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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
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 — Can Open Source Models Actually Beat OpenAI and Anthropic?
22:00 — Are We Entering the Golden Age…
The skinny
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