Rory O’Driscoll
General partner28podcast episodes1shows2026years
Podcast appearances
28 episodes · newest first202628 episodes
20VC: Venture Fund Size, AI Valuations and the Changing Software MarketHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketHost: Harry Stebbings · With: Jason LemkinGuestEN
The AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareHost: Harry Stebbings · With: Dev Ittycheria, Jason LemkinGuestEN
AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemHost: Harry Stebbings · With: Jack Altman, Jason LemkinGuestEN
AI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Safety, Personal Agents and the Venture Market’s Uneven ExitsHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Assistants, Enterprise Adoption and the Venture Market’s New RisksHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Compute, Agent Security and the Race to Build More SoftwareHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC: AI Funding, Model Competition and the Economics of AgentsHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC: AI Acquisitions, Model Costs and Software ValuationsHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC on AI Competition, Founder Control and Software ValuationsHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC on AI Security, Software Deals and the Economics of ComputeHost: Harry Stebbings · With: Nikesh Arora, Jason LemkinGuestEN
20VC Roundtable on Open Weights, AI Spending and Software InvestingHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC Roundtable on Open Models, AI Economics and Payments DealsHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC on AI Regulation, Compute Economics and Enterprise AdoptionHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC Roundtable: AI Policy, Software Valuations and RoboticsHost: Harry Stebbings · With: Everett RandleGuestEN
20VC on IPO Expectations, Lean AI Startups and Investor RiskHost: Harry Stebbings · With: Jason LemkinGuestEN
20VC on AI Financing, Token Budgets and the Cost of Startup IntensityHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableHost: Harry Stebbings · With: Jason LemkinGuestEN
Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableHost: Harry Stebbings · With: Jason LemkinGuestEN
AI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableHost: Harry Stebbings · With: Jason LemkinGuestEN