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
Feb 28, 2026
· 1h 1m
<p dir="ltr">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. </p> <p dir="ltr">AGENDA:</p> <p dir="ltr">03:50 There is an AI Tsunami Beginning</p> <p dir="ltr">05:43 Cursor is F***** and Everyone Knows It</p> <p dir="ltr">07:28 How Open Source Will Crush in an Agent First …
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