Guests

Jerry Liu

LlamaIndex

1 episode on Chain of Thought

Jerry Liu is the co-founder and CEO of LlamaIndex, which became the indexing and retrieval layer behind a generation of RAG apps. On Chain of Thought he argued that the AI framework era he helped create is ending, and explained the company’s pivot to managed document infrastructure with LlamaCloud and LlamaParse on the bet that context quality is the durable moat.

AI Agents

• The AI Framework Era Is Over: Why Context Is the Moat | Jerry Liu Jun 3, 2026 · Transcript