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 · last 12 months

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

Appearances

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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

Now there's a few more examples.

But clearly this was an outlier, even amongst outliers.

I think the thing that we also really gravitated to here, aside from like Anton, he's very visionary.

He's kind of the voice of the category.

I think he's got some very unique and distinctive plans about why this kind of 99% of people, as they like to call it, everybody who was never a coder,

and programmer but making everyone become creators so you had like this massive vision we felt like an iconic entrepreneur and then like crazy numbers that you could do whatever model you wanted and you're like look if this thing keeps compounding and this is really the company that we believe this will be one of the most valuable companies of all time do margins matter anymore

They do a lot.

And, you know, we're in this kind of like a tricky period as investors where right now a lot of great companies have low margins, 20 to 30 percent margins.

And, you know, they all probably have a path to get to 60 or 70.

A lot of companies, just because the cost of computing inference, it's harder to say you're going to be an 80, 90% gross margin company anymore.

But great companies are 60, 70% gross margin.

But the path to get there is like, hey, I'm going to do some optimizations.

I'm not completely tied to inference around my cost structure.

And I'm probably going to do something complementary to the leading labs with my own data and build a model that kind of gets my gross margin up.

So you're intercepting a lot of these hyper growth companies with margins that are atypical for what we usually invest in.

And you're trying to figure out which ones actually have a credible plan to get to a great margin structure.

And for what it's worth, I think Loveable is one of those.

Yeah, I mean, first of all, Anthropic is a fantastic partner to Lovable and vice versa.

But like this market is so big.

So there's really two dimensions to that.

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