Matic
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the Neon Show 32 
Lenny's Podcast 7
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the Neon Show 32Lenny's Podcast 7
2026 32 mentions in 1 episode
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9 statements about Matic, every show
Nariyawala: Matic founders decided on day one never to sell the company
“Whatever we do next, we are not gonna sell it. So not for sale. And then we pasted it up there. So that was the idea that this is the last job. This isn't something we're never gonna sell.”
Dalal: First hardware products shouldn't try to create new markets
“And one of our core belief and thesis is that when building consumer hardware, you do not want to, with your first product, create a new market.”
Nariyawala: Robotic vacuum category grew 16% YoY with negative-one NPS
“Yet category was growing 16% year over a year, which means there was a more demand. Category net promoter score is literally negative one even today, so no one really likes their disc robots, no one really recommends them, yet people keep buying theirs, so nee…”
Nariyawala: Collisons, Friedman, Gross Took Matic's Entire $23.5M 2021 Round
“John and Patrick Collison, and then Ned Friedman and Daniel Gross, they were just really interested in investing, so they just came in and took the whole round... 2021 was 23 and a half million dollars.”
Nariyawala: Matic is the only shipping consumer robotics company in the US
“For all practical purposes, we are the only consumer robotics company that is shipping in the United States, and ironically, the largest consumer robotics company in the United States.”
Dalal: Founders have invested 70% of their net worth into Matic
“I would say it's kind of a pretty high, like I would say, yeah, 70, 70% of it is in MATIC.”
Nariyawala: Matic would be gross margin positive excluding import tariffs
“We would be gross margin positive if it wasn't for tariffs.”
Mehul Nariyawala: Lenny Rachitsky Invested in Matic After Trying the Robot
“He came in and became an investor after he bought the robot, or after he got the robot. So, so he came in last round.”
Kalinowski: Hardware giants will refuse to train AI on proprietary CAD data
“This CAD data is some of the most valuable IP that anybody has. And Samsung or Matic to pick on Matic, they're not gonna wanna give their three D CAD to a model vendor to model maker. Somebody make an AI model to teach it how to make great CAD. This is proprie…”