The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
Aug 22, 2026 · 1:10:09
Jerry Murdock, co-founder of Insight Partners, warns the AI bubble may burst by March if the Iran war continues, citing credit market complacency and Japan’s $1 trillion Treasuries. He predicts at least half of Neo Clouds disappear within 36 months, favors Fireworks over Base10, and argues open-source models plus ASIC chips will drive customization while frontier labs retain complex tasks. On security, he calls sandboxes the most underrated layer, naming Docker and E2B as leaders, and expects OpenRouter’s 5% markup to be disrupted by inference exchanges. He adds private equity is highly at risk to any financial dislocation, and in quick-fire bets Nvidia exceeds $10 trillion in five years while picking Meta as the Mag 7 short.
