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AI Summary
- Deedy Das discusses his journey from Glean (enterprise search scaled to $7B AI-native company) to Menlo Ventures and early investment in Anthropic before revenue
- Covers strategic AI infrastructure decisions including Claude Code, Goodfire, Prime Intellect, and OpenRouter through the $100M Ontology Fund thesis on research companies
- Explains how market share in enterprise AI is shifting dramatically and what's next for AI infrastructure and devtools in the fastest-growing software company landscape