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Consensus

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

Everything said about Consensus, oldest first

Jul 24, 2025
Insight
Rory O'Driscoll: Consensus investment opportunities offer no pricing edge
“The market for consensus is fully priced in and fully discovered.”
Rory O'Driscoll Jul 24, 2025 ▶ 1:10:57 How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
Mar 9, 2026 positive
Insight
Clements: VCs can achieve success in the current market backing consensus deals
“You can actually be successful in this market investing in consensus.”
Miles Clements Mar 9, 2026 ▶ 12:07 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
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