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AI Summary
- Jeff Horing cofounded Insight Partners and built $100B+ AUM through legendary sourcing machine of 60-80 people systematically calling companies worldwide
- Contrarian 'one fund' strategy deploys $12B across $10M growth deals to billion-dollar buyouts, creating competitive advantages through scope diversity
- Five-ingredient framework for perfect investments and analysis of AI as TAM accelerator, with focus on talent diaspora and scale mechanics