Greymatter

Greymatter

How do tech startups go from idea…to iconic? Greymatter’s weekly podcast features interviews with VCs, founders, and tech visionaries on everything from AI, marketplaces, and cybersecurity as well as company-building strategies like growth, finding product-market-fit, and recruiting top talent. Founders and VCs offer candid accounts of success, failure, and adaptation. Greymatter delivers practical insights mixed with the bold optimism that defines entrepreneurship.

Episodes

June 24, 2025 44 mins
The Intelligent Marketer is a new podcast hosted by Greylock partner Mike Duboe and FERMAT CEO Rishabh Jain, about the intersection of AI, marketing, and commerce. In every episode, Mike & Rishabh talk with an expert guest about the future of artificial intelligence in marketing, and how marketers can stay ahead of the curve. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Orb is on a mission to revolutionize billing infrastructure. In this episode of Greymatter, Greylock partner Saam Motamedi chats with Alvaro Morales, CEO and co-founder of Orb, a cutting-edge billing infrastructure platform designed for the next wave of SaaS and AI companies. Orb allows businesses to implement dynamic pricing models such as usage-based and hybrid systems, empowering companies like Vercel, Pinecone, and Perplexity ...
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Too often, usernames and passwords are the only thing standing between cyber criminals and an organization's data. While it seems obvious, implementing stronger identity controls has historically been a challenge for organizations because the mechanisms that cut off access to threats can also impede employees’ ability to access the systems they need to do their jobs. Opal Security was founded to solve for that tension. Opal Securit...
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Guest episode of Product-Led AI, hosted by Greylock partner Seth Rosenberg. In this episode, he speaks with AI pioneer Mustafa Suleyman, who has been at the forefront of the technology through several major leaps forward. As the co-founder of DeepMind, Google’s VP of AI Policy and Products, the co-founder of Inflection, and now the CEO of Microsoft AI, he’s seen AI’s evolution into the transformative tech it is today. He shares hi...
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May 22, 2024 18 mins
Greylock partner Corinne Riley reads her essay "Code Smarter, Not Harder: Solving the Unknowns to Developing AI Engineers." Building AI tools for code generation and engineering workflows is one of the most exciting and worthy undertakings by startups today. But there are still many open questions about the technical unlocks that must be solved to make coding tools that work as well as (or better than) human engineers in a producti...
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App-tracking rules closed the door on user-tracking and targeted ads, but AI opened up new channels of engagement and personalization that previously weren’t possible. Commerce infrastructure company Fermat ushers businesses into this new era of online retail. CEO and co-founder Rishabh Jain talks with Greylock partner Saam Motamedi about the double impact of ATT and AI on commerce, and how Fermat is helping to build the next gener...
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Audio version of the essay "The Big 4 Era: Shifting Power Dynamics in the AI-Focused Cloud" written by Greylock partners Jason Risch and Jerry Chen (read by Greylock head of editorial Heather Mack). It’s never been harder to compete with the Big 3 cloud providers. As the AI revolution has shifted NVIDIA into the central power broker of the tech ecosystem, AWS, Azure, and GCP have rushed to build their AI edge. In this “Big 4” era, ...
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Guest episode of Product-Led AI, a new podcast series hosted by Greylock partner Seth Rosenberg featuring conversations with leading AI builders. Adept CEO and co-founder David Luan has been riding the LLM wave since the early days of the modern AI boom: an early OpenAI employee, he led the company’s engineering team before serving as the tech lead for Google Brain’s work on LLMs. He co-founded Adept in 2022 to develop multimodal a...
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Guest episode of Product-Led AI, the new series hosted by Greylock partner Seth Rosenberg where he chats with builders who put the power of AI into products that people love. This week, AI visionary (and fellow Greylock partner) Reid Hoffman talks with Seth about the main opportunities in the application layer of AI, with an extra deep dive on AI-powered networks and marketplaces. Having been instrumental in building and scaling se...
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May 1, 2024 47 mins
Special guest episode of Product-Led AI, a new podcast hosted by Greylock partner Seth Rosenberg. In this series, he focuses on the central question: How do you make AI useful? While plenty of money and attention goes to large language models and GPUs, it takes a different skill set to build AI products that change the way we work, learn, and live. We’re seeing this in AI co-pilots, AI-first networks and marketplaces, and entirely ...
