The article discusses Tim Tully, a partner at Menlo Ventures, and his investment strategy in generative AI startups. Tully believes that generative AI will have a profound impact on various industries, including software development, content creation, and design. He sees generative AI as a transformative technology that can automate tasks and augment human capabilities. Tully has invested in several generative AI startups, including Anthropic, which develops AI models for language and reasoning tasks. He is particularly interested in companies that are developing safe and ethical AI systems. Tully emphasizes the importance of responsible AI development and believes that generative AI should be designed with safeguards to prevent misuse and mitigate potential risks. Overall, the article highlights Tully’s bullish stance on generative AI and his belief in its potential to drive innovation across multiple sectors.