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

And I said last week on the show, like if your portfolio companies aren't deep into their 20s, 27 roadmaps, they're failing. voice-verified

Okay. voice-verified

It is true. voice-verified

Like we just build features that used to take a quarter, a year can be built not really in an hour or five minutes, but can be built in a week or a month. voice-verified

And so if you look at your best portfolio companies, look how fast they're ship, how much they're not just fast, how much they're shipping. voice-verified

So there's a financial TAM. voice-verified

Which has some theoretical headwinds, but literally the amount of code we're building is a hundred X. voice-verified

And so that's what we got wrong. voice-verified

We didn't realize we would all be building compound companies, compound startups, we would all be building a hundred times more software. voice-verified

We got that wrong when the show started. voice-verified

That's where I think we got the TAM wrong. voice-verified

You have no choice. voice-verified

You can't win because your competitors are compound startups. voice-verified

They're all overlapping at a pace we never saw before. voice-verified

They're all competing at a pace we never saw before, right? voice-verified

May maybe we get confused because that we LMs we talk about a lot are these still horizontal platforms in many ways, right? voice-verified

They're not building hundreds of applications despite claw design and this and that. voice-verified

But JFC, the rate of convergence of competitors for B2B applications, we've never seen this. voice-verified

Well, you you listen, I mean it's if you're not shipping this and this was the cognition. voice-verified

Remember when that went, what's his name, the CEO? voice-verified

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