Matic

0 statements across 0 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 14, 2026 by Mehul Nariyawala · said 32 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Navneet Dalal (14), Mehul Nariyawala (12), Siddhartha Ahluwalia (6)

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Everything said about Matic, oldest first

Jul 14, 2026 positive
Disclosure
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.”
Mehul Nariyawala Jul 14, 2026 ▶ 1:03:38 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026
Disclosure
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.”
Navneet Dalal Jul 14, 2026 ▶ 58:27 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026 bullish
Assertion Not checkable as stated
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.”
Mehul Nariyawala Jul 14, 2026 ▶ 53:18 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026
Insight
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.”
Navneet Dalal Jul 14, 2026 ▶ 9:44 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026
Assertion Partly supported
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…”
Mehul Nariyawala Jul 14, 2026 ▶ 13:45 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026
Disclosure
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.”
Mehul Nariyawala Jul 14, 2026 ▶ 6:01 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026 neutral
Assertion Not checkable as stated
Nariyawala: Matic would be gross margin positive excluding import tariffs
“We would be gross margin positive if it wasn't for tariffs.”
Mehul Nariyawala Jul 14, 2026 ▶ 59:45 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
Jul 14, 2026
Disclosure
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.”
Mehul Nariyawala Jul 14, 2026 ▶ 43:50 And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
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