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AI coding apps

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 24, 2025 by Rory O'Driscoll · across every show →

Everything said about AI coding apps, oldest first

Apr 24, 2025 bullish
Prediction Held up
O'Driscoll: Major AI labs will inevitably acquire an AI coding app
“If they don't do if they don't do Winsurf now, the line of other coding apps outside the OpenAI office is going to go around the frickin' block. And at some point, someone's gonna buy something.”
Rory O'Driscoll Apr 24, 2025 ▶ 7:50 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Mar 26, 2026 neutral
Assertion Not checkable as stated
O'Driscoll: AI coding apps spend 40-50% of revenue on tokens
“There's a ton of really interesting apps that, you know, for five, seven, eight percent of revenue on tokens are building huge value, which my sense at least is very different than the coding apps where you might be at 40 or 50%.”
Rory O'Driscoll Mar 26, 2026 ▶ 14:44 Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
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