Rory O'Driscoll

speaker

642 appearances 1 recordings 1 series first heard Sep 2026 last heard 3d ago

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 — 1 in all, peaking in Sep 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating? · 24 Sep 2026 podcast

And that's that's an interesting question. voice-verified

But let's say you wanted to be let's say you wanted to be conservative. voice-verified

What do you do? voice-verified

Invest in the company at 50 million, growing 60 percent a year and hope it reaccelerates and is worth three times revenue and sells to Bending Spoons. voice-verified

I mean, what's the plan B? voice-verified

Like Bending Spoons looks at a thousand deals a year and still only does two. voice-verified

Or four. voice-verified

Where am I going to sell these more conservative companies that are going to compound at sub-AI rates for 40 years? voice-verified

I just don't know who's going to buy them. voice-verified

If there is a market for these assets, so be it. voice-verified

I love the quiet compounders. voice-verified

There's just no market for them anymore. voice-verified

come voice-verified

if you're burning nothing and the price is right and I can get my 20% ownership, voice-verified

much harder. voice-verified

But you know, Harry, here's the thing. voice-verified

Here's my view. voice-verified

I think you're right. voice-verified

Having said that, I think Gokul's model is to do that. voice-verified

And no matter what you call that model, you still have to achieve IRRs north of 30. voice-verified

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