Matt Murphy

speaker

612 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Matt Murphy’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI | Why Triple, Triple, Double, Double is Not Good Enough Today | Why Series A is Hard Today with Matt Murphy @ Menlo · 27 Jul 2026 podcast

You mean the thing that came out recently around people doing SPVs, not my SPV?

Yeah.

Yeah, because that was fully supported in partnership with the company, just to be clear.

I think the problem is it's secondary markets, SPVs, they've just become too annoying and aggravating in the market to founders.

And someone else is basically like, I don't want you marketing my stock.

I want to be the one who's figuring out who's in the cap table, who's an investor.

And I

I think that there were a lot of people claiming they had access who would kind of round up people to invest in their SPB, and then they would try to go get access.

There's just a lot of bad actors out there.

And so I think it needed a bit of a salvo across the bow to just kind of be like, hey, settle down, everybody, because if you're not directly in partnership with us, you shouldn't believe this is real.

Yeah.

Well, I mean, that was another wild story where you see a company go from zero to something like 300 million in a year.

I think we intercepted them around, well, we kind of tried to get in when they were around 30 of error, but the round we did was around 150.

So you're kind of looking at

this is a phenomenon.

So there's numbers and then there's the market and then there's the founder, right?

So the numbers were just like ripping and you're like, all right, so this company is going to go from zero to 300 in a year, even if you assume it decelerates to whatever, a three X growth rate, that's 300 to a billion.

And I'm talking about when we first made the investment.

And then, you know, you compound out from there and you're like,

Certainly in the first, let's say, 23 years of my venture career, you never saw anything like that.

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