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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