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 --...