Matan Grinberg
28 statements across 1 episodes · 12 bullish · 5 bearish · 1 people on the record · first statement Jun 13, 2026 by Matan Grinberg · said 7 times in 3 episodes since 2026 · across every show →
On the record as a speaker too: Matan Grinberg's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (5), Chris Degnan (2)
tap a year for its mentions
2026 7 mentions in 3 episodes 2 per episode
- Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- Mercor Head of Product on Revenue Concentration from Frontier Labs
- Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
Everything said about Matan Grinberg, oldest first
Jun 13, 2026 negative
Grinberg: Enterprise wasted hundreds of thousands monthly on trivial Opus queries
“One of the CIOs I was speaking with realized we've been spending hundreds of thousands of dollars per month on people asking Opus 4.8 questions like, Hey, how's it going? Like, what should, what are my macros from the food I ate today? Like, what's the weather…”
Jun 13, 2026 negative
Grinberg: Enterprises Entering 'AI Hangover' Over High Costs and Unclear ROI
“Phase three is the hangover, where you go and look at the bill, and it's like, oh my god, we are spending so much. I have no idea what the ROI is. Does this, like, is this helping our business? That's where a lot of these companies are at now”
Jun 13, 2026 negative
Jun 13, 2026
Matan Grinberg proposes managing founder performance like athletic seasons
“Looking to athletes, what they do is they have in season and out of season. Maybe it's like, when you're in season, you're fucking locked in, you're not drinking, you're like optimizing all this stuff with your eight sleep, and then, you know, take a week off,…”
Jun 13, 2026
Jun 13, 2026 positive
Grinberg: Kirkland's $500M AI push will ultimately benefit legal AI vendors
“Now, I actually think this is good for Harvey because it's nothing like trying to do something yourself to make you realize, oh, shit, this is actually really difficult. This doesn't actually matter for us to have the in-house ability to build this ourselves. …”
Jun 13, 2026
Grinberg: AI models must be decoupled from applications for optimal incentives
“So I think what is necessary for the best outcome for the consumers Is going to be models that are separate from the applications. You, as a consumer, do not want to use applications that are provided for you by the same people that are giving you the model, b…”
Jun 13, 2026
Matan Grinberg discloses leading Factory is his first-ever job
“So this is the first job I've ever had, which I think is always a funny thing to say. Cause prior to this, I was a theoretical physicist, literally never Never, like, coffee shop, any of that. Literally never have had a job. Like, never have been paid to do an…”
Jun 13, 2026 negative
Grinberg: Coding speed and syntax memorization no longer matter for engineers
“And the parts of engineering that become less important are funny enough, the things that the Silicon Valley has really bragged about a lot, which is like, Competition winning or like Olympiad type. Are you like as fast as possible at coding? Are you, do you m…”
Jun 13, 2026 negative
Grinberg: Institutional Math Olympiad track records can be an anti-signal in hiring
“Especially there's some high schools that, like, really focus on, like, you must do the math olympic, like, you must do this, the Amy, to then go to the IMO, and, like, this is the path to success, where actually that's kind of anti-signal, because there it's,…”
Jun 13, 2026 positive
Matan Grinberg: AI Labor Displacement Is Short-Term; Long-Term Reallocation Is Net Positive
“Short term, yes. Long term, no. Short term, yes, because it's just a shock to the system where, you know, there are all these big layoffs that are happening that are pretty aggressive, and, you know, these are 1010 of thousands of people that had a job that no…”
Jun 13, 2026 neutral
Jun 13, 2026 positive
Jun 13, 2026 bullish
Jun 13, 2026 bullish
Grinberg: AI infrastructure is not in a long-term bubble
“Maybe there's like some short term blips, but like long term, absolutely not. Like not even close. I think there might be similar corrections to like this thing at Uber, Where, oh, we were going a little haywire. We weren't allocating it appropriately. And the…”
Jun 13, 2026
Matan Grinberg Dropped Out of PhD to Pitch Sequoia Partnership
“There was so much momentum, I'm, you know, I, he answered my email, we got along well, I met the co-founder the next day, and I was like, you know what, fuck it. Dropped out, sent him a screenshot, and he was like, alright, you have a meeting with the Sequoia …”
Jun 13, 2026 bullish
Jun 13, 2026 bullish
Jun 13, 2026
Jun 13, 2026
Grinberg: High-value AI tasks mirror executive decision-making, consuming few tokens
“Oftentimes, leadership makes very key decisions that determine the fate of the company, and they don't spend the most hours. Like, if you look at the human hours of a company, most human hours are not spent on making the decisions. They're on gathering data or…”
Jun 13, 2026
Jun 13, 2026 positive
Jun 13, 2026 positive
Jun 13, 2026
Grinberg: Token, dollar, and headcount allocation will dominate C-suites within 24 months
“This resource allocation problem of token, it's not just tokens, it's like dollars, it's tokens, it's people. This is, I think, going to be the thing that over the next 24 months, every C-suite is going to be thinking about.”
Jun 13, 2026
Jun 13, 2026 bullish
Grinberg: Anthropic is a safer IPO investment than OpenAI due to volatility
“In my mind, the answer here is, I think they're approximately equivalent. Like, to me, it doesn't really matter. The biggest reason that affects like the EV is like volatility of the company. That's the only, like, cause I think from the business perspective, …”
Jun 13, 2026 positive
Grinberg: Developer experience investments yield 10x to 100x impact with AI agents
“These are all things that the best organizations at like developer experience would invest a lot of resources in, but they would do it because it makes it easier for engineers to work, easier for them to onboard. But the impact of doing that well is just like …”