At the start of this year, @joshim5 told me 2026 would be the "year of deployment" for @chaidiscovery That wasn't just an aspiration — Chai has now signed its 6th pharma deal in the past 9 months: Lilly Pfizer Novartis argenx BMS and now with GSK: endpoints.news/chai-discover…

Thrilled to announce our $400M Series C led by @IndexVentures, with @kleinerperkins, @sequoia, @_DimensionCap and others. Great to speak to @m_delamerced @nytimes about how drug discovery using AI is moving from a promise to actual deployment.

Congrats to @joshim5 @jackdent and @chaidiscovery on Series C and for continuing to push the frontier of AI in drug discovery toward deployment at scale! Excited to continue to collaborate @MenloVentures

Congrats to @chaidiscovery and @Novartis teams for the new collaboration and to see deployment of Chai-3 at scale!

Neural networks might speak English, but they think in shapes. Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision. Starting today, we’re releasing a series of posts on this research agenda. 🧵

Congrats to @Forbes' AI 50, including @MenloVentures portfolio companies @chaidiscovery, @AnthropicAI, and more! Go @joshim5 and @jackdent!

𝐀𝐈 𝐍𝐞𝐰𝐬: Checking in with @MenloVentures' Partner @grgyap to get his take on the latest trends in AI in healthcare. Full video: biotechtv.com/post/menlo-ven…

Best Super Bowl ad. Already locked in.

The rise of Anthropic in our data this year was one of the most notable headlines, increasing from 12% market share the first year we ran the survey to 40% this year, and an even more eye-opening 54% in code The momentum is more than a vibe shift (though plenty of that too, especially on the TL as of late), but evidence of sustained value accrual to the frontier in LLM markets -- with Anthropic at the lead

We’re thrilled to announce our collaboration with @EliLillyandCo. We’ll be deploying Chai’s AI models to power biologics discovery across a broad set of drug programs at Lilly. This is a major step forward in pharma’s adoption of AI-native R&D.

Congrats to @joshim5 @jackdent @chaidiscovery on their first major deal announcement with Eli Lilly! Always amazing to see their pace to adoption. 2026 looks like the tipping point in pharma adoption of AI tools up and down the stack! endpoints.news/eli-lilly-cha…

Menlo Ventures is announcing a $16 million seed investment in @AuroraTher! More than 350 million people worldwide live with over 7,000 rare diseases. Aurora is building the first platform for treating rare genetic mutations that have historically been impossible to address at scale. We’re proud to have incubated Aurora and we’re excited about the team being built. Congratulations to Professors Jennifer Doudna and @UrnovFyodor, and Edward Kaye. Read more from @grgyap and Johnny Hu here: mnlo.vc/building-aurora

Great article on launch of @AuroraTher and our vision on how CRISPR can realize its promise of personalized treatments for every patient with rare genetic disease. @UrnovFyodor @MenloVentures endpoints.news/gene-editing-…

Congrats to @chaidiscovery @joshim5 @jackdent on Series B! Amazing progress pushing frontier of foundation models for antibody development and excited about early pharma feedback and translation into programs. @MenloVentures bloomberg.com/news/articles/…

Just released: new @MenloVentures report on enterprise AI adoption! Builds on our recent healthcare report - healthcare is #1 industry in AI adoption! Anthropic #1 enterprise model and increasing lead over OpenAI driven by coding! Read the report: mnlo.vc/enterprise-ai-25

Today, we’re releasing new data showing that Chai-2 can design antibodies against challenging targets with atomic precision. >86% of our designs possess industry-standard drug-quality properties without any optimization. Thread👇

Congrats to @enfeinberg and @genesistxai on release of Pearl!

Today from @MenloVentures: healthcare leads other industries in AI adoption! Providers lead. Startups have won 85% of AI spend, but incumbents fighting back. Data and insight from 700+ healthcare execs: mnlo.vc/HealthcareAI_25 @derekgxiao @jpsanday @CroomBeatty

Congrats to @deedydas on your well deserved promotion! You've been a fantastic partner to all of us @MenloVentures on all things AI! More great things ahead!

.@grgyap, Partner at @MenloVentures, shares how generative AI is profoundly changing drug discovery: "It offers you the potential to create new molecules that have never been thought of by humans before." "Now you have an opportunity to... make a drug by seeing inside the lock, understanding the structure of that lock, and trying to make a key that actually fits that space." Watch the full episode on bit.ly/3JmJlpC. Hosted by @akashpasricha every weekday at 10 am PT / 1 pm ET.