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Greylock general partner Jacob Andreou reads his essay on how to build valuable products during moments of technology transitions. Having previously led product and growth for one of the iconic native apps of the mobile era (Snap), Andreou developed a perspective on some of the best (and worst) strategic and tactical decisions companies can make during tech shifts. It starts by asking an important question: Are you building a novel...
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Building a defensible system of intelligence at a time when LLMs are becoming commoditized (and when all the classic moats like economies of scale are more important than ever) isn’t easy. But Instabase, which provides an applied AI platform for enterprise organizations to run various operational processes, has managed to accrue a large customer base and recently hit $2 billion valuation. The company has gained traction largely bec...
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June 22, 2023 20 mins
Greylock general partner Jerry Chen discusses key takeaways from his essay "The New New Moats: Why Systems of Intelligence are Still the Next Defensible Business Model." The essay is a fresh take on his "New Moats" blog from 2017, in which he postulated that startups would be able to build defensible moats using AI. With the explosion of AI activity in recent times, Chen revisited this analysis to see what holds true, what he got w...
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May 10, 2023 39 mins
As anyone who has experimented with the latest artificial intelligence tools that generate human-like responses to text, every interaction with technology is increasingly becoming a conversation. Beyond pre-programmed responses based on specific key words, interacting with AI trained on large language models is beginning to feel like a natural back and forth dialogue. "In the future, I think there will be an ever-present relationsh...
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Greylock general partner Jerry Chen analyzes top trends impacting funding, company creation, product launches, and partnerships throughout the cloud ecosystem for 2022 and the first part of 2023. This analysis is based on data compiled for Greylock's Castles in the Cloud project, which maps the activity of VC-backed startups as well as that of the Big 3 cloud providers AWS, Google, and Microsoft Azure. AI, an increased focus on ver...
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Audio version of Greylock investor Jason Risch's essay "Three Trends in VC-Backed Cloud." As part of our Castles in the Cloud project, which maps the activity in the venture capital-funding startup ecosystem with that of the Big 3 Cloud providers, we compile a database of fundraising at the end of each calendar year and identify trends. Although 2022 and the first part of 2023 has been marked by notable advancements in cloud techno...
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April 18, 2023 38 mins
Re-broadcast of Greylock marketing partner Elisa Schreiber's interview with CNBC Senior Media & Tech reporter Julia Boorstin. While there may be plenty of discussion about the disparity between funding for women-led startups and those led by men, women still receive just 2% of all venture capital funding. And yet, many women are still finding success as entrepreneurs. How? Boorstin dug into the stories of women entrepreneurs foundi...
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April 11, 2023 44 mins
Fintech has perhaps the most to gain from artificial intelligence technology. Even slight improvements in forecasting default rates on a loan or cash flows of a business can have a dramatic economic impact. But for the most part, fintech has been left out of the conversation – partly because there is low margin for error in a regulated space. Encouragingly, this is starting to change. Ramp, a fintech startup that is noted for bein...
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April 4, 2023 55 mins
Greylock general partner Mike Duboe talks with Treat CEO Matt Osman, Fermat CEO Rishabh Jain, and independent analyst, consultant and investor Eric Seufert about the changing world of commerce performance marketing following the passage of ATT. For years, targeted ads meant the mechanisms to grow an ecommerce brand were relatively simple, accessible, and fast-acting. But the passage of Apple's App Tracking Transparency policy in 20...
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Greylock general partner Reid Hoffman talks with OpenAI CEO Sam Altman about their mutual learnings from the AI tools released to date, primarily GPT-4 4, OpenAI's language model that co-wrote Hoffman's recent book “Impromptu." Keeping up with all the AI advancements – and questioning both the pros and cons of their immediate impact – is why Hoffman wrote Impromptu. As he describes, the book is intended to act as a travelog of his ...
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