Lee@jesskah

Just uploaded my brain to Delphi’s Library of Minds. 🧠 I recorded a pod with @withdelphi founder @daraladje. That conversation—along with all my past interviews, articles, blog posts, and talks—is now live inside my Delphi digital mind. You can now chat with all my past content and ask me questions: delphi.ai/jesslee Delphi captures not just your knowledge and stories, but the way you think. In the podcast, I shared several powerful mental frameworks I've collected over the years: 1) The EQ/IQ/PQ/JQ framework, h/t to my partner @shaunmmaguire 😀 Emotional Quotient: One-on-one people skills 👫 Political Quotient: System-level people skills 🤓 Intellectual Quotient: Raw intellectual smarts 🎯Judgment Quotient: Good judgment Some brilliant people (high IQ) make terrible decisions (low JQ). PQ is a force multiplier because leading teams requires navigating group dynamics. Very few people excel at all four dimensions. 2) Moving 3 points on a 10 point scale, via Cheryl Dalrymple, CFO of AdMob, Confluent, and my startup Polyvore: 💪 Hard work typically moves you just 3 points on a 10-point scale. 🎯 It’s far better to push from 7→10 in your strengths than struggle from 2→5 in your weaknesses. ⚡ Since your energy is finite, invest it where you naturally excel. 🤝 Hire exceptional people who thrive where you don’t. 🚫 A common startup mistake: seeking perfectly well-rounded people who score 7+ across every dimension—they’re rare and expensive. 🦔 Instead, hire “spiky” talent—people who are 10s in one dimension, even if they’re 1s elsewhere. 🧩 Build teams where collective strengths cover all critical areas. 3) Startups are turn based games and why velocity matters, h/t @mvernal: 🎮 Startups are like turn-based games. 🂡 You’ll flip a lot of cards and make a lot of moves. 🔁 Most moves won’t be perfect—but what matters is how quickly you turn the next card and learn the next lesson. 🏆 Winning requires a mix of playing the right card and playing quickly. ⚡ It’s easier to be faster than it is to be right-er. So play fast. 🚀 Speed compounds. If you want to go deeper into lessons from my time at Google, the truth of my founder journey at Polyvore, or my hot takes on the future of consumer AI, watch below or have a conversation with my Delphi. 00:00 Intro 1:00 Who is Jess Lee 02:50 The EQ / IQ / PQ / JQ framework 03:44 What early Google taught her 05:35 How ambition is a double-edged sword 07:34 Customer discovery vs visionary intuition 09:31 Polyvore: from user → CEO 12:37 Imposter syndrome & finding authentic leadership 15:20 Picking the wrong market 18:24 Firing fast & setting high performance bars 20:12 Building cult-like community and emotional loyalty 22:13 Velocity vs delight in product 24:32 What she looks for in founders (turn-based velocity) 25:59 The business model wake-up call 27:27 Storytelling as a founding superpower 28:26 Hot take: consumer isn’t dead, it’s being reborn 31:50 AI-generated media, fanfic, and the next YouTube Check out the full library minds at libraryofminds.com Or create your own Delphi at delphi.ai!

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Deedy
Deedy@deedydas·
I spent the weekend the most fun, hard and viral coding challenges! It's the Listen Labs' Berghain challenge, a stochastic knapsack problem. Vibe coding won't get you too far. Startups, THIS is the best way to attract talent. (ended up ~#250 on the leaderboard)
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Tim Tully retweetledi
Devin Bhushan
Devin Bhushan@DevinBhushan·
1/ Today, I’m excited to announce @SquintAI's $40M Series B, led by @TheWestlyGroup & @TCVTech, with participation from existing investors @sequoia & @MenloVentures. Manufacturing is the foundation of the world around us & Squint has quickly become a household name in the industry.
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Tim Tully
Tim Tully@timt·
Congrats to @nikitabase and the rest of the @neondatabase team on their acquisition by @databricks. Very proud to have been part of the journey, and excited about the future of the product as it evolves!
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Tim Tully
Tim Tully@timt·
@shaoxuhui Based on the URL I shared above, this appears to be purely data collection. The endpoint is /monitor_web/collect
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Xuhui Shao
Xuhui Shao@shaoxuhui·
@timt My guess is that they got hit with so much traffic, they are offloading inference to available providers. Noticed that other popular LLMs in the region also call Volces (such as Kimi LLM).
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Tim Tully
Tim Tully@timt·
Had fun looking into #Deepseek. Fascinating data - both the web and mobile apps collect data and send it to volces.com. Most people in the US won't recognize this domain, but it's Volcano Engine, which is a compute brand owned by #Bytedance, the owners of #TikTok .
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Tim Tully
Tim Tully@timt·
This past saturday, @MenloVentures hosted a huge builder day with @AnthropicAI , where we had over 100 teams build really fantastic projects! Here are a few photos from the event!
Tim Tully tweet mediaTim Tully tweet mediaTim Tully tweet mediaTim Tully tweet media
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Deedy
Deedy@deedydas·
Come join us at the Anthropic x Menlo Builder Day in SF on Sat Nov 2! If you make stuff with Claude 3.5 Sonnet, we'd love to see you there. We'll have surprises. Limited slots available.
Alex Albert@alexalbert__

We're hosting a day for builders at our SF office in partnership with Menlo Ventures on Saturday, Nov 2. Here's the agenda: -Fireside chat with Dario, our CEO -Sessions on the Anthropic API, best practices & research breakthroughs -Mini hackathon with thousands in API credits

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