Greymatter

The Intelligent Marketer is a new podcast hosted by Greylock partner Mike Duboe and FERMAT CEO Rishabh Jain, about the intersection of AI, marketing, and commerce. In every episode, Mike & Rishabh talk with an expert guest about the future of artificial intelligence in marketing, and how marketers can stay ahead of the curve. Learn more about your ad choices. Visit megaphone.fm/adchoices

Orb is on a mission to revolutionize billing infrastructure. In this episode of Greymatter, Greylock partner Saam Motamedi chats with Alvaro Morales, CEO and co-founder of Orb, a cutting-edge billing infrastructure platform designed for the next wave of SaaS and AI companies. Orb allows businesses to implement dynamic pricing models such as usage-based and hybrid systems, empowering companies like...

Too often, usernames and passwords are the only thing standing between cyber criminals and an organization's data. While it seems obvious, implementing stronger identity controls has historically been a challenge for organizations because the mechanisms that cut off access to threats can also impede employees’ ability to access the systems they need to do their jobs. Opal Security was founded to s...

Guest episode of Product-Led AI, hosted by Greylock partner Seth Rosenberg. In this episode, he speaks with AI pioneer Mustafa Suleyman, who has been at the forefront of the technology through several major leaps forward. As the co-founder of DeepMind, Google’s VP of AI Policy and Products, the co-founder of Inflection, and now the CEO of Microsoft AI, he’s seen AI’s evolution into the transformat...

Greylock partner Corinne Riley reads her essay "Code Smarter, Not Harder: Solving the Unknowns to Developing AI Engineers." Building AI tools for code generation and engineering workflows is one of the most exciting and worthy undertakings by startups today. But there are still many open questions about the technical unlocks that must be solved to make coding tools that work as well as (or better...

App-tracking rules closed the door on user-tracking and targeted ads, but AI opened up new channels of engagement and personalization that previously weren’t possible. Commerce infrastructure company Fermat ushers businesses into this new era of online retail. CEO and co-founder Rishabh Jain talks with Greylock partner Saam Motamedi about the double impact of ATT and AI on commerce, and how Fermat...

Audio version of the essay "The Big 4 Era: Shifting Power Dynamics in the AI-Focused Cloud" written by Greylock partners Jason Risch and Jerry Chen (read by Greylock head of editorial Heather Mack). It’s never been harder to compete with the Big 3 cloud providers. As the AI revolution has shifted NVIDIA into the central power broker of the tech ecosystem, AWS, Azure, and GCP have rushed to build t...

Guest episode of Product-Led AI, a new podcast series hosted by Greylock partner Seth Rosenberg featuring conversations with leading AI builders. Adept CEO and co-founder David Luan has been riding the LLM wave since the early days of the modern AI boom: an early OpenAI employee, he led the company’s engineering team before serving as the tech lead for Google Brain’s work on LLMs. He co-founded Ad...

Guest episode of Product-Led AI, the new series hosted by Greylock partner Seth Rosenberg where he chats with builders who put the power of AI into products that people love. This week, AI visionary (and fellow Greylock partner) Reid Hoffman talks with Seth about the main opportunities in the application layer of AI, with an extra deep dive on AI-powered networks and marketplaces. Having been inst...

Special guest episode of Product-Led AI, a new podcast hosted by Greylock partner Seth Rosenberg. In this series, he focuses on the central question: How do you make AI useful? While plenty of money and attention goes to large language models and GPUs, it takes a different skill set to build AI products that change the way we work, learn, and live. We’re seeing this in AI co-pilots, AI-first netwo...

Greylock general partner Jacob Andreou reads his essay on how to build valuable products during moments of technology transitions. Having previously led product and growth for one of the iconic native apps of the mobile era (Snap), Andreou developed a perspective on some of the best (and worst) strategic and tactical decisions companies can make during tech shifts. It starts by asking an important...

Building a defensible system of intelligence at a time when LLMs are becoming commoditized (and when all the classic moats like economies of scale are more important than ever) isn’t easy. But Instabase, which provides an applied AI platform for enterprise organizations to run various operational processes, has managed to accrue a large customer base and recently hit $2 billion valuation. The comp...

