Get the Check

All 15,000+ Matics that have ever been shipped were built in one building. The pod went inside the Matic factory to see how a home robot goes from a box of parts to a custom greeting at your front door.
The pod shows the development of the Matic design, beginning from its origins in 2017, before the company even had an industrial design, to the current version that is sent out today. Matic shipped its first 375 or so paid units in November 2024. It recently moved to a new production line that now allows for 200 robots to be built every shift.
Next, the pod follows a robot down the line. Matic inspects 100% of its sub-assemblies from vendors in Vietnam, Malaysia, and Taiwan before they go anywhere near a robot. Matic then flashes its software in-house, gearing up the robot with its own program.
From there, each Matic is built in 16 steps along an assembly line before it’s run through five tests: airflow, outbound quality control, noise, camera calibration, and a final sweep and mop on a test track.
Finally comes the fan favorite. Every Matic gets programmed with a custom greeting before it ships. Though Matic planned to do that only for its first 400 customers, people loved it so much that the team kept it going, prioritizing the customer experience with birthday and Mother's Day messages included.
00:00 — Welcome to the Matic factory!
01:12 — Every Matic ever shipped was built right here
02:23 — Why Matic inspects 100% of its parts
04:21 — The batch of 5,000 noisy motors
06:12 — Building a Matic in 16 steps
08:01 — The five tests every robot has to pass
08:50 — Inside the noise boxes and the 55 decibel rule
12:12 — Calibrating five cameras with a robot arm
13:50 — Why every Matic ships with a custom greeting
This episode is brought to you by
Kalshi. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Known. Use code GETTHECHECK at known.com to skip the waitlist and get a free date.
Matic. Use code GETTHECHECK at maticrobots.com/getthecheck for $$ off your order.
Follow the pod on Instagram and X @getthecheckpod.

80% of people who buy a robot vacuum stop using it within three months, and the whole category had a Net Promoter Score of negative one. In 2017, Mehul Nariyawala, co-founder of Matic, decided to spend the next nine years building the robot that people continue to use.
Back then, Mehul and his co-founder Navneet had just left Nest. Silicon Valley had 200+ self-driving car startups yet basically zero companies were building robots for the home, even though families spend about 45 hours a week on chores, 3x more than they spend driving.
It turns out homes are harder than roads: There is no Google Maps or GPS for your living room, so the robot has to map itself and figure out where it is.
Matic first launched in April 2023 got mostly ignored. However, by pivoting and sending robots to tastemakers with no strings attached, Wired gave Matic its first 10/10 for a robot vacuum in over a decade, amplifying the robot’s reach and audience. Matic went from about 400 robots shipped in 2024 to 5,000 last year to roughly 13,000 this year.
Now, by learning from thousands of homes, 99% of the fleet hasn’t gotten stuck in 100 days. Mehul talks about continuing to update their active robots, using pre-built sensors to make voice and gesture capable overnight. Even now, he explains why Rosie the Robot won't be one-shotted, why Matic's next robot is a "five to 10-year-old," and why the company offers six-year vesting and wrote "not for sale" on day one.
00:00 — Meet Mehul, co-founder of Matic
03:01 — Why robot vacuums had a negative NPS
04:49 — Why there's no Google Maps or GPS for your home
07:23 — Why Matic took nine years to ship
14:52 — How Matic made robot vacuums cool again
17:23 — Is a $1,500 robot vacuum worth it?
23:02 — The Matic Cues launch that hit 11M views
25:55 — Is robotics overfunded? Mehul on humanoids and demos
34:17 — Why Matic's next robot is a "five to 10-year-old"
37:09 — Six-year vesting and a company that's not for sale
This episode is brought to you by
Kalshi. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Known. Use code GETTHECHECK at known.com to skip the waitlist and get a free date.
Matic. Use code GETTHECHECK at maticrobots.com/getthecheck to get $$ off your order.
Follow the pod on Instagram and X @getthecheckpod.

