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AI application revenue

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 7, 2025 by Rory O'Driscoll · across every show →

Everything said about AI application revenue, oldest first

Aug 7, 2025 bullish
Prediction Open · timeframe Aug 2035
Rory O'Driscoll: AI App Revenue Will Reach $300B–$400B in 10 Years
“If you fast forward 10 years, that 25, thirty billion of apps, wherever, and you could easily be three, four hundred billion dollars.”
Rory O'Driscoll Aug 7, 2025 ▶ 59:03 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Jan 29, 2026 negative
Assertion Supported
O'Driscoll: Annual AI CapEx exceeds app revenue by $500 billion
“The capex is now six hundred billion, the app's revenue, you know, squinting is A hundred billion. So you're still, you know, five hundred billion a year in the hole”
Rory O'Driscoll Jan 29, 2026 ▶ 35:23 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
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