Venky Ganesan
Venture capitalist and partner at Menlo Ventures, known for investments in AI and cybersecurity startups and commentary on chip and deals activity.
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Mar 10, 2026 • 48min
Nvidia–Thinking Machines Deal, Tencent Enters China AI Agent Race, Vibe Coding Paradigm Shift
Aditya Agarwal, former Dropbox CTO turned investor, reflects on the vibe-coding paradigm shift. Jing Yang, Asia bureau reporter, breaks down Tencent’s push to link WeChat agents to mini programs. Aaron Holmes, Microsoft reporter, covers Office plus Copilot bundling and regulatory risk. Venky Ganesan, Menlo Ventures partner, discusses Nvidia’s Thinking Machines tie-up and broader chip-and-AI deal dynamics.
