institutional seed rounds

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 27, 2026 by Matt Murphy · across every show →

Everything said about institutional seed rounds, oldest first

Jul 27, 2026 negative
Opinion
Negative signaling from institutional seed investments is obsolete
“Everyone used to make this argument in the seed world, like, oh, there's negative signaling if you let an institution in, in there, and I think that's kind of out the window, As well, because for the right companies, like everybody's getting preempted and the …”
Matt Murphy Jul 27, 2026 ▶ 38:54 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
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