AI assets

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 7, 2025 by Rory O'Driscoll · across every show →

Everything said about AI assets, oldest first

Aug 7, 2025 neutral
Insight
Rory O'Driscoll on why private AI valuations escalate rapidly during fundraising
“Demand is high for premium assets, so it's a little like it's the private IPO. You float a price of a hundred, and you end up at one 50. You close the price of ten billion, you end up at 15. I think there's just a lot of demand for premium, perceived premium A…”
Rory O'Driscoll Aug 7, 2025 ▶ 1:07:43 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
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