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

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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 now that's changed.

I think that's the way it's going to work that only the wealthiest companies and people can afford these models in the early days.

And open source is going to be suffering from a very big catch up game in terms of in terms of revenue.

But they're going to get a lot of money and a lot of things very, very soon.

It's coming.

of the

I disagree with a token is a token.

That may be true at the moment with pretty much frontier models, but I disagree with it because companies like Fireworks and others are helping companies to customize.

The more you customize the model, the more the token changes its value, right?

Because the more you customize what's being produced and some models, they talk a lot more than other models.

And so they produce a hell of a lot more tokens, just like your guests, I assume.

Well, there's two things to each model is the more it's customized, the more it's going to have.

a particular, I'll say, style to it.

And whether it's a verbose style or a style of brevity, that's going to matter a lot in the overall cost.

And I think that what we're going to see is as enterprises and people with money have more time to understand these, more and more customization is going to occur.

to do things.

I mean, when you talk about agentic systems, it's natural that you think, hey, you're going to use an open source model for coding because they've got that figured out.

But for customer service, for onboarding, you can see open source models being really ideal because it's a highly specialized task.

And I think that highly specialized tasks are going to be something that pays off a lot quicker and a lot cheaper.

If you only have a million dollars to spend, you could spend that million dollars on customization and getting specific tasks done a lot more efficiently than you can on a frontier model.

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