Rory O'Driscoll

speaker

27,964 appearances 52 recordings 3 series first heard Dec 2025 last heard 3 Sep

Rory O'Driscoll’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 52 in all, peaking in Jul 2026 with 10.

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NVIDIA is crushing it, everyone's gonna crush it. voice-verified

Literally, the amount of code we're building is a hundred X. voice-verified

We didn't realize we would all be building compound companies. voice-verified

Again. voice-verified

It was kind of interesting that I think the CFO said, Enough enough complaining and kvetching about the round trip deals. voice-verified

Okay. voice-verified

They're working for us. voice-verified

Between that, you know, another whatever, thirty-five billion dollar deal with Anthropic, right, for their data center. voice-verified

Any misgivings we have in the short term have been disproven here. voice-verified

Your level, Harry, and I just overshot. voice-verified

I think in general, you know, NVIDIA's market share remains dominant, especially by revenue, right? voice-verified

So broadly speaking, and listen, everyone's buying ahead. voice-verified

There's a there's a capacity war, but broadly speaking, if NVIDIA's crushing it, everyone's gonna crush it. voice-verified

Like everything's green. voice-verified

Now, could individual competitors could their positions ebb and flow open AI versus anthropic, Harvey versus Lagor, whatever, sure. voice-verified

But it just means expanding. voice-verified

And the growth fund like Andreessen. voice-verified

Everything is green, green, green for now. voice-verified

And this includes NVIDIA's backlog, NVIDIA's forward bookings. voice-verified

And if NVIDIA gets a hiccup, we can excuse it, but it should be a yellow light. voice-verified

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