The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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20VC Assertion Partly supported
Murdock: Flipboard Turned Down ~$1B Acquisition Bids From Twitter and ByteDance
“They had two bidders going for them at the time. And that was very, very interested in them at around, I'll say within 20% of that number, and, ah, one of them was Twitter, and the other one was TikTok, the founder of ByteDance, and founder just, you know, he …”
Jerry Murdock Aug 22, 2026 ▶ 42:10 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
20VC Assertion Contradicted
Jerry Murdock: Meta rejected Nvidia GPUs to bet on custom ASIC chips
“I mean, look, you know, a lot of people like to criticize meta here and there about being behind the game, but they had the balls to say no to Jensen. Sorry, Jensen. We don't need you. So why did he do that? Because he's betting on a six chips. No question abo…”
Jerry Murdock Feb 28, 2026 ▶ 9:41 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Assertion Partly supported
Murdock: Hyperscalers Have Taken on Record Debt Levels
“All the hyperscalers have taken on much more debt than they ever have before”
Jerry Murdock Aug 22, 2026 ▶ 2:15 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
20VC Assertion Partly supported
Murdock: OpenAI and Anthropic Do Not Permit Frontier Model Customization
“What's happening is, is that you can't customize anthropic models or open AI models right now. Not the big frontier models. You're not allowed to do that.”
Jerry Murdock Aug 22, 2026 ▶ 11:05 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
20VC Assertion Contradicted
Murdock: Open-source models have never beaten frontier models on innovation
“There's never been a time yet where the open source model has trumped a frontier model on innovation yet. They might be better at specialization, but they certainly don't compete yet in sort of Complex and being able to do complex tasks.”
Jerry Murdock Aug 22, 2026 ▶ 18:13 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
20VC Prediction Held up
Jerry Murdock: Cursor will pivot strategy toward autonomous AI agents
“Now, my view is, yeah, well, but that team is really smart. They've got a lot of money and a lot of customers. They've got time to embrace autonomous agents, which is what I think they'll do. And they've got shots to pivot and figure out what the next directio…”
Jerry Murdock Feb 28, 2026 ▶ 4:35 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Assertion Supported
Jerry Murdock: Twitter had 30 employees and zero revenue when Insight invested
“When I invested in Twitter in 2009 there was 30 something people, no revenue.”
Jerry Murdock Feb 28, 2026 ▶ 49:40 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Assertion Supported
Jerry Murdock: E2B's AI agent sandboxes achieve 80-millisecond latency
“Well, EtoB has sandboxes that respond in 80 milliseconds.”
Jerry Murdock Feb 28, 2026 ▶ 15:56 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
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