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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 54 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

It's that you need so much capital to build these compound startups, right? voice-verified

That by facilitating it, the k the VCs make the kings, right? voice-verified

Yeah, it's that's all true, but I I think it's just a moment in time. voice-verified

I think what's much more interesting is that that capital allows compound startups, it allows more code production, more software production, so that it's not true that we're gonna do more with less. voice-verified

That turned out to be the great fallacy of late 2025, early 2026, that we would do more with less. voice-verified

We're doing much more with more. voice-verified

And that's why your European startups, most of them are gonna fail, at least in the US, because they can't. voice-verified

Can't do much more with more, right? voice-verified

They're gonna fail. voice-verified

Their little point solutions are just gonna disappear in six months. voice-verified

We don't need those little point solutions. voice-verified

Think is interesting, things are so good. voice-verified

They're so good that wasn't enough money. voice-verified

We need even more money. voice-verified

And there are incentives to do both. voice-verified

There are incentives to expand your growth fund, but but there's also incentives sometimes to cut it. voice-verified

Founders fund cut the their, you know, N minus two funds ago. voice-verified

They cut them because they couldn't think they could deploy enough fund in that window. voice-verified

And so you'd rather deploy less and get into carry mode, right? voice-verified

Andreessen's saying, good God, this is such a great voice-verified

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