The Twenty Minute VCThe SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
Episode Details
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 ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #jerrymurdock #founder #claude #ai #cursor #unemployment
SPEAKERS
Jerry Murdock
guestHarry 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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