Greymatter cover image

Greymatter

Latest episodes

undefined
Sep 12, 2023 • 50min

Jerry Chen and Instabase CEO Anant Bhardwaj | Building a System of Intelligence

Jerry Chen and Instabase CEO Anant Bhardwaj discuss building a defensible system of intelligence in the AI landscape. They explore the inception and problem-solving approach of Instabase, the dominance of foundation models, reducing friction to sell AI platforms, and lessons learned as a founder and CEO.
undefined
Jun 22, 2023 • 20min

Jerry Chen | The New New Moats

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 wrong, and what is still too early to tell.You can read the 2023 essay here: https://greylock.com/greymatter/the-new-new-moats/You can read the original 2017 essay here: https://greylock.com/greymatter/the-new-moats/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 10, 2023 • 39min

Inflection AI | The AI Friend Zone

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 relationship that you have with an AI that helps you to make sense of the world around you," says Inflection AI CEO and co-founder Mustafa Suleyman, whose company recently released Pi, or "personal AI", designed to listen, talk, and provide support like a companion.Listen to Suleyman and his Inflection co-founder Reid Hoffman on the Greymatter podcast discuss how they approached building the "AI sidekick" that is Pi, and share their vision for the future of the technology.You can read the transcript of this conversation here: https://greylock.com/greymatter/inflectionai-the-ai-friend-zone/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
May 2, 2023 • 20min

Jerry Chen | The New Wave of Cloud Innovation

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 vertical specialization, and the expansion of security needs are all fueling activity in the cloud ecosystem. The trends in this discussion are also examined in Greylock investor Jason Risch's recent essay, which you can read here: https://greylock.com/greymatter/three-trends-in-vc-backed-cloud/You can find the entire Castles in the Cloud project here: greylock.com/castles. Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Apr 27, 2023 • 14min

Jason Risch | Three Trends in VC-Backed Cloud

Exploring the rise of AI/ML, vertical specialization, and security in VC-backed cloud technology. Delving into AI model architecture, enterprise adoption, industry-specific clouds, and cloud security. Highlighting funding trends, challenges in security data management, and market outlook for the cloud sector.
undefined
Apr 18, 2023 • 39min

CNBC's Julia Boorstin | When Women Lead

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 founding, funding, and running companies, and uncovered a variety of smart tactics and approaches. Those stories and the data are shared in her book, "When Women Lead." Boorstin and Schreiber spoke in front of a live, female-majority audience in late 2022 as part of Greylock's Iconversations speaker series. You can watch a video from the interview here: youtu.be/7moBNBLIVMAYou can read a transcript here: greylock.com/greymatter/julia-b…n-when-women-lead/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Apr 11, 2023 • 44min

Intelligent Money

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 being one of the fastest-growing companies ever to hit $100M in ARR, is among the fintech frontrunners using automation and machine learning to help customers with expense management, payments, reporting, and more. Greylock investor Seth Rosenberg spoke with Ramp CEO Eric Glyman and Greylock's Reid Hoffman for a wide-ranging discussion on how AI is impacting every profession today – and how there is considerable room for it to impact financial services in the future. You can watch the video of this interview here: https://youtu.be/q5Rhetnw_64You can read a transcript of the interview here: https://greylock.com/greymatter/intelligent-money/  Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Apr 4, 2023 • 56min

The Post-ATT World

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 2021 turned that world on its head. Now, companies have gotten creative about the ways they reach their audience, which has given rise to a class of startups like Treat and Fermat that provide the tooling and platform to develop, test, and iterate marketing campaigns.You can read a transcript of this conversation here: https://greylock.com/greymatter/the-post-att-world/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Apr 3, 2023 • 39min

Sam Altman & Reid Hoffman | AI Field Notes

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 experience with GPT-4. Above all, he sees AI as a human amplifier, but urges it must be developed safely. Safety is exactly what OpenAI is striving for, Altman says, and Hoffman’s detailed chronicle of his experience with GPT-4 is exactly the kind of data the organization needs to continue developing the technology with safety in mind.You can read a transcript of this conversation here:https://greylock.com/greymatter/ai-field-notes/You can access Impromptu for free here: https://www.impromptubook.com/wp-content/uploads/2023/03/impromptu-rh.pdfAnd on Amazon here: https://www.amazon.com/dp/B0BYG9V1RN/ Learn more about your ad choices. Visit megaphone.fm/adchoices
undefined
Mar 30, 2023 • 50min

Reid Hoffman & Saam Motamedi | AI's Transformative Power

Greylock general partners Saam Motamedi and Reid Hoffman talk with Umi Mehta, who is the Global Head of tech Private Equity and Venture Capital Investing at Morgan Stanley. In this conversation, they discuss the current investing environment in the context of artificial intelligence technology – specifically, its impact on pretty much every industry across enterprise and consumer sectors. AI has evolved rapidly in recent years, and that pace of advancement is only getting faster. Saam and Reid explain how AI is becoming an enabling platform technology, much the same as previous waves of tech transitions like mobile and cloud did in earlier eras. This conversation was recorded at Morgan Stanley’s annual TMT Conference, which draws an audience of more than 3,000 investors and members of tech companies. On that note, the audio quality isn’t the highest, but each speaker is clear. And if you have any difficulty hearing some of the parts, rest assured that you can find all of the conversation in the transcript here: https://greylock.com/greymatter/ais-transformative-power/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode