Amy Wu Martin
@amytongwu
Consumer Partner @MenloVentures. Previously @Lightspeedvp, @Insightpartners, @wbd, @welcomeSW
Where should consumer AI founders build next? From the @MenloVentures consumer survey of 5k+ Americans, these were the activities with high participation but lowest AI penetration today mnlo.vc/ConsumerAI_25
1 in 5 Americans use AI daily. We launched the most comprehensive survey on US consumer AI usage to-date @MenloVentures. Some insights: - $12B+ in consumer AI spend, 81% toward general AI assistants today. - Only 3% pay for AI tools. We think that’ll continue to grow - 85% of…
🤯 by NYC primaries today. Guess people are truly unhappy about their rent
400k Steam wishlists in 1 month, 55M TikTok views 🔥 Check out the @deadasdiscogame demo on Steam @WilliamPCook store.steampowered.com/app/3404260/De…
Drops bombs. Then asks for peace. Not sure that’s how it works
Nothing says “written by ChatGPT” more than the em dash —
Many neobanks try and fail to scale sustainably. How @Chime won in the US digital banking market over 13 years, from @shawnvc: menlovc.com/perspective/fr…
Huge congrats to @chrisrbritt @ryanking and the @Chime team on your IPO today. You’ve built not just a generational tech company, but also one’s that’s done good in the world 🔥🔥 And congrats to my @MenloVentures partner @shawnvc who led our early investment and continues to…
Games make up just 11% of iOS apps, but 70% of total App Store revenues. Wonder how much longer Apple can command their 30/70 fee split when the top games are all exploring off-platform payments
AI founders worry their products will compete directly with foundational model launches. @AnthropicAI VP Product @mikezvi: “we don't have specific domain expertise in most domains. We also don't have access to specific data in most domains. So... startups should listen to their…
GTA 6 just got delayed again to mid-2026 but there’s no doubt this will be the biggest game launch in history. Their latest trailer got 30M views in the first 7 hrs. People want this game
Clair Obscur: Expedition 33 made $50M the first 3 days of the most explosive game launch of the year. Made by new indie studio Sandfall Interactive who bootstrapped the game with grants and no VC funding before getting picked by publisher Kepler
Words of wisdom from Jensen Huang 🐐 at our annual CEO/LP Summit: - On learning humility: Jensen’s first ever job was at Denny’s as a dishwasher where he first learned what it means to be of-service - On attracting the best devs: you have to give them good work - On when to…
