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

The bull case is that agentic GDM has just started, right? voice-verified

And much like the three of us made a mistake not going early into cognition because we thought the TAM was too small, we also thought the TAM was too small for a Gentic GTM. voice-verified

We thought the TAM was the same as it was. voice-verified

It turns out when agents can run these GTM motions, they will consume 10 to 100 times more usage than humans ever could. voice-verified

They can run GTM around the clock. voice-verified

And I'm not talking about spamming, I'm talking about analyze. voice-verified

Consistent campaigns, reaching every prospect, reaching every customer across the globe. voice-verified

And Clay's the clear leader there. voice-verified

And we need exposure, but it is the clear leader. voice-verified

Agents will will consume twenty X more GTM resources, more tokens, more usage. voice-verified

Even if revenue doesn't go up all that much, not everyone that's coding is really seeing a revenue lift from it. voice-verified

Not everyone using all this agentic GTM will radically close qualified pipeline, but the usage is just going to explode and voice-verified

Clay's a clear breakout winner and it's accelerating. voice-verified

So I can see a path to a hundred billion and I recommend uh I recommend a small initial hundred and fifty million dollar stake. voice-verified

I think we're underestimating this trend, both both of them. voice-verified

How much agents are gonna do things in GTM, just like voting and but man, this agent, Rory's right, don't anthropomorphize them, but sometimes when it's just you, you gotta. voice-verified

Otherwise you can't get get past the task. voice-verified

I do think it's more than that. voice-verified

Just to be clear why, and I can talk about linear briefly if we're not running out of time. voice-verified

I don't think they just attach to trends. voice-verified

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