Rory O'Driscoll

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@rodriscoll

venture capitalist @scalevp

Silicon Valley scalevp.com/team/rory-odri… Joined May 2009

476 Following 18K Followers 1.1K Posts

Latest posts 5

Rory O'Driscoll @rodriscoll Oct 27

Good read from @siddharthvader_ on our 10+ years of experience investing in robotics at @scalevp. Companies need to crack ROI to get adoption, and the ones who focus on deployment are most likely to succeed, even in the new paradigm of robotics.

Siddharth Verified account @siddharthvader_ Oct 27

x.com/i/article/2113…
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Rory O'Driscoll @rodriscoll Oct 21

There will be four big ones and you will do them all !

Venky Ganesan Verified account @venkyganesan Oct 21

@rodriscoll Why are you pissing in my punch bowl my friend? Let me live in my delusional world.
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Rory O'Driscoll @rodriscoll Oct 21

There are only 130 US tech companies, public or private, valued at $10B or more (decacorns). That’s roughly 20 to 30 new companies per decade, for the last five decades. This year alone, with a quarter to go, there have been 42 decacorns minted privately. Either this is the most economically transformative event since the industrial revolution, or we’re getting a wee bit ahead of ourselves.

Rory O'Driscoll @rodriscoll Oct 20

Icarus knew what he was doing. It just didn’t work out for him. To grow like crazy you gotta fly close to the sun. The AI apps companies that have exploded the most have actually been the least defensible, because they've been closest to the models, which means they're closest to the capabilities that are changing the world. The trick for the winners is to ride the growth wave but add enough value on top. Be a Cursor. Not a Jasper.

0:59

Rory O'Driscoll @rodriscoll Oct 19

I would assume Munich is the venue with Ukraine filling the role of the uninvited Slav nation that gets carved up

The Kobeissi Letter @KobeissiLetter Oct 18

BREAKING: Russia’s President Putin has proposed a meeting with President Trump and President Xi to negotiate an end to the war with Ukraine, per WSJ.

The meeting is proposed for next month and was floated on an October 9th phone call with President Trump.

This was the same call that produced a deal for the US to buy Russian diesel.
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