Venture Capital - Signalful

The Answer in AI Is Probably

a16z's growth fund backed Databricks at $6 billion and stayed through Series M. David George's view is that almost everything in AI will work.

Oct 5, 2026 · 5 min read

Venky Ganesan watched $5,000 grow to $200,000 and refused to sell. The lesson from that loss shapes how Menlo backs startups, including Anthropic.

Oct 5, 2026 · 5 min read

Kevin Ryan's rule is to only bet on trends that will last 10 years. It produced DoubleClick, MongoDB and a nuclear startup now worth $6 billion.

Oct 2, 2026 · 5 min read