YouSaid · the spoken record

Jerry Murdock

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67
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2026-02-28
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2026-02-28
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  1. “agents notice it and that's what matters when an agent spins up literally a hundred thousand sandboxes in seconds that response time is critical”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “Well, it's always going to be a little bit different. What's happening now is the speed at which things are changing. Like, we have this company E to B and you think, okay, they do sandboxes. Great. If you talk to most technology people, they don't particularly put much of a emphasis on differences between sandboxes. It's just a thing that keeps your agents safe or keep whatever code you have safe. In reality, it's also a productivity tool. And for the agents, if you're making sandboxes for an agent, it's going to have a qualitatively different speed. For example, about 400 milliseconds is about a time period that humans can recognize a delay. So a lot of systems from mobile on that 400 millisecond time frame, and that's what most sandboxes are. Well, E2B has sandboxes that respond in 80 milliseconds. I'm like, wow, no one will ever notice it. He said, the”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “Yeah, so March of 2000, almost 26 years ago, tech stocks dropped between 30 and 40% across the board. And then if you missed a quarter, you were down over 50 or 60 percent. And we lived in that malaise march through the summer. And by the way, we were still able to get a couple IPOs out, but at lower multiples during that time. And we just sat in misery until 9-11, which what I call was the coup de gras to finish us off and the market got destroyed. And we were thinking, hey, you know, we don't do dot-com investments and insight. We're going to be fine because we knew that in 99 that there was a bubble and we knew that dot-coms were going to blow up. We said, look, it just can't be sustainable. There's not enough commerce. There's not enough people on dial up. You can't do commerce on dial-up. There's not enough fiber in the ground. So sure enough, there was a burst. However,”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “ask your question about the markets and they over rotate if you go to Wall Street you'll see the giant bull that's there in the statue it's because of a herd mentality and yeah i think investors are like hey i'm not a technologist i'm just going to sit back and watch this someone panicked maybe the others are just sitting on the sidelines what you're seeing is is less about panic selling because it'd be down a hell of a lot more than it is and what you're seeing is cautious on the sidelines buyers that are saying hey i don't see a deal here i'm not sure i have enough information to jump back into crowdstrike and bring the stock price up so is it an over rotation or is it just a pause where a lot of investors”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “I'll tell you, about 80% of the investments I've made have returned less than 1.3x. So it's the 20% that made all the money in my life and made all the impact. Money is just a sort of batting score for how much impact you had as an investor. That's the way I see it. And so there is nothing safe right now. You're going to have to watch who's going to execute the best.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “That's why you get paid the vape bucks, Harry, is that no one's going to tell you what's safe. I thought that was the point.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “answer that question is going to be decided by the autonomous agent, not developers. The agent is different than a developer. If you and I are developers, we're going to go and do something based on what our experience tells us, what we think, okay, let's go build something here and we're going to use an ASIC chip or whatever. The difference is an autonomous agent is probabilistic. So the probabilistic nature of an agent is going to say, I don't know which is better ASICs or use one of Jensen's chips. Why don't I just go out and get 10 Python libraries, run them in 10 different sandboxes, write the workload, and then to see which one performs better? That's what's going to happen. And so look for autonomous agents to have a more of a say in that.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “Depends on execution. This is the thing about the game, you know? Who's going to out execute? Who's going to get it more? A lot of people like to criticize meta here and there about being behind the game, but they have the balls to say no to Jensen. Sorry, Jensen, we don't need you. So why did he do that? Because he's betting on ASIC's chips. No question about it.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “Well, it's the thing that wasn't mentioned as to why he bought Grok. He needs that capability so that he can handle A6 chips eventually, right? I mean, because Grok, those guys know how to put memory right on the chip. And so that's automatically an ASIC chip today. And so I think Grock is not just about handling different types of workloads and getting memory on the chip. It's about making sure that CUDA can also support ASIC chips. They know it's coming. They absolutely know what's coming. And so I think the Grok acquisition is going to help them make sure that CUDA is viable for the ASICs explosion that's coming.