The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock

Jerry Murdock, co-founder of Insight, shares his insights on the evolving landscape of AI and venture capital. He likens the current AI wave to a tsunami, emphasizing the importance of preparing for autonomous agents, which he views as the core of this technological shift. Murdock suggests that companies need to be AI-native rather than bolting AI onto existing structures, and he highlights the potential of open-source communities like OpenClaw to drive innovation. The conversation touches on the shift from Jensen chips to ASICs, the commoditization of models, and the potential impact on labor forces, even considering the possibility of a minimum viable income. Murdock also reflects on his investment philosophy, emphasizing the importance of intuition alongside logic and the need to embrace change to avoid obsolescence.