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

And so they know that they could absorb this.

And if it happens, it'll be good for them because everybody else gets wiped out and then assets become cheaper for them to acquire.

And they're still in good shape.

The demand for AI compute is not going to change.

That's not going to go away.

The issue is the ability to fund it in the short term.

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.

And if there's an economic disruption, a lot of them go away right away.

Not saying the question around which which had funds are going to go away and which ones aren't.

If you looked at Leopold's returns, you think he's never going to go and he's probably going to survive this because he still has a good return for the year.

But people are going to be a little wary about his risk taking capabilities.

And so it's underlying.

It's the people running the company.

What's going to separate one neoclub from another is who is running it.

How are they organizing it?

We don't see it.

You and I and everybody else, we can't see under the covers how that company is being run.

I can tell you, if you look at inference providers, I think Fireworks is making a lot more money than Base 10.

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