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Jeff Horing

Co-Founder & Managing Director, Insight Partners

Search every verified Jeff Horing interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. At the Future Investment Initiative in October 2023, Jeff Horing discussed the state of AI investment. He stated that the primitives of AI are data and compute, and argued that enterprises need their data in the cloud to fully leverage it, which he said has driven growth for hyperscalers and data platforms like Snowflake and Databricks. Horing noted that Insight Partners is a large shareholder of Nvidia and said the company's data center revenue growth was underestimated because AI adoption is occurring faster than forecast. He added that companies in competitive industries risk being left behind if they do not use AI for tasks such as code generation or sales center transformation. Horing identified infrastructure players and customers as the two obvious winners in AI, and said he would not be surprised if the majority of value capture goes to established incumbents that add AI features, though he said startups will still perform well. He described an initiative at Insight Partners to create 10% productivity gains across operational functions in its software companies over the next 24 months. Horing also observed that AI-native businesses face different unit economics than traditional SaaS, because significant compute costs change gross margins and cost of goods sold. He stated that the financial benefits enterprises are seeing from AI are so profound that they will drive adoption at an unusual pace, and that even if hype cycles or bumps occur, the incentives of large listed companies will keep the cycle moving forward.

Recent appearances

  • 5 Ingredients for the Perfect Investment | Jeff Horing Interview

    September 16, 2025 · 📺 Invest Like The Best

    Jeff Horing, founding partner of Insight Partners, shares his approach to building one of the world's largest venture capital firms. In this rare interview, Horing discusses Insight's unique one-fund strategy, systematic sourcing process involving 60+ people, and how they've graduated 16-18 fund managers who started their own firms. He breaks down the "college-level math" behind evaluating software businesses, explains why gross retention matters more than net retention, and reveals his five ingredients for the perfect investment. The conversation covers Insight's evolution from growth equity…

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  • AI Investment: What Makes This Time Different? Hani Enaya, Brad Gerstner, Jeff Horing, Umesh Sachdev

    October 26, 2023 · 📺 FIIInstitute

    "Vision: AI Investment: What Makes This Time Different? Powered by Sanabil" took place at the Future Investment Initiative 7th Edition on October 24th, 2023. Investors now stand at a critical juncture to wield their influence and nurture the development of artificial intelligence from the technology’s infancy to adolescence, where AI’s transformative capabilities and power will increase dramatically. In this era of unprecedented capital flows to the sector, will investors introspect their responsibilities and embrace robust frameworks to ensure that AI remains a profound force for good? Mode…

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  • Accelerate 2017: Predicting the Future: Where Tech is Taking Us

    July 07, 2017 · 📺 VTS

    Hear from the world’s top VCs on the tenant of the future and how technology is changing the commercial real estate asset class. Speakers: Jeff Horing, Founder, Managing Partner, Insight Venture Partners Scott Maxwell, Found, Managing Partner, OpenView Venture Partners Jeremy Levine, Partner, Bessemer Venture Partners Subscribe to hear more from VTS Blog: http://blog.vts.com/ Facebook:   / viewthespace   Twitter:   / viewthespace   Instagram:   / viewthespace  

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  • NOAH12 London - Interview with Jeff Horing, Insight Venture Partners

    December 05, 2012 · 📺 NOAHConference

    Interview with Jeff Horing, CEO of Insight Venture Partners by Marco Rodzynek, CEO of NOAH Advisors at the NOAH 2012 Conference in London, Old Billingsgate on the 6th of November 2012. Note: Unfortunately, we encountered some problems with the audio source during the recording of this presentation. Please excuse the inconvenience. --- NOAH Conference is Europe’s premier networking conference for the digital ecosystem where senior industry executives, world-class investors and rising startups gather to discuss market trends, form business partnerships and explore the latest innovations. http…

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →