Why Cursor is Dead? An AI Tsunami is Coming & You Need to Prepare

20VC

Feb 28, 2026

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Jerry Murdock is the Co-Founder of Insight Partners, one of the most formidable growth investors of the last three decades, with over $90 billion in AUM and a portfolio that has shaped the modern software economy. Jerry never does podcasts, and so this is his first-ever long-form interview.

In Today's Episode We Discuss:

  • There is an AI Tsunami Beginning

  • Cursor is F***** and Everyone Knows It

  • How Open Source Will Crush in an Agent First World

  • Is NVIDIA F****

  • Are Systems of Record Dead in an Agent-First World

  • Humans Will Not Buy Software, Agents Will…

  • Universal Basic Income Will Have to Happen, Mass Unemployment is Coming

  • What Happens to Tech Private Equity: Is Thoma Bravo F******

  • What Single Decision Does Jerry Regret Most… Why?

  • Single Biggest Mistake With Insight… What Did Jerry Learn?

  • Why is Now the Best Time to Start a Fund

  • The Twitter Bet that Made $90BN Insight

  • Biggest Marriage and Parenting Advice

  • Will Agents Help Us Live Forever

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© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.