Rory O'Driscoll

speaker

28,979 appearances 54 recordings 3 series first heard Dec 2025 last heard 17 Sep

Rory O'Driscoll’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 54 in all, peaking in Jul 2026 with 10.

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So cognition is like the voice-verified

Greatest now, cognition is different. voice-verified

It's long running. voice-verified

It's autonomous agents. voice-verified

It is different. voice-verified

Okay. voice-verified

But from a revenue perspective, it's the postmates of the category. voice-verified

Uh, but it's such a big category, man. voice-verified

Um, you want to be in postmates again. voice-verified

Yeah. voice-verified

It's never gonna catch anthropic unless unless the world changes, which it has every every single week. voice-verified

But unless the world changes, it's not and it doesn't need to catch them. voice-verified

Uh just just five to ten billion a a year a few years out is enough to make cognition. voice-verified

It only has to do five to ten billion in AR to be a success. voice-verified

It doesn't have to catch anthropic. voice-verified

What we got wrong, sorry, I didn't mean to interrupt. voice-verified

Uh was the the Rory's math you can't argue with. voice-verified

There's only so many humans developers on the planet. voice-verified

Even if you use my math of 10 to 15 grand per developer, there's still a a ceiling to that math. voice-verified

But that's the the tops down version. voice-verified

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