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

But don't forget, we're talking about intelligence.

You want more of it all the time and you want different flavors of it, right?

I mean, humans have emotional intelligence.

They have all different styles of intelligence.

We know that learning, some people have more visual intelligence, if you will.

And I think that we're going to see the same thing with models.

We're going to absolutely see this thing that prohibits the cannibalization of frontier models, at least in the short term.

What I've seen with every new wave of technology in my career, the market initially expands.

And then the contraction comes when there's a contraction in global markets.

And then you see the fallout.

And then you start again with more innovation.

It's this continuous cycle of

cambrian explosion of innovation followed by these sort of glacial periods when ecosystems collapse and then they grow back again and so i think as long as frontier models can continue to innovate because they have the money and they have the ability to do more innovation there's never been a time yet where the open source model has has trumped a frontier model on innovation yet they might be better at specialization

But they certainly don't compete yet in being able to do complex tasks.

Well, look, Alex has a bunch of customers that of course are very worried about that.

All the CIA and all the intelligence organizations, of course, they're paranoid about that.

So he's, one, got a huge customer base that that's exactly the way those people think.

But two, look, there's two issues, right?

One is the data.

And yes, they've been giving their, I mean, Anthropic's been getting all this data and open AI already for years.

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