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.

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recordings per month · last 12 months

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

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We know how to do all these things that are going to give you visibility into what you're doing.

Again, innovation is what should be on your front of your mind and that innovation better drive margin.

So even if you don't have it right this minute, if you're not thinking about it, I won't invest in you.

I'd said it last February.

Look, ASICs chips are really ideal if you're thinking about model customization.

If you're saying, look, we're at a new phase in this AI build out, but what we really want to do is do a lot of model specialization.

You don't need a GPU for that.

Too expensive.

You can absolutely take an ASICs chip.

And so I think the number of people designing chips or ASICs chips is because they recognize that trend and they want to take advantage of it.

I'm not sure jalapeno is the best name.

It bothers me.

You know, and I love Mexican food.

I love spicy food, but I'm just not sure about that one.

Look, actually owning the chip is going the wrong way long term.

Short term, it makes sense for larger companies because they want to optimize chipsets for models.

And that's what they're thinking about.

But when I was at the Santa Fe Institute, I'm on the board there.

We had a meeting with a bunch of chief scientists from all the major AI companies.

And what we came back with out of that meeting was,

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