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

So you have to pick very well and they have to compound properly, okay? voice-verified

Some of your, like the average LP, average top LP, I remember writing this up in SaaS in 2021, in 2021 had 90% IRR, like the top quartile of LPs had 90% IRR. voice-verified

It did not last. voice-verified

2026 will look like that. voice-verified

I bet the top LPs will have 90% IRR this year, okay? voice-verified

Some LPs will only invest in those managers and that's great. voice-verified

Others will take the pen longer. voice-verified

But and so you can do these other deals or or to his point, I think you can do both. voice-verified

Like the answer might be to do both. voice-verified

And the real truth is you should do every great deal you should see if you have enough capital. voice-verified

OK, every great deal. voice-verified

OK, so if he sees five voice-verified

Instincts and Harvey's year, and he sees five triple, triple, double doubles that he can own 20% of and can achieve the requisite IRR, right? voice-verified

This is why I worry about the exits. voice-verified

You should do both, right? voice-verified

It's okay. voice-verified

You'll blend to 60% IRR. voice-verified

But I do think, I think you're gonna lose LPs to your point, but I do think voice-verified

Many LPs that have been around will still back repeat managers that deliver north of 30% IRR. voice-verified

If you look at all the numbers, that's pretty rare, man. voice-verified

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