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 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

It's a big win, right? voice-verified

But if you get 15x out of your failures, you're gonna be a wildly successful investor. voice-verified

Just the only point, and then let's move on, is it's just interesting. voice-verified

I do think in unless it's a hyper concentrated investment, your best investments still need to do 50x as a seed investor to make the math work. voice-verified

If pullside returned 15x with further dilution, what exit price would it have to be to be a good? voice-verified

Seed investment to return 50x. voice-verified

Help me do the math, Rory. voice-verified

I think it's uh I think it's about 7x. voice-verified

So it would need to exit at about 63 billion with the voice-verified

There's an investment bank called Kroll. voice-verified

I'm embarrassed to say I don't even know them. voice-verified

Do you know them? voice-verified

No, I thought they were a detective agency. voice-verified

No, a different one. voice-verified

They published their report this week looking at all MA and big transactions over the last uh six months of the year. voice-verified

And I guess this is not that just it's a micro point to your point, but the the analysis they basically made is gross margins above 30% don't matter anymore. voice-verified

You don't get a you don't get any benefit in MA or other exits, like for for an agentix stock. voice-verified

They're not looking like there is a penalty. voice-verified

If you look at all deals below 30, but there is no penalty. voice-verified

So if you can value Mercour at eight classic multiples for 80% gross margins and growing, it's uh, you know, it's it's not expensive. voice-verified

Showing 1121–1140 of 28,979 · page 57 of 1449