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.
AGENDA:
03:50 There is an AI Tsunami Beginning
05:43 Cursor is F***** and Everyone Knows It
07:28 How Open Source Will Crush in an Agent First World
10:20 Is NVIDIA F****
17:32 Are Systems of Record Dead in an Agent-First World
21:04 Humans Will Not Buy Software, Agents Will…
24:57 Universal Basic Income Will Have to Happen, Mass Unemployment is Coming
30:54 What Happens to Tech Private Equity: Is Thoma Bravo F******
37:50 What Single Decision Does Jerry Regret Most… Why?
41:45 Single Biggest Mistake With Insight… What Did Jerry Learn?
45:26 Why is Now the Best Time to Start a Fund
47:03 The Twitter Bet that Made $90BN Insight
49:34 Biggest Marriage and Parenting Advice
56:04 Will Agents Help Us Live Forever
