CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Jerry Murdock

Co-Founder, Insight Partners

Search every verified Jerry Murdock interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jerry Murdock, co-founder of Insight Partners, recently appeared on a podcast to discuss the state of the technology investment landscape. During the conversation, he expressed skepticism about the sustainability of the current AI boom, suggesting that a market correction is possible. He stated that in the event of a "dislocation," hyperscalers are best positioned to survive, potentially acquiring assets from weaker competitors at lower prices. Murdock also predicted that at least half of the "neoclouds" would disappear within 36 months. Murdock also commented on the AI model market, disputing the idea that "a token is a token." He argued that companies like Fireworks, which help customize models, increase the value of tokens through that customization. He expressed more confidence in AI infrastructure investments than in application-layer companies, stating he was "not buying" the latter for legal or app layers. Additionally, he discussed blockchain, noting that while some cryptocurrencies face risks, new use cases like tokenizing stocks or using blockchain for payment rails could represent genuine innovations.

Recent appearances

  • The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock

    August 22, 2026 · 📺 20VC with Harry Stebbings

    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…

    Watch on YouTube ↗

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

    February 28, 2026 · 📺 20VC with Harry Stebbings

    Jerry Murdock is a co-founder of Insight Partners, one of the world’s leading growth equity firms. A pioneer in scaling software and internet businesses, he has helped back and build some of the most successful technology companies of the last three decades, shaping modern growth investing. ----------------------------------------------- Timestamps: 00:00 Intro 01:15 Autonomous Agents: The Tsunami Analogy for AI 05:02 The Future AI Orchestration Layer 07:28 The Rise of ASIC Chips & Nvidia's Threat 11:08 How to Invest When Anthropic Can Kill Your Startup 13:26 Parallel to the Dot-Com Crash o…

    Watch on YouTube ↗

  • The Artistry and Scholarship of Shakespeare

    August 18, 2020 · 📺 The Aspen Institute

    Featuring Folger Shakespeare Library Director Dr. Michael Witmore, Insight Partners Co-Founder Jerry Murdock, and Utah Shakespeare Festival Artistic Director Brian Vaughn, in conversation with Movers and Shakespeares Vice President and longtime Aspen Institute Moderator Ken Adelman. Virtual event, 5:00 – 6:30pm MDT

    Watch on YouTube ↗

  • The Art of Decision Making | Jerry Murdock | Conscious Capitalism

    December 06, 2018 · 📺 Lead With Love

    The Art of Decision Making | Jerry Murdock | Conscious Capitalism | Lead with Love Jerry Murdock discuss the art of making a decision as a business leader and entrepreneur. Lead with Love is a social impact organization committed to shifting culture from fear to love. Events, programs and trainings focus on: heart-centered leadership, optimal wellbeing, service, connection and joy. SUBSCRIBE for new content weekly. Join us: Website: http://bit.ly/LWLwebsite Facebook: http://bit.ly/LWLFacebook Instagram: http://bit.ly/LWLInstagram copyright, all rights reserved, Lead with Love 2019 #…

    Watch on YouTube ↗

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 →