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.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN · 3 Sep 2026 podcast

Agents are exploding to Rory's point. voice-verified

Instincts exploding. voice-verified

I want some exposure to this space. voice-verified

I don't know whether Thinking Machines is the right one, but I need some exposure to this space. voice-verified

Like I need some exposure to the router space. voice-verified

And um the world's moving so fast that like you have to make these decisions. voice-verified

But I still think there's some similar thinking. voice-verified

I've got voice-verified

I'm not sure if it's instinct, but it seems hot. voice-verified

And I I just have to get the exposure in in a fast moving market. voice-verified

To me, the more interesting thing for cognition is like, you know, that it isn't in the in the top two or three, and it's still of that scale, right? voice-verified

Years ago I wrote a post and I called it the Postmates Effect. voice-verified

Uh where I think I think it was Sequoia said they never thought they could make money off the number three in a market, like Postmates, right? voice-verified

But then when times were good, it got bought for a couple billion. voice-verified

That that back then, a couple billion was like a lot of money, right? voice-verified

I don't know if kids remember. voice-verified

But I called that the Postmates Effect. voice-verified

So cognition is like the voice-verified

Greatest now, cognition is different. voice-verified

It's long running. voice-verified

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