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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 54 in all, peaking in Jul 2026 with 10.

newest first · ▶ plays the moment

Not only you get circular revenue, but you but you ensure the success of your ecosystem, the viability, you get a twofer out of it. voice-verified

So you just have to play the game really well. voice-verified

But if you play the game well, it's a lot better than making three percent. voice-verified

The related thing I was thinking on that crawl data, you know, you if you go back to cursor, right? voice-verified

Uh 60 billion we talked about last week. voice-verified

This was one of the classic ones where the VC isms were right. voice-verified

It worked itself out. voice-verified

You started off with something with negative gross margins. voice-verified

You started off with something that radically subsidized its cost. voice-verified

I forget what cursor cost initially, 200 bucks a month for unlimited use, right? voice-verified

But it didn't have, but it didn't, it had no way to defend that, right? voice-verified

And so then it had to cap it. voice-verified

And then it had to stop doing it. voice-verified

And then it had to develop its own models. voice-verified

And then it had to do, it had to do it. voice-verified

But the VCism is these are some of the smartest kids ever. voice-verified

They have a strong market position. voice-verified

The wind is at their sales. voice-verified

They'll f the kids will figure it out, the negative gross margins. voice-verified

And more or less they did. voice-verified

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