Matt Murphy

Mentioned in 1 episode

"Cursor was about as in the crosshairs of Anthropic as possible and they still had a pretty darn good outcome."

Mentioned in 1 episode

"This company is going to go from zero to 300 in a year. Anton is very visionary — he's kind of the voice of the category. He's got some very unique and distinctive plans about why 99% of people who were never coders or programmers can become creators. You had this massive vision, an iconic entrepreneur, and crazy numbers. If this thing keeps compounding, this will be one of the most valuable companies of all time."

Mentioned in 1 episode

"Even within the Anthropic family, you've got Sonnet, you've got Opus, you've got Haiku. Even Anthropic itself is innovating around — it's not one-size-fits-all."

Mentioned in 1 episode

"Axiom focused on math and things like that."

Mentioned in 1 episode

"Series A — Benchmark. I've worked with Chetan and Eric a ton and great respect."

Mentioned in 1 episode

"We're in a company called Gimlet, which is kind of like this technology layer to abstract the underlying chips and technology stacks like CUDA. There's so much more there and I think we started off investing in that area two or three years ago — nothing really came out of it — now these companies are really taking off."

Mentioned in 1 episode

"We were at the one-inch line winning Plaid back in the day and I have the utmost respect for Zach and the company and what they've done. But the point in time I felt like when I lost that, that was like existential to my career."