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

11. voice-verified

If the margins, if, if, if... voice-verified

Super fan. voice-verified

Both great companies. voice-verified

If the margins are minus 50%, I will still recommend we do factory and back Harry's investment here. voice-verified

And I'm going to, I'm going to, unfortunately, I love Rory, but if I have a vote, I'm going to vote against his proposal. voice-verified

I understood the margins were closer to zero and improving due to their, their, their own, their post-training on their own version of a open weights model, but minus 50. voice-verified

Rory should have told us about that before the IC. voice-verified

I felt that was a Monday shocker and I'm a little, I'm a little uncomfortable with the kid on the team for not disclosing, socializing that ahead of time. voice-verified

Funnily voice-verified

mean, to be honest, as you know, the fund doesn't believe there's anything really defensible in these data center models other than the backlog and access to infrastructure. voice-verified

But we believe Crusoe is at the top of the second tier there, right? voice-verified

They have some interesting things, right? voice-verified

They're able to build their own modular data centers, right? voice-verified

They own the chain from power to tokens. voice-verified

There's a lot of appealing things in this. voice-verified

I think our approach at the fund needs to be a portfolio approach. voice-verified

We should invest in all the data centers that rise above a certain level of projected DCF, projected growth, projected margins, and most importantly, guaranteed circular financing. voice-verified

As much as I love the boys at Crusoe, this is all a spreadsheet investment. voice-verified

I've done the math and I believe it's just below the fold. voice-verified

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