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Jerry Murdock, co-founder of Insight Partners, a veteran with over 30 years in venture capital, discusses the fundamental shift from traditional SaaS to an AI-native economy driven by autonomous agents.
"Most of the companies [in the portfolio]... their view as they've told me is Cursor is obsolete. That’s where the product is today." - Jerry Murdock (Discussing the rapid obsolescence of current AI…
"If you want to own the future, you kind of have to be in the privates right now." - Lucas Swisher (On the shift of value creation from public to private markets) [00:05:02](https://www.youtube.com/watch?v=Hom5OMMzOQ0&t=0h5m2s)
"I think price does matter, but I think it matters least... when a company is growing exponentially, 10x year on year, 50x year on year... valuation is the last question we try to…