Rory O'Driscoll

They're cash flow positive.

I love them.

It's a very specific use case with limited competition.

They finally added a way to do deep AI analysis on their data and reports that for their niche was impossible until December.

Blew up.

They were more than double this year after a decade of like 10% a year growth, 20% being pretty good.

So it doesn't fully answer the Figma question, but this is your job right now.

Like sit around your company.

Those kids at YC built an agent for your space.

Why the F wasn't that you?

There is no excuse for you to not have an agent as good as the new kids.

I honestly don't think there's any excuse.

I'll tell you one niche thing I never understood about this company.

On paper, I get it.

Andreessen, Sequoia, put in $2 billion.

You're basically taking, Mira's taking OpenAI co-founder, a whole bunch of the team, and it's just going to be anthropic again, right?

They're going to recruit some of the best and they're going to do it.

In theory, you should do that bet in 15 minutes if you have the capital, right?

It's just take a bunch of the best guys and go do a modern.

It worked at anthropic.