In this episode of Get the Check, Halloween is in the air and Anika makes her return. The pod breaks down the largest crypto hack ever, the Google and Amazon earnings that dragged down the market, and Thrive’s $7.6B bet on a 150-year-old security company.
They start with the Binance hack that shook crypto last week. North Korean hacking group TraderTraitor, the same crew behind the $1.5B Bybit hack in February 2025, drained about $6.3B from Binance’s “Binance 14” wallet. They compromised one engineer’s laptop and sent around 50 requests to the signing machine until one went through. The worst part was Binance’s hot wallet kept refilling itself from cold storage, so the hackers could keep draining it for an hour before anyone noticed. About $3.5B in stablecoins got frozen, which is a little ironic for an industry built on nobody being in control. To fix this, Binance says it will make every customer whole using its $1B SAFU emergency fund plus corporate cash, with no third-party insurer. And if that’s not enough theft for this week, Polymarket also got hacked for $2.6M. Long Kalshi.
Next, the pod gets into Google and Amazon earnings. Google dropped about 12%, its biggest fall since 2004, after search slipped below 50% of total revenue for the first time. While AI searches are growing, they are monetizing worse than traditional ones. Google Cloud doubled to around $30B, closing in on AWS at $45B, leaving questions on why exactly Google is winning. Meanwhile capex hit $51B for the quarter, the hyperscalers have sold $218B in bonds this year, and advertisers are furious that Google quietly stopped running fair ad auctions. The conversation spirals into the K-shaped economy and a revisit to why Maya theory on the timing of Anthropic’s IPO.
Finally, Thrive Holdings is taking ADT private for $7.6B ($15.3B with debt) at a 46% premium. They are betting that AI can cut the $433M ADT spent on customer service last year while keeping its 6 million customers. The pod walks through the AI roll-up playbook, debates whether engineering at a holdco is the future or just a well-paid detour, and reminds viewers they called roll-ups before anyone else did. Which raises the real question: are the three of them one roll-up away from a med spa empire?
Tune in to find out if Thrive is quietly building the surveillance state.
00:00 Landon Barker, Heidi Klum, and Maya’s iconic Halloween costumes
02:06 Maya relearning how to say the intro
03:28 North Korean hackers steal $6.3B from Binance
05:16 How one laptop drained Binance’s hot wallet
13:30 Will Binance be able to fix this?
17:57 Google and Amazon earnings tank the market
28:46 The K-shaped economy and shorting the Anthropic IPO
33:34 Thrive Holdings takes ADT private for $7.6B
38:30 AI Roll-Up Playbook
43:01 Should we have started Holdings Co?
This episode is brought to you by
Kalshi, where you can trade on whether the Anthropic IPO actually happens on November 16th. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Known, if you’re tired of swiping, Known is for you. Use code GETTHECHECK at known.com to skip the waitlist and get a free date.
Follow the pod on Instagram and X @getthecheckpod.

In this episode of Get the Check, Maya and Priya hold down the fort (RIP Anika) to cover Anthropic finally filing its S-1, AI uncovering a 14-year-old flaw in the code behind ~70% of the internet, and OpenAI acquiring Orchestra Bio.
They start with the long-awaited Anthropic S-1, filed the day of recording, with projections putting the IPO at a $1.5–2T valuation as early as the week of November 16th. The pod walks through how the filing likely saved the market from another “margin call Monday”: a 10% operating margin, compute spend down from $2 to about 55 cents per dollar of revenue, and enough cash after the IPO to have more net cash than any tech company except Berkshire Hathaway. They also point out what’s missing. 80% of revenue comes from models released in the last six months, and Q3 isn’t in the filing.
Next, the cyber segment, always Priya’s favorite. Wiz and Calif independently used AI to find PHP-to-Shell, an exploit that lets attackers take over the servers behind websites. The pod covers how responsible disclosure fell apart, from the first exploit attempt Amazon spotted on October 17th to government sites going dark.
Finally, they get into OpenAI acquiring Orchestra Bio, which builds agentic workflows that coordinate all the vendors behind getting a drug to market. The pod explains why every day a trial slips can cost a GLP-1 maker around $100M, why tech people overlook pharma (hi, Veeva), and how this fits into OpenAI’s push to deploy its own engineers inside enterprises. Would Orchestra Bio have gotten the pod’s check before the acquisition? Listen to find out why top-down selling in pharma is everything.

