# Greymatter: the investor podcast, by episode

> Greymatter: Greylock's partners with founders and leaders, from the firm's long archive. 311 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/greymatter (Millionrounds; every figure on the page links to its filing or article)

Investors · new episode 24 Jun 2025

# Greymatter

Hosted by **Greylock**

Greylock's partners with founders and leaders, from the firm's long archive.

Follow on Apple PodcastsBrowse the episodes

**311** episodes

**73** investors heard as guests

**39 min** an average episode

0 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on Greymatter.

[JC *13* **Jerry Chen** Greylock](https://millionrounds.com/person/jerry-chen-2)[AC *5* **Asheem Chandna** Greylock](https://millionrounds.com/person/asheem-chandna)[CW *5* **Casey Winters** 5 episodes](https://millionrounds.com/person/casey-winters)[JL *5* **John Lilly** John Lilly](https://millionrounds.com/person/john-lilly)[SG *5* **Sarah Guo** Conviction](https://millionrounds.com/person/sarah-guo-2)[BS *4* **Bipul Sinha** Lightspeed Venture Partners](https://millionrounds.com/person/bipul-sinha)[JR *3* **Jason Risch** Greylock](https://millionrounds.com/person/jason-risch)[JM *3* **Josh McFarland** Greylock](https://millionrounds.com/person/josh-mcfarland)[MD *3* **Mike Duboe** Greylock](https://millionrounds.com/person/mike-duboe)[CU *2* **Chris Urmson** 2 episodes](https://millionrounds.com/person/chris-urmson)[CK *2* **Christine Kim** GS Futures](https://millionrounds.com/person/christine-kim-2)[CR *2* **Corinne Riley** Greylock](https://millionrounds.com/person/corinne-riley)

