Rory O'Driscoll
👤 Speaker
1063
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
And when people used to say that they're getting ripped off, the retail investors, I used to scoff because most IPOs don't do well, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
But this is a super cycle where growth is the big beneficiary of this super cycle.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
It wasn't true of other super cycles, not of the Saka era and others.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
And if you're not playing that game, you're losing to Harry's point.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
That's the real game.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
It's not just being an open AI.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
It's playing the growth super cycle bet today.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
That's the winning play.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
Yeah, I mean, it's a different time.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
But if you just compare Tesla and SpaceX just for fun, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
Tesla had to IPO.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
No, it was a different time.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
It really barely had any revenue, but same guy running them.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
It IPO-ed at $1.7 billion, which seemed very expensive, $1.7 billion.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
The sister company will IPO at $1.7 trillion or $1 trillion.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
I mean, that is the difference in time.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
And that all went to VCs or Elon or others.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
None of that went to the public investors, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
And he chose.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
It's the same founder, right?