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 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
I haven't done it in, like, three years.
Like, there's nothing, like, it's just, it's not time efficient.
It just doesn't make sense to spend my time doing that.
But it's something that I do enjoy.
But to your point on model applications infrastructure, I'm not sure if you've seen the meme of this.
There's a meme of the Microsoft org chart, and it shows different segments and they all have guns pointed at each other.
just to show there's a lot of bureaucracy and everyone's fighting for who gets to do what.
I think that image is pretty accurate to what's happening right now with the models, the application companies, and the infrastructure companies, where everyone is trying to commoditize the other.
Everyone is trying to say, oh, no, this one is irrelevant.
All the value is going to be here.
All the value is going to be there.
The reality is value accrual is a time-dependent phenomenon.
It's not like there is one person whose steady state gets all of the value.
That's not how it works.
It's maybe for this next year, this person is who has the pricing power, who gets the value.
This next period of time, these people get it.
We are all, whether overtly or not, and maybe I'm saying the quiet part out loud, like everyone is trying to commoditize the people that are not them.
So for example, we're model agnostic.
We want to give our customers the best pricing, the best performance, the best speed for whatever task they want to do in their software development.
And we want to make sure
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