{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"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","description":"Jerry Murdock is the Co-Founder of Insight Partners, which manages over $90 billion in assets. Jerry personally backed companies including Twitter, Nest and Docker, while Insight\u2019s portfolio includes giants such as Shopify, Wiz and monday.com. Across three decades, Insight has helped produce 55+ IPOs and become one of the most powerful technology investment firms in the world.  AGENDA: 00:00 \u2014 Is the AI Bubble About to Burst? 11:00 \u2014 Will Half of All Neoclouds Disappear Within 36 Months? 13:00 \u2014 Can Open Source Models Actually Beat OpenAI and Anthropic? 22:00 \u2014 Are We Entering the Golden Age of Cybersecurity Attacks? 32:00 \u2014 Have AI Valuations Completely Lost Touch With Reality? 42:00 \u2014 Is AI About to Wipe Out an Entire Generation of SaaS & Private Equity? 47:00 \u2014 Should We Ban U.S. Chips From Being Exported to China? 48:00 \u2014 Should We Be Fearful of Open-Source Chinese Models? 49:00 \u2014 Will Continuous Learning Kill Every AI Model We Use Today? 53:00 \u2014 Why Microsoft Remains a Mega Buy 56:00 \u2014 Which Mag 7 Giant Would You Short \u2014 and Is Apple\u2019s AI Strategy a Disaster?   ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"