Rory O'Driscoll
FollowEverything Rory personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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Software & tools
Recent episodes
All episodes →SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race?
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
All recommendations
"the marginal user the marginal person opting for AI today or even people switching today are moving towards claude"
"Anthropic actually has a $200 million contract with the Department of War"
"Cursor does 4 million per employee, Salesforce does 700,000 per employee. Salesforce has 30% operating margins and Cursor is losing money"
"Unlike Anthropic or OpenAI, no capex, unlike Cursor, no token cost"
"An Anthropic will be the definitive version of that forever. Not actually the rounds Spark and Menlo did first because that really was risky, but kind of the rounds at 14 and 60 billion were risk adjusted. Freaking awesome."
"Unlike Anthropic or OpenAI, no capex, unlike Cursor, no token cost"
"the snarky comment about extrapolating from a lemonade stand was just a bad look"
"Someone like Cursor has very low employee count but very massive gross margin cost of sales"
"You look at Cursor, it's doing a billion dollars in revenue, but it's pretty much the same billion dollars."
"AppLovin is an amazing business because they actually have fairly high gross margins and low employee count"
"Given Trade Desk's downturn, it's the most successful ad network business by far"
"Challenge businesses like Coupa, like Anaplan, like Medallia"
"Challenge businesses like Coupa, like Anaplan, like Medallia"
"I give all credit to for example Spark, Yasmin there who broke all the rules and said 4 billion for a pre-revenue company at Anthropic that's paid off"
"Harvey, we mentioned that raised in December raised $200 million at an 11 billion price."
"Intercom raising $250 million"
"We're happy investors in code rabbit standalone company doing it across multiple tools"
"Tesla trades at a trillion today. I think if Elon died tomorrow, it to trade at 200 billion"
"You've got to believe that the next round for this Anthropic and SpaceX are all public offerings"
"I happen to know because I read as a big believer in Richard Rhodes' The Making of the Atomic Bomb as a book they share"
"we're running on AWS should we run on Azure our customers want to run on Azure"
"all you have to do is look at Azure's market share in cloud... the value proposition of Azure for 20 years was it's not nearly as good but it's getting there"
"Claude Code produced a plugin and what 13 plugins and one of the plugins was the legal plugin."
"They're going to end up in these Medallia death spirals where they're defaulting on debt"