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

So you can game AEO and GEO with an agency. voice-verified

You it's har much harder to game this, this clay linear thing. voice-verified

It's hard to game. voice-verified

This isn't showing up, it's being chosen for at least fifty percent is based on merit. voice-verified

It's not all merit, right? voice-verified

But it is merit. voice-verified

By voice-verified

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated · 27 Aug 2026 podcast

I think you have to believe we're less than a third of the way through this cycle. voice-verified

Jesus Christ, if thirty percent of my company leaves to go work for Harvey, I'm dead in the water. voice-verified

Man, the one that gave me the feels or that hit me was that letter that was um, you know, the investor letter that was published on X. voice-verified

Thanks, leaking VC or whomever it was. voice-verified

But basically saying, you know, we we couldn't raise the $2 billion to buy 40,000 GPUs. voice-verified

That deal that maybe we talked about half a year ago, it seemed like they were going to build their own um massive data center. voice-verified

They couldn't get the money and they wouldn't have compute going to next year. voice-verified

So they had no choice but to fail up for six billion. voice-verified

Plus topping off a billion to 12 billion. voice-verified

But it read almost depressing. voice-verified

Uh it's also maybe a reminder that despite NVIDIA seemingly funding everyone on planet Earth, that, you know, the gravy train, the VC gravy train can only last so long. voice-verified

There's only so much funding, right, from big funds. voice-verified

Maybe Rory sees it differently, but it seemed like uh tough. voice-verified

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