Episodes featuring Rory O'Driscoll
Browse episodes where Rory O'Driscoll appears as host or guest. View all episodes →
Harry Stebbings, Jason Lemkin and Rory O'Driscoll break down Anthropic's S-1, Microsoft's mass buyout offer, Meta's equity raise, data risks in Chinese open models, and whether Instinct is worth $30 billion.
Harry Stebbings, Jason Lemkin and Rory O'Driscoll debate whether venture is broken as money piles into a few AI names, plus CoreWeave's sell-off, Anthropic's numbers, inference growth and stretched revenue multiples.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss a founder-investor lawsuit over pro-rata rights, Meta's AI comeback, and NVIDIA's rumored $30B open-source model deal.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss OpenAI's comeback, Anthropic's IPO pressure, ElevenLabs' $22B valuation, and how AI agents will reshape startup competition by 2027.
Harry Stebbings, Jason Lemkin, Rory O'Driscoll, and Jack Altman break down AMD's $8.2B World Labs deal, Meta poaching MongoDB's CEO for $500M, and what big AI moves mean for venture strategy.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Meta's AI app hitting number one, Anthropic's IPO delay, and how to tell defensible AI bets from risky infrastructure plays.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Instinct's $10B raise, Meta's Muse agent platform, Miro's sale at a steep discount, and Mistral's European funding round.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Jensen Huang's AGI claim, new AI model releases, autonomous vehicles, and how founders and investors should think about speed and deal structures.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss NVIDIA's earnings, AI agents reshaping B2B software, and what it takes for startups to survive in the current market.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down AI infrastructure, frontier model competition, and why enterprise AI spending is becoming a capital budgeting problem.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down a big week in AI deals, including Stripe's OpenRouter acquisition and Anthropic's first profit.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss how AI is disrupting software companies like Canva, reshaping talent markets, and changing how founders think about equity and control.
Harry Stebbings, Nikesh Arora, Jason Lemkin, and Rory O'Driscoll discuss the AI infrastructure race and why compute, energy, and land access matter more than model quality.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down a turbulent week in tech, covering Travis Kalanick's $1.7B raise, Google Cloud's growth, and AI regulation debates.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Chinese AI models challenging Western labs, the Stripe-PayPal acquisition, and where the real money in AI is flowing.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Sam Altman's equity offer to the US government, enterprise skepticism about AI ROI, and China's push to build its own frontier models.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll dig into Coinbase cutting AI spend by 50%, the rise of SaaS roll-ups, and what Kalshi's $40B valuation signals about prediction markets.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll debate whether $725 billion in AI capex can ever be justified, and how open source models are squeezing closed-source AI companies.
Harry Stebbings, Rory O'Driscoll, and Everett Randle break down a big week in tech, covering SpaceX's IPO, a US government ban on an Anthropic AI model, and falling SaaS valuations.
Harry Stebbings and Rory O'Driscoll break down the SpaceX IPO, OpenAI going public, and how AI is reshaping startup efficiency and software valuations.