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

that OpenAI, Anthropic, Google, Microsoft are all under pressure to make sure they give the best models for as cheap, as quick as they can, and don't feel like they can just, you know, charge whatever they want.

Now, similarly, you know, the model companies want to make it such that the applications are all trivially easy to build, and really the product is the model.

And then the infra companies have their own spin on this.

But the reality is, like,

Everyone's trying to commoditize the one that's not them.

And so from Mercore's perspective, it's very much in their interest that models that have access to proprietary data get differentiated value and capture a huge amount of value because that validates their business model.

It's a big push and pull of who can get the leverage.

What is the belief that would invalidate yours?

the bear case against Factory is if one model provider gets significantly better than all of the others.

So basically, I think a key thing for us is that all the models are going to be roughly as good as each other.

They'll be good at, one is a little bit better at review, one is a little bit better at testing, one's better at Python, this and that.

It all kind of fluctuates every week.

Even already, people have a hard time keeping track.

What model is number one?

What's the latest thing that came out?

If one model

ends up going way above all the others, that's a case where it's like, okay, companies might want to just completely go in with them, but then that's a monopoly for the entire economy to be worried about.

I think eventually we'll stop seeing them as model releases and they'll feel more continuous.

Like just how before it was, you know, GPT-2, then GPT-3, then GPT-3.5, then 4, 4.1.

But like, and then you get more and more deaths and like, you know, 4.523.

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