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

Marketing annoyed me that every CMO at like Saster A annual two years ago was buying clay. voice-verified

I mean, more power to the founders, but this check the box because I'm gonna get fired annoyed me. voice-verified

I will tell you, I've changed my mind. voice-verified

And our agents will only use clay now, for real. voice-verified

They will use nothing but clay. voice-verified

And so as we move from AEO and GEO and whatever EO to agent-made decisions, the fact our agents would only use clay, that I think it's a BF deal. voice-verified

And so we have moved everything voice-verified

Everything that we do to clay, not only because it's a great product, but it's not worth arguing with the agents. voice-verified

Like this is the most stubborn I've seen our agents. voice-verified

really did, but I only have so much time in the day. voice-verified

If the agent's gonna say six times you must use clay, I will concede defeat and use clay. voice-verified

So in a sense, I think it might be the cheapest it's ever been at seven billion. voice-verified

Because if we're moving to an agent first world and agents will insist on using products. voice-verified

Now it may not last. voice-verified

Maybe the agents will say something different in a year. voice-verified

But I have uh this is one of a handful of products where the agents were so insistent you must. voice-verified

use clay that I'm all in on those buy those g buy like load up those stocks. voice-verified

The bull case is that agentic GDM has just started, right? voice-verified

And much like the three of us made a mistake not going early into cognition because we thought the TAM was too small, we also thought the TAM was too small for a Gentic GTM. voice-verified

We thought the TAM was the same as it was. voice-verified

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