Matt Murphy
speaker
612 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Matt Murphy’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
Well, I mean, I think it's like any product, you know, that you can argue that the cheaper it is, the more it kind of opens up the market because you can do more for less.
And that, you know, those economic curves always spark activity.
But, you know, and look, even within the Anthropic family, right, like you've got Sonnet, you've got Opus, you've got Fable.
So even the last even Anthropic itself is innovating around, you know, hey, it's not one size fits all.
So I think you're going to have the combination of something like that, a family of models from Anthropic, and then a set of open source models and things that you train with your own data.
And you're going to look across that whole tapestry and say, hey, I'm using 50% this, 30% that, 20% this.
And those are the kind of optimizations that happen at scale.
And that's the stage of market that I think we're just...
entering into, which makes it a lot more fascinating, frankly, because there's going to be so many kind of second and third order companies that spike and take off versus the whole market being concentrated.
I think it goes back to what I said about optimizations.
I mean, Google with their TPUs a long time ago, Amazon with their Traniums.
I mean, just at some scale, you look at your bill and you're like, I'm paying somebody way too much.
And you say, well, I'm willing to pay that for some part of my COGS because that's just so much better and different and I can't compete with that.
But maybe there's some other types of activities they're doing that I can really leverage my own technology and bring my cost structure down.
And, you know, I mean, the chip business is hard.
Good luck wading into that, right?
You know, it takes a special team, especially if you're going to compete with Jensen and a lot of other options out there right now.
But, you know, these companies are smart and they're looking at like, hey, look, there's some very specific thing that we do in our model that if we had a chip that just behaved like this from a memory cache, whatever, like it would make us so much better.
And I'm sure for some percentage of the workload, whether it's in training or inference, that could be a big deal.
So that's probably worth the swing if you're...
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