Matt Murphy

13 statements across 1 episodes · 7 bullish · 2 bearish · 1 people on the record · first statement Jul 27, 2026 by Matt Murphy · said 5 times in 5 episodes since 2019 · across every show →

On the record as a speaker too: Matt Murphy's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (3), Mitchell Green (1)

every mention, scene by scene, with the transcript →

Everything said about Matt Murphy, oldest first

Jul 27, 2026 positive
Insight
Small initial check increases next-round lead likelihood by 10x
“And I would say if you get even a wedge into a company, you're 10 X more likely to be able to participate significantly in the next round or lead.”
Matt Murphy Jul 27, 2026 ▶ 50:39 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 negative
Insight
Outlier venture investments do not require internal partnership dissent
“I don't really ascribe to this point of view where you need like a bunch of no's and there's one person who's a yes, and that leads to an outlier. I know there are examples of that, but that's not really been my experience in the firms I've been part of or wit…”
Matt Murphy Jul 27, 2026 ▶ 54:25 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 negative
Insight
Multi-team VC platform expansion destroys partner alignment
“When you go full, full stack and you have like five different teams, you start doing sector, like everybody's kind of out for a pass and Sometimes I've seen this in other places where you feel like, well, I could do whatever I could do great things, but I can'…”
Matt Murphy Jul 27, 2026 ▶ 40:34 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 positive
Insight
VC funds should never sell early stakes in outlier winners
“Like I think if you're a believer, I think more than ever, we're in an environment where your outliers, your winners will compound and drive fund returns. So those are certainly not the ones you want to sell from.”
Matt Murphy Jul 27, 2026 ▶ 14:02 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 positive
Assertion Supported
AI startups are reaching $100M revenue in one year
“When we look around and see these companies doing zero to a hundred in a year, never seen anything like it. And there's more examples of that than I can probably count right now.”
Matt Murphy Jul 27, 2026 ▶ 52:15 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 bullish
Prediction Not checkable as stated
Open-source models will not displace top foundation models like Anthropic
“I think the foundation models, let's say specifically Anthropic, have such special models. This can be hard for somebody to just kind of say, I've used open source with my data. It's going to be functional and positive for some amount of what you're doing, but…”
Matt Murphy Jul 27, 2026 ▶ 0:00 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026
Insight
Small stakes in massive outliers beat high ownership in mid-sized exits
“You have to be in the big outliers to drive great returns, and you're better off being in them at a very small percent than owning a large percent of a company that exits for three to 500. Those just aren't going to move the needle.”
Matt Murphy Jul 27, 2026 ▶ 8:09 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026
Insight
VCs rarely lose deals on valuation alone for top companies
“It's rarely just, like, straight up, you know, valuation, stuff like that. Yes, valuation can be painful. But for the right companies, you know, you do what it takes to be in.”
Matt Murphy Jul 27, 2026 ▶ 49:07 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026
Disclosure
Menlo Ventures wrote a sub-$50M check for legal AI startup Legora
“The round that just happened, you know, about six months ago. It was like it was kind of sub-fifty, but in that range.”
Matt Murphy Jul 27, 2026 ▶ 31:06 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 positive
Disclosure
Legal AI startup Legora plans to expand into tax and accounting
“I mean, look, Max, I guess maybe he hasn't been as public about it, but absolutely that's part of the strategy. You know, when we got to know each other and we were thinking about the round and justifying not only the current round and hopefully, you know, par…”
Matt Murphy Jul 27, 2026 ▶ 33:54 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026
Insight
Lacking a prior relationship is the main reason VCs lose deals
“The thing that's most often is that you were late to the party, right? Like, you know, you were not intentional enough that this was a company that you wanted to be tracking and building a relationship, so you're coming in, you know, a couple weeks or a month …”
Matt Murphy Jul 27, 2026 ▶ 47:49 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 positive
Opinion
ElevenLabs' Mati Staniszewski is an outlier founder like Jeff Bezos
“The one company that I've really admired and, you know as the kind of like outlier entrepreneurs, we, in my history going back, like you look at the companies that became great, you know, when I was early days of client, there was like, you know Jeff Bezos and…”
Matt Murphy Jul 27, 2026 ▶ 52:29 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
Jul 27, 2026 bullish
Assertion Not checkable as stated
OpenRouter is wildly profitable and operating at unexpected scale
“Like this company wildly profitable and, you know at a scale that would probably shocked most people”
Matt Murphy Jul 27, 2026 ▶ 30:10 Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
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