Matt Bornstein
16 statements across 6 episodes · 5 bullish · 5 bearish · 1 people on the record · first statement May 2, 2025 by Matt Bornstein · across every show →
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Everything said about Matt Bornstein, oldest first
May 2, 2025
Bornstein: Enterprise buyers force AI vendors into GPU cost-plus pricing
“In practice, I think most buyers are actually pretty sophisticated about what's going on under the hood. And to your point, they know it's like pretty simple stuff happening. And so what does it cost you to run all these GPUs? And we'll pay you some premium ov…”
May 2, 2025
Bornstein: AI systems cannot be defined by user inputs because LLMs accept anything
“I just think it's really tough To define a system based on what someone says to it, right? Because these are by design, unstructured inputs, like these systems will accept literally anything. And so sure, if you tell it, you know, what's today's weather, I wou…”
May 2, 2025 negative
May 16, 2025 positive
Bornstein: Coding is the second-largest AI market behind consumer chatbots
“We're pretty sure it's the second biggest AI market right now. Correct me, you guys, if I'm wrong, but, you know, consumer pure chatbot, I think, is number one, and I think coding is number two, just purely, purely looking at the numbers.”
Jul 21, 2025 positive
Bornstein: Simple AI wrapper startups no longer exist
“And like, we're like pretty clear past the sort of rapper phase. Like, I don't think there are any rappers anymore. Like, Building good products with AI is really hard, and the founders doing it now have, like, really good kind of intuition for how to do it.”
Jul 21, 2025 bearish
Jul 21, 2025 bullish
Bornstein: AI developer tools will increase, not shrink, software engineering headcount
“I think the best way to think about this is simply that we're going to have more developers. I think it's very unlikely that like we're going to shrink development teams because we have amazing new tools. Like that's just kind of not how these markets have wor…”
Jul 21, 2025
Bornstein: AI coding agents succeed because code environments provide error-correction loops
“If you take the simplest definition that basically an agent is a, is an LLM running in a loop a very simple way to think about this is errors propagate throughout the loop, right? So if you have a small error, it gets worse and worse. And this is why a lot of …”
Jul 21, 2025 positive
Bornstein: Horseshoe theory applies to software buyers as dev tools mirror consumer
“Horseshoe theory of software buyers happening now, where you have, like, consumers over here, and then you kind of work up to, like, apps, and, like, you would think that, like, infra is way over here, but it's actually kind of bending back around. Like, devel…”
Aug 14, 2025 bullish
Aug 14, 2025
Aug 5, 2026 negative
Bornstein: Volunteer open-source models cannot fund frontier AI development
“Like an AI model is not software at the end of the day. And so open source software used to be supported by people donating their time or big companies kind of authorizing their employees to donate their time. So it was sort of like a bulk in kind You know, do…”
Aug 5, 2026 negative
Bornstein: Chinese AI labs without commercial funding will rely on government backing
“If there's no source of economic, if there's no source of funding for Moonshot to continue to train models, like, we know where the funding will come from instead, and it's not, like, something we, right, you know, it's government and things that, like, are ac…”
Aug 27, 2026 neutral
Bornstein: Cursor founder initially refused to build a dedicated sales team
“Early on, I think I told Michael a few times too. It's like, oh, you better invest in sales. He's like, nope, I'm not going to do that. They literally set up enterprise at cursor.com. It's like, if you're an enterprise, send your inquiries to this.”
Aug 27, 2026 bearish