The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock

ℹ️ EPISODE INFO

Released

February 28, 2026

Duration

1h 0m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Jerry Murdock is a co-founder of Insight Partners, one of the world’s leading growth equity firms. A pioneer in scaling software and internet businesses, he has helped back and build some of the most successful technology companies of the last three decades, shaping modern growth investing. ----------------------------------------------- Timestamps: 00:00 Intro 01:15 Autonomous Agents: The Tsunami Analogy for AI 05:02 The Future AI Orchestration Layer 07:28 The Rise of ASIC Chips & Nvidia's Threat 11:08 How to Invest When Anthropic Can Kill Your Startup 13:26 Parallel to the Dot-Com Crash of 2000 20:22 Agents as Employees: The New Reality 24:19 AI & the Labor Market: Which Jobs Go First? 27:39 UBI as the Policy Response to AI 30:35 Billion-Dollar One-Person Companies 36:37 Intuition vs Wishful Thinking in Investing 46:04 The Single Most Important Factor in VC 47:32 Is Now the Best Time Ever to Start a New Fund? 49:21 The Twitter Bet: What Jerry Saw in 2009 52:10 Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Jerry Murdock on X: https://twitter.com/aspenjfm Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #jerrymurdock #founder #claude #ai #cursor #unemployment

🎤 SPEAKERS

• Jerry Murdock

  guest

• Harry Stebbings

  host

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Jerry Murdock and Harry Stebbings, The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock explores autonomous agents trigger SaaS upheaval, reshaping investing, work, and infrastructure Murdock frames autonomous agents as an approaching tsunami: manageable at a distance, destructive once they “hit the beach,” with multiple waves and messy second-order effects.

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