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Rory O'Driscoll

๐Ÿ‘ค Speaker
1063 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

I credit you and you're brilliant at it, Jason.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

But doing the glitch in the matrix, I see what others don't.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

That's tough.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

It's not, but it almost is today.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

And that's kind of the weird thing with AI companies.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

There's only an element of picking if you believe that company growth is nonlinear and will continue to be.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

If you believe that company growth has changed to being linear and signals are clearer than they've ever been, then picking becomes less important.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Just as a comment, because that's usually when you're... I just look at the best in Europe, which is Lovable, Eleven Labs and Lagore.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

I think you'll probably say it's the three kind of breakouts right now.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

And the growth has been entirely linear.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

There's been no faltering in execution or growth.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

And that is different to years gone by.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Everyone watching this, let's make Jason have a massive 11 Labs podcast.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Jason, would you invest in 11 labs at $11 billion?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

They've gone to $330 in 10 years.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Jason, I'm pushing you.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Is there a three to five X on 11 labs from 11 billion?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

The final element I do want to discuss, and Rory, you can bounce when you have to because I know that you've got to run to your offside.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

But it is all over Twitter.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

And I don't want us to move into politics.