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

I don't know why NVIDIA would do it per se. voice-verified

They've got massive strategic goals here, right? voice-verified

But the tactical basically kind of seems to me we'll spend all our free cash flow on our ecosystem. voice-verified

This is our budget. voice-verified

Jensen says there's a budget. voice-verified

Our free, I don't know what's going to be 70 billion this year. voice-verified

Maybe I've gotten that wrong, right? voice-verified

And we're going to spend it all on our customers and ecosystem. voice-verified

And the strat team and the top VPs probably get around a room and they decide what's our best idea. voice-verified

And there's some guy that that thinks data labeling is important. voice-verified

And his best idea was Mercore. voice-verified

And so they've put a few billion of the 75 billion. voice-verified

And you think I'm kidding, but I'm confident they go around the room and everyone has voice-verified

Their best ideas and the budget's 75 billion. voice-verified

And you know, open AI and friends are gonna get a big chunk of it and there's gonna be off balance sheet guarantees, but I think they've decided to just spend it all one for one. voice-verified

And it's I I would do the same. voice-verified

If you can get away with it, adding cash to the balance sheet, other than being defensive, does nothing for you as a CEO of a profitable company, right? voice-verified

If the Wall Street lets you get away with spending it, I would spend 100% of my cash too. voice-verified

If you invest right, it's brilliant. voice-verified

You get a customer. voice-verified

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