Jerry Murdock

speaker

1,795 appearances 3 recordings 2 series first heard Feb 2026 last heard 22 Aug

Jerry Murdock’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Feb 2026 with 2.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega · 22 Aug 2026 podcast

If there is a dislocation, no one is better prepared to survive it than hyperscalers.

Let's take neoclouds.

Neoclouds right now, there's a whole bunch of them.

I think at least half of them go away within 36 months.

Fireworks is making a lot more money than base 10.

The more you customize the model, the more the token changes its value.

Sure.

If you look at what happened in 2001, the end of the dot-coms, the innovations stopped for a while, and then new innovations came in, the LAMP stack, which led to build out of websites.

Google started taking off.

2008, cloud computing, very slow to take off.

And this is because this financial disruptions slow things down.

The stream of commerce gets disrupted.

And right now with AI,

debt is a huge part of this.

It's so unique compared to previous cycles.

So much debt, all the hyperscalers have taken on much more debt than they ever have before.

And the challenge becomes, will these guys get disrupted if the credit markets have a disruption, which would be certainly what would happen if we had a problem in the overall capital markets.

Well, that's one potential disruption.

I see several that could occur.

And I think if it's going to happen, it's going to happen if this Iran war, we can't have it just continue.

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