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 monthsRecordings per month over the last 12 months — 3 in all, peaking in Feb 2026 with 2.
Appearances
It's a global demand by every business in the world today.
Even though people haven't quite acted on that demand, it's like websites at first, right?
In the 90s, only a certain amount of companies had websites.
But the building out of websites has not slowed down.
It's massive.
It's just the desire for that and the need for website building continues to this day.
It's endless.
And I think it's the same thing when we look at intelligence.
The demand for it is going to be endless by endless numbers of people.
And this is helping creating the opportunity for open source and ASICs chips.
That's a great question.
I'm going to give an answer, but I want to caveat it this way, in that there's opportunity in the answer for short-term disruptions that last from three months to a year, where economics appear to have leveled out.
As long as the frontier model companies, and I'm convinced, they have goals for continuous learning and ultimately lifelong learning in these models.
And so if they can execute against those goals over the next decade, the demand for those models will never cease.
And so they'll just continue to grow.
But because the global demand is so massive, I mean, I'd assume that we're probably in single digit demand fulfillment today, low single digits.
And I suspect that open source has a long way to go to fill in the need.
And of course, it's going to be low cost.
And of course, most of the dollars are going to go to the people that can afford to pay for them, right?
I mean, Tesla's were really expensive at the beginning, and only wealthy people could afford a Tesla at the beginning.
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