Menlo Ventures on Developer Technology, M&A, AI
from Tech Disruptors Hosted by Bloomberg
The tools that enable companies to build, operate and manage enterprise applications and infrastructure are evolving, and AI’s advancements could reset the technology, business and M&A landscape. In this episode of the Tech Disruptors podcast, Tim Tully, a partner at Menlo Ventures, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the broad technology shift, with a particular focus on databases, observability, large language models and front-end development tools. They also talk about the shift in developer roles, productivity gains from AI, tech-industry policies and M&A prospects in the space. Menlo is a venture capital firm that invests in early-stage companies in areas including consumer, enterprise and health-care technologies.
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