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  10. “Part of the word let's use an open source model like Deep Seek Llama 3 whatever, you know, and they're going to start from a big picture. Maybe this is going to happen as soon as orchestration gets solid enough. They're going to have to determine where the workloads go for reasoning models, which is going to be super powerful. And my guess is this will lead to the rise of open source models more proficiently. And that's going to lead to the rise of ASIC chips because what's going to happen with ASICs is you're going to put the model on the chip. You know, ASIC is going to be a lot cheaper, a lot more tunable for a specific workload than an expensive chip from Jensen. So I think we're going to see massive development of autonomous agents influencing open source models and ASICs chips. From the big picture, that's a revolution.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  11. “Out, which was Linux, Apache web server, MySQL database, and PHP front-end development tool. And that led to the explosion in 2004-2005 of websites and ultimately commerce. Google went public in 2004 and rode that wave brilliantly. And I think in the same thing with autonomous agents that you're going to find the open source community coming out with the stack, right? Right now you've got a reasoning layer that's dominated by Claude and Codex and Gemini. I think what's going to happen with the autonomous agents is ultimately they're going to have an orchestration layer where they can have multiple different LLMs that they can orchestrate on and triage workflows. They'll triage workflows to say, hey, for this part of the workflow, let's use Claude. They're expensive tokens, but they're going to get the job done better. And for this other...”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  12. “Great question. Look, first thing you got to do is look at OpenCall and look at the community, the commitment to open source and the number of people developing for it. I mean, you can look at huge companies like OpenAI and you can look at Anthropic putting massive resources. And then you look at open source and you've got sheer numbers of people doing integrations, massive amounts. If that community keeps accelerating and growing, we're going to see agents do incredible things that they don't have today. When I think of an autonomous agent, first of all, we're going to have to come up with what we call the claw stack or some form of stack for the autonomous agent. Back in, you may not remember, back in 2003, 2004, we were post-9-11. The world was miserable. People couldn't afford to build websites with sun servers and Oracle databases, which were expensive. But the LAMP sack came.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  13. “Yeah, I'll tell you, so for most of the companies I just mentioned, their view, as they've told me, is cursor is obsolete. That's where the product is today. Now, my view is, yeah, but that team is really smart. They've got a lot of money and a lot of customers. They've got time to embrace autonomous agents, which is what I think they'll do. And they've got shots to pivot and figure out what the next direction is. But, you know, in the AI business, you've got to be going where things are going to be”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  14. “If I'd look at real true AI startups like E2B or Eventual or Lotus AI, Get Dynasty, these are all native AI companies that are up and running Avans, another great one. What's happening with them is they're all using open claw, nano claw or one of their own homemade autonomous agents. And I think that's not obvious yet in the marketplace because it's only about two months old. These guys have been doing it for anywhere from two weeks to six weeks, roughly, that have brought in autonomous agents to actually write code. That's the thing that I think is mind-blowing.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  15. “I'm not a doom sayer, but I am one to say, look, change is coming fast and you need to anticipate that. You need to be on top of that. And, you know, the idea of, oh, I can just bolt on AI to my company. It's possibly true. You can maybe get an exit. But being AI native and thinking that way is going to make you a better company and thinking deeply about what is going on in the communities that are driving the tsunami, right? Those open source communities that are popping up in massive amounts, they're the ones that are going to have the big impact.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  16. “Well, the first thing to think about a tsunami is that it's harmless when it's out at sea. It's only dangerous when it hits the beach. That's number one. Number two, it's messy. You're going to get it maybe an earthquake or two notifying there's something possibly coming. And it's not just one wave. There's these pre-peak waves and post-peak waves, but there's an event coming that is more than a single product. And in this case, it's autonomous agents. Autonomous agents is, in my opinion, what the tsunami is about, not just AI in general.”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source

  17. “Most of the companies I just mentioned, their view, as they've told me, is cursor is obsolete. What we have with the tsunami happening is a wake-up call to move to higher ground. Don't get caught on the beach when the damn thing hits the beach. Move to higher ground. You really don't know the edge unless you go over it. If I have any wisdom at all, it's because I fucked up so much and I've learned from it. Here's the secret. Here's the real secret. I never left the game. I was lucky because I was losing money every year I've been in this business. failed money does not come with instructions”

    2026-02-28 · The Twenty Minute VC · 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 · IDENTIFIED FROM THE TRANSCRIPT · source