## Every episode 311 · page 1 of 11

- 311 **Greylock Presents: The Intelligent Marketer** 24 Jun 2025 · 44 min [Mike Duboe](https://millionrounds.com/person/mike-duboe)[Rishabh Jain](https://millionrounds.com/person/rishabh-jain) About this episode 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… ▶
- 310 **"Ship Pricing as Fast as Product" - CEO Alvaro Morales on Orb's Mission to Revolutionize Billing Infrastructure** 8 Oct 2024 · 36 min About this episode 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… ▶
- 309 **Opal Security's Umaimah Khan on Security-First Identity** 23 Jul 2024 · 36 min [Saam Motamedi](https://millionrounds.com/person/saam-motamedi) About this episode 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… ▶Show page
- 308 **Product-Led AI: Mustafa Suleyman on Defining Intelligence** 20 Jun 2024 · 35 min [Mustafa Suleyman](https://millionrounds.com/fund/mustafa-suleyman)[Google](https://millionrounds.com/fund/google-assistant-investments)[Seth Rosenberg](https://millionrounds.com/person/seth-rosenberg) About this episode 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… ▶Show page
- 307 **Code Smarter, Not Harder** 22 May 2024 · 19 min [Corinne Riley](https://millionrounds.com/person/corinne-riley) About this episode 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… ▶
- 306 **Reinventing Distributed Commerce with AI** 16 May 2024 · 33 min [Saam Motamedi](https://millionrounds.com/person/saam-motamedi) About this episode 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… ▶
- 305 **Shifting Power Dynamics in AI-Focused Cloud** 16 May 2024 · 12 min [Jason Risch](https://millionrounds.com/person/jason-risch)[Jerry Chen](https://millionrounds.com/person/jerry-chen-2) About this episode 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… ▶
- 304 **Product-Led AI: Adept CEO David Luan on Upleveling Human Work** 15 May 2024 · 31 min [David Luan](https://millionrounds.com/person/david-luan)[Google](https://millionrounds.com/fund/google-assistant-investments)[Seth Rosenberg](https://millionrounds.com/person/seth-rosenberg) About this episode 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… ▶
- 303 **Product-Led AI: Reid Hoffman on AI-Powered Networks** 8 May 2024 · 43 min About this episode 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,… ▶Show page
- 302 **Introducing Product-Led AI** 1 May 2024 · 48 min About this episode 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… ▶Show page
- 301 **Jacob Andreou | From Ports to Transformations** 4 Apr 2024 · 13 min [Jacob Andreou](https://millionrounds.com/person/jacob-andreou) About this episode 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… ▶
- 300 **Jerry Chen and Instabase CEO Anant Bhardwaj | Building a System of Intelligence** 12 Sept 2023 · 50 min [Anant Bhardwaj](https://millionrounds.com/person/anant-bhardwaj)[Jerry Chen](https://millionrounds.com/person/jerry-chen-2) About this episode 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… ▶
- 299 **Jerry Chen | The New New Moats** 22 Jun 2023 · 20 min [Jerry Chen](https://millionrounds.com/person/jerry-chen-2) About this episode 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.… ▶
- 298 **Inflection AI | The AI Friend Zone** 10 May 2023 · 39 min [Mustafa Suleyman](https://millionrounds.com/fund/mustafa-suleyman) About this episode 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… ▶
- 297 **Jerry Chen | The New Wave of Cloud Innovation** 2 May 2023 · 20 min [Jerry Chen](https://millionrounds.com/person/jerry-chen-2)[Google](https://millionrounds.com/fund/google-assistant-investments)[Jason Risch](https://millionrounds.com/person/jason-risch) About this episode 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… ▶
- 296 **Jason Risch | Three Trends in VC-Backed Cloud** 27 Apr 2023 · 14 min [Jason Risch](https://millionrounds.com/person/jason-risch) About this episode 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… ▶
- 295 **CNBC's Julia Boorstin | When Women Lead** 18 Apr 2023 · 39 min About this episode 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,… ▶
- 294 **Intelligent Money** 11 Apr 2023 · 44 min [Eric Glyman](https://millionrounds.com/person/eric-glyman)[Seth Rosenberg](https://millionrounds.com/person/seth-rosenberg) About this episode 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… ▶
- 293 **The Post-ATT World** 4 Apr 2023 · 56 min [Eric Seufert](https://millionrounds.com/person/eric-seufert)[Matt Osman](https://millionrounds.com/person/matt-osman)[Rishabh Jain](https://millionrounds.com/person/rishabh-jain) About this episode 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… ▶
- 292 **Sam Altman & Reid Hoffman | AI Field Notes** 3 Apr 2023 · 39 min [Sam Altman](https://millionrounds.com/fund/sam-altman) About this episode 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… ▶
- 291 **Reid Hoffman & Saam Motamedi | AI's Transformative Power** 30 Mar 2023 · 50 min [Saam Motamedi](https://millionrounds.com/person/saam-motamedi) About this episode 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… ▶
- 290 **Greylock Welcomes Jacob Andreou** 27 Mar 2023 · 39 min [Jacob Andreou](https://millionrounds.com/person/jacob-andreou) About this episode 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… ▶Show page
- 289 **Rubrik CEO Bipul Sinha | Scaling with Intuition** 21 Mar 2023 · 20 min [Bipul Sinha](https://millionrounds.com/person/bipul-sinha) About this episode 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… ▶
- 288 **Impromptu: Amplifying Our Humanity Through AI** 16 Mar 2023 · 42 min About this episode 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… ▶
- 287 **Introducing Possible: A New Podcast hosted by Reid Hoffman and Aria Finger** 15 Mar 2023 · 1h 5m About this episode 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… ▶Show page
- 286 **Adept CEO David Luan and Stanford's Percy Liang | Words into Action** 14 Mar 2023 · 31 min [David Luan](https://millionrounds.com/person/david-luan)[Saam Motamedi](https://millionrounds.com/person/saam-motamedi) About this episode A re-broadcast of Greylock general partner Saam Motamedi's interview with Adept CEO and co-founder David Luan and Stanford computer science and statistics professor Percy Liang. In this conversation (recorded in mid-2022), David and Percy discuss how large language models are paving the way for the next wave of AI.… ▶Show page
- 285 **Uber CEO Dara Khosrowshahi on Decision-Making** 7 Mar 2023 · 32 min [Dara Khosrowshahi](https://millionrounds.com/fund/dara-khosrowshahi) About this episode Uber CEO Dara Khosrowshahi talks with Greylock general partner Reid Hoffman about his strategy for decision-making. Like most companies, Uber has experienced many ups and downs. Getting through each phase (good or bad), depends on how the leadership team responds, says Khosrowshahi. In difficult moments, which he… ▶Show page
- 284 **Instacart's Fidji Simo | Building A Tech-Enabled Food System** 28 Feb 2023 · 28 min [Fidji Simo](https://millionrounds.com/person/fidji-simo)[David Thacker](https://millionrounds.com/person/david-thacker) About this episode Instacart CEO Fidji Simo shares the company's vision for building a tech-enabled food system for all. Simo, who previously spent 10 years at Meta, is accustomed to taking bold bets on transformative tech. She spoke with Greylock general partner David Thacker about joining Instacart in 2021 following a period of… ▶Show page
- 283 **OpenAI's Sam Altman | AI for the Next Era** 21 Feb 2023 · 38 min [Sam Altman](https://millionrounds.com/fund/sam-altman) About this episode A re-broadcast of Greylock general partner Reid Hoffman's interview with OpenAI CEO Sam Altman, recorded during Greylock's Intelligent Future summit in August 2022. Founded in 2015, OpenAI has recently released several high-profile products in quick succession: succession: its generative transformer model GPT-3 –… ▶Show page
- 282 **Stripe's Patrick Collison | Micro Pessimism, Macro Optimism** 14 Feb 2023 · 28 min [Patrick Collison](https://millionrounds.com/fund/patrick-collison) About this episode Navigating uncertain economic conditions is part and parcel of running a business. Yet, throughout challenging times, it’s critical that startups stay committed to continually pushing the possibilities of what technology can deliver, says Stripe CEO Patrick Collison. That means leading with the guiding principle… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[S **Sarah Guo** *28*](https://millionrounds.com/person/sarah-guo-2)[**Google** *21*](https://millionrounds.com/fund/google-assistant-investments)[J **John Lilly** *21*](https://millionrounds.com/person/john-lilly)[A **Allen Blue** *19*](https://millionrounds.com/person/allen-blue)[D **David Thacker** *12*](https://millionrounds.com/person/david-thacker)[M **Mike Duboe** *8*](https://millionrounds.com/person/mike-duboe)[S **Sam Altman** *8*](https://millionrounds.com/fund/sam-altman)[S **Saam Motamedi** *7*](https://millionrounds.com/person/saam-motamedi)[D **David Sze** *6*](https://millionrounds.com/fund/david-sze)[J **Jerry Chen** *6*](https://millionrounds.com/person/jerry-chen-2)[J **Josh Elman** *6*](https://millionrounds.com/fund/josh-elman)[B **Brian Chesky** *5*](https://millionrounds.com/fund/brian-chesky)

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