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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 2 of 2

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 2 of 2

Cursor is Obsolete: How Claude Crushed Them | Insight Partners Co-Founder, Jerry Murdock | 20VC w/t Harry Stebbings

**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 their view as they've told me is Cursor is obsolete.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…

Mar 2, 2026·20VC
Cursor is Obsolete: How Claude Crushed Them | Insight Partners Co-Founder, Jerry Murdock | 20VC w/t Harry Stebbings

Insights from Coatue's Growth Investor Lucas Swisher | 20VC with Harry Stebbings

> "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…

Feb 25, 2026
·20VC
Insights from Coatue's Growth Investor Lucas Swisher | 20VC with Harry Stebbings
Source
20VCAICursor
+66 more tags
FinanceInsight PartnersJerry MurdockPE/VCPodcastTechnology

Cursor is Obsolete: How Claude Crushed Them | Insight Partners Co-Founder, Jerry Murdock | 20VC w/t Harry Stebbings

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 their view as they've told me is Cursor is obsolete.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…

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UJ
Mar 2, 2026
Source
20VCAICoatue
+44 more tags
Finance
PE/VC
Podcast
Technology

Insights from Coatue's Growth Investor Lucas Swisher | 20VC with Harry Stebbings

"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…

View Full Article
UJ
Feb 25, 2026