About this episode
? ???????????????????????20VC?20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners???? Jerry Murdock ?????????????? Insight Partners ??????????????? 900 ????????? 2009 ???????? Twitter??????????Jerry ?????????????????“?????”?Autonomous Agents????????????????????? SaaS??????????????????????????????????? Cursor ??????????????????????????????????????????????????????????????????????????????????????????? 30 ??“??”??????????????????????? ????Jerry Murdock?Insight Partners ???????????????????????????????? Twitter?Docker?Carta ?????????????????????????????????????????? AI ????????? ???00:00 ?? & ????AI ???????????01:17 ????????????????????03:15 ???????????? Cursor ??“??”?04:26 “Claw ??”??? LAMP ???AI ????????05:51 ????????? GPU ? ASIC ?????????????????11:51 ?????System of Record????Salesforce ???????14:43 ??????????????????????????16:46 “?? AI”?????????????? AI ?????AI ?????????17:15 ?????????????????????19:59 ???????MVI??AI ????????21:39 ?????10 ??????????????30 ????????25:34 ??????? vs ?????????“??”?“????”28:13 ??????????????????????????31:58 Insight Partners ??????????????????35:15 Twitter ???????????“??????”?????38:02 ??????????????????????????? ????? AI ??????????????Jerry ????????Autonomous Agents??????????????????????????“?? AI”????? AI ??????? 2000 ????????????????????????????“??”????? ????????????????????????????????????????????????Seat-based????????????????????Consumption-based??????????????????????????????????????????? ?????“ASIC ??”Jerry ??????????????????????? GPU????????????????????? ASIC ??????? Meta ???????“?”?????? Grok ??????????? ???????“????”??? 30 ???????Jerry ???????????????????????????????????????“????”?????????????????????????????????????????????? ???????????“??????????”Jerry ??????????????????????????·???????????????????????????????????????????????? ??????????????????????????????????????????? AI ??????????????????????????????????????????????iEvenight
