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

I think it's more because I would rather, you know, to be in the most amazing company, I would rather be in than not.

I think it's pretty rare, as you know, to find companies these days that don't end up raising a lot of capital that way outside of the frontier companies.

And look anywhere in the AI stack, even the application companies.

I mean, there's part of it that companies are growing faster than ever.

So they want the capital to really be able to play offense.

And there's also kind of a part of this dynamic in the market right now where there's this signaling effect that every X months or a year, you raise capital.

Employees want to hear that to keep up with the labs and some of the retention.

You have to do more secondary.

So there's just the landscape is just very, very different than what I grew up with.

I mean, like if there was a playbook that I would love to repeat, it was this.

I mean, so we basically built a relationship, got into the company and said, look, we need to go all in Menlo style, you know, our recruiting team, our BD team, and just get close to the founding team, build relationships, see how we can have value.

And there's a lot of examples of that that we probably don't have time to go into, but we got to know them and we got to see them operate.

Let's say that we in the round closed in something like March.

The model was launched in April.

So you start at zero and then sometime through the year, you'd see them adding 10 this month, eight the next.

So the revenue started to build.

In parallel with that, you had Amazon and Google come in both with the big investments as well as technical partnerships around Bedrock, Vertex.

and then distribution relationships.

So you're like, okay, let's take a look at from when we invested to now, they've got a capital partner, a distribution partner, a technical partner, two of the biggest in the world.

They're alternative to OpenAI, who's kind of tied to one cloud with Azure.

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