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Matthew Harris

Partner, Bain Capital Ventures

Real Alpha has cut 8 moments of Matthew Harris (Partner, Bain Capital Ventures) talking, from an interview on How I Invest published Oct 26, 2026.

What Matthew Harris said

  1. How I Invest ·

    Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued

    8 moments · 38 min

    1. 1:58

      Valuation discipline can make venture firms miss power-law winners Pro pick

      “you will systematically miss the power law companies on average.”
      at 4:30
    2. 17:35

      AI labs may avoid competing with their biggest customers

      “And our view, probabilistically, is that that will inhibit them in starting their own law firm.”
      at 18:55
    3. 32:44

      Anthropic's growth could support its reported $2 trillion valuation

      “If that growth rate can continue or anything like it can continue, they will grow into and through that valuation in a very reasonable period of time.”
      at 33:37
    4. 11:53

      Bain's AI strategy centers on robotics and AI-native services

      “And when we incubate companies, we don't take any common stock. We just put money in. We recruit a founder and then we give them all the common stock.”
      at 16:51
    5. 8:51

      AI market leadership can shift despite consensus investing

      “And not for love or money would they invest in anyone who's not already anointed in the winner's circle.”
      at 9:11
    6. 27:59

      OpenAI's open Codex strategy could win the application layer

      “I think it's genius, actually, and I think they're still going to sell a lot of OpenAI tokens into codex”
      at 30:42
    7. 52:38

      Steady venture pacing helps limit cycle-driven risk

      “I do know from our perspective, we try to keep pacing even. So we invest the same amount 500,000,000 a year.”
      at 55:48
    8. 39:48

      AI agents could expand the market beyond human users

      “And at a certain point, increasingly in our companies, there aren't even human users of AI. There are just agents doing stuff.”
      at 39:55

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