20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
- Published
- August 22, 2026
- Duration
- 1h 6m
- Summary source
- description
- Last updated
- Aug 22, 2026
Discusses ai, investing.
Summary
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 investme…
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Show notes
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. AGENDA: 00:00 — Is the AI Bubble About to Burst? 11:00 — Will Half of All Neoclouds Disappear Within 36 Months? 13:00 —
Themes
- ai
- investing