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Menlo Ventures’ Matt Murphy on why Anthropic is winning (and it’s not the model) | Equity Podcast

Anthropic leaped to a $47 billion revenue run rate by May, compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures’ Matt Murphy says he’s never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom. Menlo led Anthropic’s $500M Series…

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Anthropic leaped to a $47 billion revenue run rate by May, compared to $9 billion in 2025. It’s the kind of growth that Menlo Ventures’ Matt Murphy says he’s never seen in 25 years of investing, not in the internet wave, not in mobile, not in the first cloud boom. Menlo led Anthropic’s $500M Series D, and Murphy has had a front-row seat as the company went from a pre-revenue, pre-launch bet to one of the most valuable startups out there.

On this episode of TechCrunch’s Equity podcast, Julie Bort talks with Murphy about backing Anthropic before anyone else would, why a great model was never the point, and what’s driving the fastest-growing startups he’s ever seen.

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Chapters:

00:00 Intro

0:30 Matt’s relationship with Anthropic post-Series D

3:26 The early Anthropic story: meeting Dario and the team

6:58 Anthropic’s runaway growth: $9B to $47B run rate

7:47 The three-part investment thesis: team, partners, capital

9:07 The real breakthrough: Claude Code, MCP, and Skills as “the harness”

11:41 Proprietary vs. open source

15:52 Addressing the Mythos “marketing stunt” criticism

18:25 The regulation debate and calls for an industry governance board

21:19 Portfolio spotlight: Lovable’s rise from open source to enterprise

25:05 Why AI startups are growing faster than SaaS ever did

30:20 Outro

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1 Comment

1 Comment

  1. @bennnbrown

    July 25, 2026 at 4:05 pm

    Respectfully, it felt like less than five minutes was spent on developing any questions for this interview

    Reply

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CNET

A Foldable iPhone? Siri AI in a HomePod? What to Expect at the iPhone Event | All Things Mobile

Apple’s September iPhone Event will be led by a new CEO, loaded with hardware, and full of surprises. We could finally get a foldable iPhone, new smart speakers, powerful smartwatches and more. Here’s what to expect and what we really want to see once Apple pulls back the curtain on September 9th. Read more about…

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August 31, 2026

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Apple’s September iPhone Event will be led by a new CEO, loaded with hardware, and full of surprises. We could finally get a foldable iPhone, new smart speakers, powerful smartwatches and more. Here’s what to expect and what we really want to see once Apple pulls back the curtain on September 9th.

Read more about Apple’s rumored new foldable phone on CNET.com
A Folding iPhone at Last? What to Expect From Apple’s Surprise and Shine Fall Event

0:00 Introduction & Apple Event Rumors
0:34 What to Expect: iPhone 18 Pro & Pro Max
1:22 What to Expect: Apple Watch Series 12 & Ultra 4
2:01 What to Expect: CEO Transition to John Ternus
2:41 Wishlist: Foldable iPhone Ultra
4:00 Wishlist: Smart Home & HomePod Displays
4:57 Wishlist: Siri AI Fitness Coach
6:09 Outro & World Record Result

Video Credits:
Host: Andrew Gebhart
Scripted by: Andrew Gebhart
Producer: Iyaz Akhtar, Bridget Carey
Camera: JD Christison
Video Editor: Chris Monroe
Thumbnail Designer: Tharon Green

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#iphone #apple #applewatch #technews #foldable

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CNET

The Day Tim Cook Replaced Steve Jobs: The iPhone 4S Launch | CNET Archives

Watch the moment Tim Cook takes the stage for his first product launch as Apple CEO in 2011. Stepping into Steve Jobs’ shoes, Cook welcomes the crowd to Apple’s Town Hall auditorium, reflects on his 14-year journey and teases the future of tech. Read more about it on CNET.com Tim Cook’s Legacy: Turning Apple’s Tech…

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Watch the moment Tim Cook takes the stage for his first product launch as Apple CEO in 2011. Stepping into Steve Jobs’ shoes, Cook welcomes the crowd to Apple’s Town Hall auditorium, reflects on his 14-year journey and teases the future of tech.

Read more about it on CNET.com
Tim Cook’s Legacy: Turning Apple’s Tech Chic Gadgets Into Status Symbols

Timecode Chapters:
0:20 Welcome & CEO Introduction
0:58 The History of Apple’s Town Hall
1:43 Unveiling Apple’s Integrated Vision
2:12 Introducing the iPhone 4S
2:54 Summary of Announcements (iOS 5, iCloud, & Siri)
3:36 Closing Remarks & Thanks

Video Credits:
Producer/Editor: Vatsal Upadhyay
Thumbnail Designer: Tharon Green

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NASA Launches The Roman Space Telescope: Earth’s New Orbiting Observatory

NASA and SpaceX successfully launched the Nancy Grace Roman Space Telescope from the historic Launch Complex 39A at NASA’s Kennedy Space Center in Florida. The Orbiting Observatory was named after NASA’s first chief astronomer, Nancy Grace Roman and can produce images from deep space 100 times larger than NASA’s Hubble Space Telescope. Read more about…

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August 30, 2026

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NASA and SpaceX successfully launched the Nancy Grace Roman Space Telescope from the historic Launch Complex 39A at NASA’s Kennedy Space Center in Florida. The Orbiting Observatory was named after NASA’s first chief astronomer, Nancy Grace Roman and can produce images from deep space 100 times larger than NASA’s Hubble Space Telescope.

Read more about NASA’s Roman Space Telescope on CNET.com:
NASA’s Nancy Grace Roman Telescope Is About to Start Its Cosmic Survey

0:00 Liftoff & Ascent
1:03 Max Q
1:54 Side Booster Cutoff & Separation
2:07 Boostback Burn
2:40 Main Core Separation & Second Stage Ignition
2:57 Fairing Separation
3:34 Side Booster Entry Burn
4:09 Side Booster Landing Burn & Touchdown
4:47 Second Stage Cutoff (SECO-1)
5:14 Nancy Grace Roman Space Telescope Deployment
5:43 Post-Deployment Wrap-Up

Video Credits:
Producer: Stephen Beacham

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#nasa #spacex #space #spaceexploration #romanspacetelescope #astronomy #spacenews #hubble #observation

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