The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

shows every show 44 of 44
every show
clear all ✕
20VC Assertion Open · timeframe Feb 2027
Jerry Murdock: AI startups are using autonomous agents to write code
“So if I look at real true AI startups like E to B or eventual or Lotus AI get dynasty. These are all native AI companies that are up and running Ovens, another great one. What's happening with them is they're all using open claw, nano claw, or one of their own…”
Jerry Murdock Feb 28, 2026 ▶ 3:28 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Jerry Murdock: Autonomous AI agents will feature dynamic LLM orchestration layers
“I think what's going to happen with the autonomous agents is ultimately they're going to have an orchestration layer where they can have multiple different LLMs, you know, that they can orchestrate on and triage workflows.”
Jerry Murdock Feb 28, 2026 ▶ 6:46 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Disclosure
Jerry Murdock: 80% of my venture investments returned under 1.3x capital
“About 80% of the investments I've made have returned less than 1.3 X. So it's the 20% that made all the money in my life and made all the impact.”
Jerry Murdock Feb 28, 2026 ▶ 11:42 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Feb 2031
Jerry Murdock: Salesforce won't melt overnight and will survive long-term
“Salesforce is like a Mount Everest, right? It's an 8000 meter peak sitting there. It's not going to melt overnight. That thing is going to be around for a long time.”
Jerry Murdock Feb 28, 2026 ▶ 17:57 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Insight
Jerry Murdock: New technology expands software markets before contracting them
“Normally when a new technology comes, it sort of expands the market before it contracts, because people are already in their momentum.”
Jerry Murdock Feb 28, 2026 ▶ 18:52 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Jerry Murdock: Autonomous agents will perform scheduling and marketing better than humans
“There's no question that anyone that inputs data into a computer that does scheduling that, you know, like an executive assistant or people doing marketing, those jobs are probably ultimately going to be better done by autonomous agents, white collar jobs.”
Jerry Murdock Feb 28, 2026 ▶ 24:59 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Jerry Murdock: Autonomous AI agents will not possess intuition anytime soon
“And so the one thing that the autonomous agents aren't going to have is intuition. Not anytime soon.”
Jerry Murdock Feb 28, 2026 ▶ 36:06 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Insight
Jerry Murdock: Most successful founders are socially challenged
“Most of the most successful people are going to be challenged socially.”
Jerry Murdock Feb 28, 2026 ▶ 37:45 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Opinion
Jerry Murdock: Skeptical of investing in remotely managed companies
“If I were to invest in a company, I would be very suspicious of remote management because human beings today need it.”
Jerry Murdock Feb 28, 2026 ▶ 45:07 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Opinion
Jerry Murdock: Peter Fenton and John Doerr were astounding venture pickers
“Peter Fenton John Doerr early on those guys were astounding at picking deals.”
Jerry Murdock Feb 28, 2026 ▶ 53:21 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Insight
Jerry Murdock: Suspicious of any consumer technology under one billion users
“Until you get to a billion users, I'm suspicious of any consumer technology.”
Jerry Murdock Feb 28, 2026 ▶ 55:14 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Jerry Murdock: Surviving five years will extend lifespan by five additional years
“If you can live another five years, you're going to extend another five years. So if you're, whatever state of health you're in today, if you make it five, five years, you're going to at least get five years in the back end.”
Jerry Murdock Feb 28, 2026 ▶ 1:00:05 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Insight
Murdock: Customizing models executes specific tasks cheaper than frontier models
“If you only have a million dollars to spend, You could spend that million dollars on customization and getting specific tasks done a lot more efficiently than you can on a frontier model.”
Jerry Murdock Aug 22, 2026 ▶ 16:46 The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
20VC Opinion
Jerry Murdock: Autonomous agents, not general AI, represent the real AI tsunami
“And in this case, it's autonomous agents. Autonomous agents is, is in my opinion, what the tsunami is about. Not just AI in general.”
Jerry Murdock Feb 28, 2026 ▶ 2:08 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Held up
Jerry Murdock: Cursor will pivot strategy toward autonomous AI agents
“Now, my view is, yeah, well, but that team is really smart. They've got a lot of money and a lot of customers. They've got time to embrace autonomous agents, which is what I think they'll do. And they've got shots to pivot and figure out what the next directio…”
Jerry Murdock Feb 28, 2026 ▶ 4:35 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Jerry Murdock: Small and medium businesses will adopt autonomous agents before enterprises
“I think the first companies that are going to go with this are going to be small, medium businesses, because they're the ones that, wow, one secretary makes a huge difference in their, in, in how they, you know, two, three, four person company, how they handle…”
Jerry Murdock Feb 28, 2026 ▶ 26:16 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Jerry Murdock: Autonomous agent adoption will determine VC and startup success
“That's going to be the deciding factor for venture capitalists. And startups. We're going to be on the same level playing field. How well do we use autonomous agents in our job?”
Jerry Murdock Feb 28, 2026 ▶ 34:46 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Insight
Jerry Murdock: Vintage timing is primary correlation to VC fund success
“Look across all VC funds and look at their vintage, whether it's a 99 vintage or a 2004 or 2005 vintage, and the one correlation you can make to success Was timing.”
Jerry Murdock Feb 28, 2026 ▶ 46:25 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Assertion Supported
Jerry Murdock: Twitter had 30 employees and zero revenue when Insight invested
“When I invested in Twitter in 2009 there was 30 something people, no revenue.”
Jerry Murdock Feb 28, 2026 ▶ 49:40 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Insight
Jerry Murdock: Job seekers should bring autonomous AI agents to interviews
“Well, I would have him go buy a Mac mini, have an open claw, And go to the job interview with his open claw.”
Jerry Murdock Feb 28, 2026 ▶ 52:24 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Assertion Supported
Jerry Murdock: E2B's AI agent sandboxes achieve 80-millisecond latency
“Well, EtoB has sandboxes that respond in 80 milliseconds.”
Jerry Murdock Feb 28, 2026 ▶ 15:56 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Disclosure
Jerry Murdock: Docker is transitioning toward a consumption-based AI pricing model
“One of my companies, Docker has been moving dramatically toward this as they move into AI, which is a consumption based model.”
Jerry Murdock Feb 28, 2026 ▶ 21:52 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Disclosure
Jerry Murdock: Insight Partners shut down Insight Europe after six months
“In the early days of Insight, the big mistake, we hired some famous guy to start Insight Europe. And after six months, we shut it down.”
Jerry Murdock Feb 28, 2026 ▶ 43:54 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Disclosure
Jerry Murdock: Has made over 100 personal investments post-retirement
“Every investment that I've done, which is over a hundred has come from someone close to me and said, Jerry, I need your help to help me think about this thing.”
Jerry Murdock Feb 28, 2026 ▶ 48:57 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
20VC Assertion Not checkable as stated
Jerry Murdock: Insight Partners closed its Twitter investment in under 30 days
“We did that investment less than 30 days from the time I met the team and the time we closed, and it turned out to be a watershed investment for the company”
Jerry Murdock Feb 28, 2026 ▶ 51:09 The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.