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The Token Budget Problem Nobody Is Talking About (Matan Grinberg, Co-Founder & CEO of Factory)

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Matan Grinberg is the co-founder and CEO of Factory , an AI company valued at $1.5 billion that helps enterprises like Nvidia, Morgan Stanley, and Adobe automate software development through “Droids,” intelligent agents designed to streamline software engineering. Before Factory, Matan spent more than a decade in theoretical physics, studying string theory at Princeton and UC Berkeley. His work now centers on a different kind of complex system: how software gets built in an era of increasingly capable AI agents, open models, and shifting compute economics.

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Uploaded Jun 30, 2026
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