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

But man, especially for investing, game on, man. voice-verified

Just like let's level up the next round. voice-verified

I do think it's more than that. voice-verified

I think you're right, of course, Roy. voice-verified

I think it's more that just NVIDIA is playing an endgame now where it has to win every segment of the market. voice-verified

It just has to win open weights. voice-verified

And if that means overpaying for Hugging Face and 110 million in ARR, if that if that means subsidizing whoever, it doesn't matter. voice-verified

It's not that it I I I don't know that NVIDIA wants open weights to beat Grok and open airing. voice-verified

It just needs to, it's just clear, and that was why that memo for voice-verified

From a couple weeks back or memos that Jensen did his first tweet ever, right? voice-verified

In support of open weights. voice-verified

They just have to win all he's just committed to winning everything. voice-verified

Whatever LLM, whatever inference is, he's committed to winning the a majority stake, seventy percent, eighty percent of every dollar here. voice-verified

And so twelve point nine is uh you know, no way I think it's worth it in isolation. voice-verified

But if it helps reinforce that, it's it's it's utterly defensible. voice-verified

It's utterly defense. voice-verified

But it's a moment in time I would sell too. voice-verified

I would sell uh glam, good job. voice-verified

I would sell too. voice-verified

What did I start off as social network for people like pets or something like that? voice-verified

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