Matan Grinberg

speaker

1,930 appearances 2 recordings 2 series first heard Jun 2026 last heard 13 Jun

Matan Grinberg’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory · 13 Jun 2026 podcast

At first, the first time this happened, we were like, oh my God, their usage went down, what's going on?

But spending time with them, we realized, wait, we need to make sure with every customer, we are having a very clear conversation with them of, it looks like you guys are spending a lot of tokens on some of these things.

Have you thought about, consciously, yes, we want to do this?

Sometimes we'll proactively set in those user limits.

It's better to be aware as you're going up as opposed to just going crazy and then kind of realizing.

And so what's happened with Uber publicly has happened privately with a lot of customers of ours.

And yeah, there's a little bit of shock where it's like, okay, wait, let's put in these user limits.

But then you come into a question of, well, wait, this team is really important.

They should have a different user limit than that team.

And we're just getting towards this world where you have very nuanced resource allocation throughout your org.

I think it's actually a more nuanced question than we might think.

I actually think it can be as low as 0% for some individuals, and it can be as high as like thousands, tens of thousands of percent for some individuals.

It depends on what the unique skills of those individuals are.

And I'm saying individuals and not devs in particular, because I think the way we even organize roles is going to be very different where I'm not sure like dev as a word makes sense.

Traditionally, it's like custodians of code, right?

The people who do anything relating to code are engineers or developers.

Everyone is going to be loosely interacting with code in your org, whether they're sales or marketing.

But I think the difference is there are going to be certain people where, again, we're coming back to resource allocation, they get more leverage by using more tokens.

And then there are going to be certain people where actually they don't really need tokens at all.

And that's not how they deliver value to the business.

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