Everything, everywhere, but not all at once: Hg’s Matthew Brockman on what's really happening in software right now

Everything, everywhere, but not all at once: Hg’s Matthew Brockman on what's really happening in software right now

In this rare internal conversation, Matthew Brockman, Hg's Chief Investment Officer, offers an insider's view on what's actually working versus what's still hype. Far beyond speculation, this is private equity deploying real capital into real companies with real customers, watching what happens when agentic software meets regulatory compliance and established workflows. Brockman reveals why vibe coding is being used in sales processes but not production, why venture money is subsidising inference costs that must eventually turn into labour market economics, and his "virtual Matthew" Turing test for when we've truly reached AGI. From Hg's Catalyst program - parachuting developers into portfolio companies at Hg's expense to accelerate AI product builds - to standing up in Silicon Valley urging CEOs to invest and move quickly, this conversation cuts through the noise with data, deployment examples, and the hard economics of building enterprise AI that actually ships. Essential listening for anyone trying to separate signal from hype in February 2026

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Avsnitt(62)

Patrick Debois on why context is the new code: A conversation from the Hg Digital Summit

Patrick Debois on why context is the new code: A conversation from the Hg Digital Summit

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17 Mars 51min

The race for alpha: Varun Anand of Clay on inventing a new role and why GTM needs a new AI strategy

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Most B2B software founders don't spend four years working on presidential campaigns. Varun Anand did - on Hillary Clinton's 2016 run - and he argues that startups and political campaigns share the sam...

3 Mars 22min

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17 Feb 52min

The corporate immune system: Google Cloud's Daniël Rood on building Europe's first AI team

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