00:00 Anika leaves the pod (sort of)
00:24 Maya’s F1 weekend in Austin
01:40 Nicki Minaj at a Trump rally
02:22 Welcome and headlines
04:01 Breaking down Anthropic’s S-1
11:51 Cloud marketplaces, AI spend, and bubble talk
15:12 Token budgets and $6.6M revenue per employee
17:34 AI finds PHP flaws and sites go dark
23:25 Another cert disaster
26:38 OpenAI buys Orchestra Bio
29:49 Why pharma software is a goldmine
34:52 Would Orchestra Bio get our check?
If the Anthropic IPO has you wanting to call the market, you can trade on it on Kalshi. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Follow the pod on Instagram and X @getthecheckpod.

In this episode of Get the Check, the pod talks about everyone panicking over the market, Bumble going private for roughly a tenth of its peak valuation, and Modal hitting a $15.75B valuation. A really fun lineup, assuming you haven’t checked your portfolio…
They start with the rumored “Black Monday” that thankfully didn’t pan out, but the underlying concerns go deeper than AI companies signing contracts with each other. The pod breaks down how higher energy prices feed into inflation and Treasury yields, making future borrowing more expensive for companies like CoreWeave. Its data center buildout depends on debt, so higher financing costs eat into margins, which makes the business riskier to lend to, which can push borrowing costs even higher (not the kind of flywheel you want). CoreWeave’s CEO points to $100B+ in contracted revenue, but delivering on those commitments requires more GPUs, more data centers, and more financing. Maya, Anika, and Priya get into what hedge funds buying insurance on CoreWeave’s debt are betting on, and whether another big model drop could turn the mood around.
Next, the pod gets into Bumble’s $1.3B take-private deal by Ithaca Holdings and whether new ownership can make people excited about downloading Bumble again. The conversation covers Ithaca co-CEOs, former Meta executive John Hegeman and former Instacart COO and CFO Ravi Gupta, plus why Conviction backing this deal is an interesting departure from its usual AI bets. With paying users down 16%, the question is whether an AI concierge can fix the experience or whether the brand itself is the problem. The pod debates the advantage of an existing user base, whether ads could improve dating-app incentives, and a $10K success fee for finding love. Naturally, this comes with a few personal case studies because apparently SF has about seven single people (and two are on the podcast…).
Finally, they cover Modal going from $60M in annualized revenue to over $1B as its valuation climbed from $1B to $15.75B. The pod explains why coding agents need sandboxes, why running 20 agents on small tasks can beat giving one agent 20 tasks, and why labs don’t want to pay for idle compute between reinforcement learning runs. They also get into Modal’s cold-start optimizations and why paying only for the compute you use can make more sense than reserving GPUs around the clock. Modal gets the pod’s check, and GTC helps recruit for them if you’re interested in joining.
00:00 Maya and Priya hang out with Anika’s ex
00:57 OpenAI’s spy drama
03:39 101 episodes in and still scheming
07:27 Why everyone’s portfolio is down
09:31 CoreWeave’s debt is making everyone nervous
17:36 Anthropic’s growth, neo clouds, and the private credit boom
21:58 Bumble’s $1.3B reset
37:01 Why Modal gets our check even at $15B
If reading the CoreWeave news makes you want to track compute markets you can on Kalshi. Sign up at kalshi.com/sign-up?referral=getthecheck and get $10 when you trade using our code.
Follow the pod on Instagram and X @getthecheckpod.