The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners
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Feb 28, 2026 
Jerry Murdock, co-founder of Insight Partners and veteran growth investor, shares a first long-form interview. He warns of an AI tsunami driven by autonomous agents. Conversation covers open-source agent stacks, why many systems of record may lose value, migration from GPUs to ASICs, and how agents will change who buys software and reshape private equity.
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Autonomous Agents Are The Tsunami
- Autonomous agents are the core of the upcoming AI tsunami, not just incremental AI improvements.
- Jerry Murdock calls the wave dangerous only when it hits the beach, emphasizing a systems-level shift toward agent-first design.
Open Source Will Build The Agent Stack
- Open source communities will build a "claw stack" for agents with orchestration across multiple LLMs and routing decisions.
- Jerry compares it to the LAMP stack era and predicts model orchestration, open models rising, and ASIC chip specialization.
Incumbents Must Embrace Agents Fast
- If you're a company like Cursor, pivot quickly to embrace autonomous agents or risk obsolescence.
- Jerry warns incumbents must adopt agent-native approaches despite existing customers and cash runway.