Jerry Murdock is the Co-Founder of Insight Partners, which manages over $90 billion in assets. Jerry personally backed companies including Twitter, Nest and Docker, while Insight's portfolio includes giants such as Shopify, Wiz and monday.com. Across three decades, Insight has helped produce 55+ IPOs and become one of the most powerful technology investment firms in the world. ----------------------------------------------- Timestamps: 00:00 Intro 01:15 Will the AI Bubble Burst? 03:43 The Warning Signs in Credit Markets That Nobody Is Counting 05:09 Japan's $1 Trillion in Treasuries 07:17 If There's a Credit Dislocation, Half the Neo Clouds Go Away 09:57 Millions of Specialized Models vs a Handful of Frontier Providers 12:39 Open Source vs Frontier: Token Traffic vs Dollar Traffic 16:58 The Demand for Intelligence Is Endless 18:53 Should Enterprises Be Scared Frontier Labs Will Eat Their Lunch? 21:24 The Golden Age of Cyber 23:02 Why Sandboxes Are the Most Important & Most Underrated...