Greylock general partner Jerry Chen discusses key takeaways from his essay "The New New Moats: Why Systems of Intelligence are Still the Next Defensible Business Model." The essay is a fresh take on his "New Moats" blog from 2017, in which he postulated that startups would be able to build defensible moats using AI. With the explosion of AI activity in recent times, Chen revisited this analysis to...

As anyone who has experimented with the latest artificial intelligence tools that generate human-like responses to text, every interaction with technology is increasingly becoming a conversation. Beyond pre-programmed responses based on specific key words, interacting with AI trained on large language models is beginning to feel like a natural back and forth dialogue. "In the future, I think there...

Greylock general partner Jerry Chen analyzes top trends impacting funding, company creation, product launches, and partnerships throughout the cloud ecosystem for 2022 and the first part of 2023. This analysis is based on data compiled for Greylock's Castles in the Cloud project, which maps the activity of VC-backed startups as well as that of the Big 3 cloud providers AWS, Google, and Microsoft A...

Audio version of Greylock investor Jason Risch's essay "Three Trends in VC-Backed Cloud." As part of our Castles in the Cloud project, which maps the activity in the venture capital-funding startup ecosystem with that of the Big 3 Cloud providers, we compile a database of fundraising at the end of each calendar year and identify trends. Although 2022 and the first part of 2023 has been marked by n...

Re-broadcast of Greylock marketing partner Elisa Schreiber's interview with CNBC Senior Media & Tech reporter Julia Boorstin. While there may be plenty of discussion about the disparity between funding for women-led startups and those led by men, women still receive just 2% of all venture capital funding. And yet, many women are still finding success as entrepreneurs. How? Boorstin dug into the st...

Fintech has perhaps the most to gain from artificial intelligence technology. Even slight improvements in forecasting default rates on a loan or cash flows of a business can have a dramatic economic impact. But for the most part, fintech has been left out of the conversation – partly because there is low margin for error in a regulated space. Encouragingly, this is starting to change. Ramp, a fint...

Greylock general partner Mike Duboe talks with Treat CEO Matt Osman, Fermat CEO Rishabh Jain, and independent analyst, consultant and investor Eric Seufert about the changing world of commerce performance marketing following the passage of ATT. For years, targeted ads meant the mechanisms to grow an ecommerce brand were relatively simple, accessible, and fast-acting. But the passage of Apple's App...

Greylock general partner Reid Hoffman talks with OpenAI CEO Sam Altman about their mutual learnings from the AI tools released to date, primarily GPT-4 4, OpenAI's language model that co-wrote Hoffman's recent book “Impromptu." Keeping up with all the AI advancements – and questioning both the pros and cons of their immediate impact – is why Hoffman wrote Impromptu. As he describes, the book is in...

Greylock general partners Saam Motamedi and Reid Hoffman talk with Umi Mehta, who is the Global Head of tech Private Equity and Venture Capital Investing at Morgan Stanley. In this conversation, they discuss the current investing environment in the context of artificial intelligence technology – specifically, its impact on pretty much every industry across enterprise and consumer sectors. AI has e...

Greylock welcomes Jacob Andreou as the firm's newest investor. Andreou joins Greylock following 8 years at Snap, where he most recently served as SVP of Growth. There, he ran teams across growth, data science, analytics, and user research, and helped scale the company to more than 360 million daily active users and $4.5 billion in revenue. At Greylock. Andreou is eager to partner with founders bui...

Greylock general partner Asheem Chandna talks with Rubrik CEO and co-founder Bipul Sinha about a core leadership lesson he's learned: not losing sight of one's own intuition, especially during times of high growth. Today, the data security company works with more than 5,000 customers around the world and across nearly every industry. When Rubrik launched in 2014, its mission to secure the world's...

Audio version of the introduction to Greylock general partner Reid Hoffman’s latest book, entitled “Impromptu: Amplifying Humanity Through AI." Impromptu was co-written by Hoffman and ChatGPT-4, OpenAI’s latest and most powerful large language model. The book aims to serve as a sort of “travelog” of Hoffman’s experience with GPT-4, as he explores the tool’s strengths and limitations. Through hundr...

A special guest episode of Possible, the new podcast hosted by Greylock general partner Reid Hoffman and Aria Finger. Possible looks at the future through a decidedly optimistic lens - and what it will take to get there. Each episode features a visionary from a different field, such as media, climate science, criminal justice, and more. Also joining for each episode is ChatGPT-4, OpenAI’s latest l...