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 have to sign a document that you won't run a business out of it two blocks from YC. voice-verified

a month to rent a you know one bedroom at the Avalon, how much do you have to make to feel rich? voice-verified

A lot. voice-verified

That's $120 just in a rent to not to just have an apartment at the Avalon in Dogpatch. voice-verified

You need $240K in California pre-tax to pay the rent. voice-verified

You probably need $480 to feel good about yourself, right? voice-verified

I think it's it's just more concentrated. voice-verified

We need fewer people to generate more revenue than ever for a variety of reasons. voice-verified

And it's going to concentrate exit size. voice-verified

It's going to concentrate wealth. voice-verified

It's going to allow, you know, the salaries at Anthropic and Open AI seem crazy, but some of it's normalizing now because if you can do it with half the people or a third of the people, you really can't pay them two to three times as much. voice-verified

Right. voice-verified

So eventually, of course, and where we can pick the date, like voice-verified

Gabe Ruth, this this will end, but uh, you know, I I think you have to believe we're less than a third of the way through this cycle. voice-verified

Even though even that little tiny cloud thing lasted nine years. voice-verified

We're just getting going here. voice-verified

spending a hundred billion a year to keep the ecosystem going. voice-verified

Honestly, that will help. voice-verified

I do think at a meta level that next year will be the year. voice-verified

And I think this this is why I think we're in a f at least a five-year cycle, where we we reckon with the fact that we are addicted to tokens. voice-verified

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