Matt Biilmann
Co-Founder & CEO, Netlify. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
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Mathias "Matt" Biilmann is the co-founder and CEO of the cloud web development platform Netlify, and is known for coining the term Jamstack. He co-authored the book Modern Web Development on the JAMstack and introduced the concept of Agent Experience.
2shows
3appearances
43statements
2resolved
2supported
0contradicted
100%fully supported
Everything Matt Biilmann said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Biilmann: Custom internal apps will surpass off-the-shelf SaaS as costs drop
“We'll see the cost of building internal applications and applications in general go to almost zero, right? Like, so there will be tons of those and Lots more internal applications than off-the-shelf SaaS products, right?”
Biilmann: Next 100M developers will emerge around agentic tools
“I think we'll see the next hundred million software developers emerge around tools that are Gentic, but I still think it will be a profession to use those tools to do stuff, to build stuff for other people.”
Biilmann: AI agents will likely reduce Salesforce to a system of record
“But they definitely feel it very strongly as like the biggest threat to them to be reduced to that system of record and not the actual like workflow platform. And I think that's pretty likely what would happen, right?”
Biilmann: Build vs buy equation will shift toward custom internal apps
“I think it's a balance that will really start tipping, right? Like where today, if you're a company and you have a specific business need, hiring a development team to build, deploy, operate an internal application just for you to solve that business need, the…”
Biilmann: AI custom apps will challenge enterprise SaaS within five years
“And now my timeline is more like five years and 15 years before it's going to be like really relevant.”
Biilmann: AI agents are 15-20 years away from maintaining complex software infrastructure
“And then you could speculate, can the agents maintain it? But I think. I think that, that then we are definitely in a 15, 20 year horizon before, before they could be relied on for anything like that.”
Biilmann: Figma faces existential revenue threat without end-to-end AI building tools
“But if Figma doesn't manage to connect that to the full end to end chain of prototyping and building and so on, then this could be a pretty existential threat. To companies like that over time, or at least like a threat to their current revenue model”
Biilmann: Chat Prompting Will Never Deliver Differentiated E-Commerce Experiences
“If I follow a link and I land on an e-commerce from like a large brand that's trying to really differentiate themselves and be something different, right? Like I definitely just, I wouldn't want just to have some box saying like, you come up with what you want…”
Biilmann: AI Web Builders Will Force Brands to Adopt Novel Interfaces
“When the cost of building an e-commerce that looks like any of the current brands today goes down to like, just Ask Bolt to do it for you. Ask Lovable to do it for you. And you have that. Those brands are going to have to come up with something much more engag…”
Biilmann: Open AI ecosystems will defeat closed verticalized models
“And it'll actually be an advantage for like the agent builders to not be tied to a specific model and be able to like, just jump around between whichever model is best. And I think once that start is happening, we're going to have like that, that's going to me…”
Biilmann: Bullish on Anthropic due to coding and programming superiority
“Anthropic definitely has really stood out in, in their ability to solve programming and coding style tasks in a way that I think is like I'm very bullish on Anthropic for that reason, because I think that's such a groundbreaking part of what makes LLMs multipl…”
Biilmann: Would buy Anthropic over OpenAI and Grok at current valuations
“I would probably go for Anthropic. It's a really interesting thing from the outside where a lot of their motivation started around these like safety concerns and like, how do we allow the models to not take over the world and so on. And I think after sort of a…”
Biilmann: WordPress has reached the end of its innovation cycle
“I mean, I think WordPress is, is in a challenging position where they are kind of like in the end of their innovation cycle. And I don't think they're in a great position to respond to all of this disruption. So I think like it'll be seen more and more as a bi…”
Biilmann: Small teams will build immersive 3D web experiences within years
“I think now we can see, now I can start seeing how you could build that, right? Like, which I couldn't really like, again, two years ago, it would just be too expensive for a normal company to build anything with like real free assets and stuff like that, righ…”
Biilmann: AI agents excel at Relay despite high human developer barriers
“Where the developer experience means that it's just, that's never going to happen, right? Like normal teams are never going to adopt it. But it's one of these interesting examples for me of the shift from developer experience to agent experience. It suddenly, …”
Biilmann: AI-driven ephemeral apps make scale-to-zero serverless databases essential
“Maybe if you had asked me two years ago about serverless databases, right? Like, I would tell you that, like, I don't really think, like, I've looked a lot at it, and I think it's like, kind of like, Scale to zero for a database just doesn't matter that much. …”
Biilmann: 100 million new AI-assisted developers will emerge within five years
“In five years, if this goes as I think we have, like, another hundred million new developers that are primarily working, like, the deepest of them will go several layers down the stack and we'll know everything behind it, and the shallow stuff then will primar…”
Biilmann: Agency cut backend developers from 35 to 2 using microservices
“We talked to one agency that's really been a pioneer of adopting this model you talked about of building sites that used to have, like, 55 developers instead, where 35 of those were back-end developers. And now they have around 33 developers, and two of them a…”
Biilmann: Google has failed to productize generative AI compellingly
“If I look at Google's products, like I now have all these Genesis buttons all over and I never use them. They just haven't managed to productize it in a way that feels super compelling.”
Biilmann: Cheaper development will trigger radical surge in custom software demand
“Like I think what we're seeing now is definitely the cost of building custom workflows, custom UIs, custom applications is going to dive down dramatically. And typically that will mean that demand for doing that will Go up radically and people will start build…”
Biilmann: Custom AI apps fail on Kubernetes due to overwhelming maintenance costs
“Like otherwise, if it's just fully custom built Kubernetes cluster stuff, all of it, the viability of that whole approach goes away, right? Like the maintenance cost just overtakes everything.”
Biilmann: AI builder tool revenue is durable, not a sugar high
“When I look at tools like bold and lovable, the category itself has something where it seems obvious that there will be a lot of money spent there. Just because like, when you see some of the examples of what people can do with those tools that they just could…”
Biilmann: Would sell Grok over OpenAI and Anthropic
“I would probably sell Grok. I still think like it sits a little more in a middle space”
One line per show, most statements first. The link opens Matt's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 20VCLEDGER | Co-Founder & CEO, Netlify | 1 | 23 | 100% 2/2 | full record on 20VC → |
 a16zLEDGER | Co-Founder & CEO, Netlify | 2 | 20 | — | full record on the a16z Podcast → |