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

Like we peak at some point in our careers as investors and they decay. voice-verified

Maybe you build a team or whatever, but- voice-verified

So do you chase returns or do you take risks that the returns are coming? voice-verified

It's very hard to be, to invest in seed manager. voice-verified

Like, and a lot of the best ones have big, have weird strategies. voice-verified

It's complicated. voice-verified

So you have to look, so you have to look for pre, you have to go pre-inception. voice-verified

You have to look for precursors. voice-verified

I think it's actually in some ways harder as an LP today than it is in more normal times because you're so tempted to chase returns and you won't get into the next one because you will, you will screen it out, right? voice-verified

You will screen it out. voice-verified

I think this is a good risk to take. voice-verified

First of all, I will caveat, I'm not as much of a factory expert as you. voice-verified

I know it's your investment, this one, Harry, so you're the deeper expert than I am. voice-verified

But there's certainly one obvious and one mostly obvious trend. voice-verified

The second one you got in one of your 20 VC other podcasts this week. voice-verified

One, obviously the... voice-verified

Whatever model we have for inference, for coding, and otherwise, it's too low. voice-verified

The demand is only going up, whether Muse gets it, or Factory gets it, or Anthropa gets it. voice-verified

And I don't know how each token will be monetized directly, or whether it'll be Fav, but the demand is going to exceed already our most wild models. voice-verified

There's a couple of things that make me excited about Factory, just having gotten back from the Dreamforce, which is one of the world's largest enterprise software conferences all about AI. voice-verified

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