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

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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

You you can spend $200 on Anthropic or a hundred and some odd dollars on OpenAI and get eight to twelve thousand dollars worth of tokens. voice-verified

And that that's fine for for when ChatGPT was a proof of concept for a platform. voice-verified

Like we talk about open AI being a consumer company, but it's not where it's voice-verified

Started, ChatGPT was just a proof of concept app, right? voice-verified

And Claude was just the same, but it worked much better for Anthropic, right? voice-verified

Anthropic can lose, you know, a couple thousand dollars on some consumers and it won't impact them, but um, it's tougher for OpenAI. voice-verified

It's a crappy business that consumers t selling $10,000 worth of tokens for $200 is one of the worst business models of our lifetimes, right? voice-verified

If that was the only business, these guys would be dead in the water. voice-verified

It's a pretty bad business. voice-verified

Let's not do hugging face because I'm not smart enough to understand why anyone would pay thirteen billion for it. voice-verified

I I just don't get it. voice-verified

I'm just not smart enough to pay for that. voice-verified

No, I think what voice-verified

me in the comments, friends, if you're watching, 'cause I I am not smart enough to to understand why it's worth thirteen billion. voice-verified

But uh I I guess. voice-verified

I don't get it other than it seems intuitively to me if right now, and this is open router too, right now is the moment in time to benefit from the lift of open weights, right? voice-verified

The demand is so strong. voice-verified

Just like Elod Gill said, sell if you have an AI asset right now, right? voice-verified

I think even better, if you have an AI product that's benefiting from the transition to open weights, there can't be a better time to sell than plus or minus 90 days from today. voice-verified

It's just a phase transition, and your numbers are going to look amazing for. voice-verified

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