PERSON DIRECTORY
Jerry Murdock
Jerry Murdock appears in 2 indexed conversations across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
AI bubble will burst, half of neoclouds die; Meta meh, Microsoft mega
Murdock places a potential AI-bubble correction between October 2026 and March 2027, citing hyperscaler debt, narrow private-debt spreads, and Japan’s Treasury sales as possible triggers.At least half of neoclouds could disappear within 36 months, while Fireworks stands out on capital efficiency; OpenRouter’s 5% markup may face disruption within three to five months, with sandbox security unresolved.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
Autonomous agents are already writing code at Murdock’s AI-native portfolio companies, prompting the reported view that $27–30B Cursor is obsolete even as its team may still pivot.Agents could become software buyers, shifting pricing toward consumption and challenging non-agent software within “maybe 6 months, maybe a year, maybe 18 months,” while open-source models, orchestration, and ASICs reshape infrastructure.