developer-focused tech companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 31, 2025 by Rory O'Driscoll · across every show →

Everything said about developer-focused tech companies, oldest first

Jul 31, 2025 bearish
Opinion
O'Driscoll: Pure developer tools cannot support a $1T valuation
“I don't think you get to a month of a trillion dollars if you're just selling stuff to developers, which isn't to say I don't think you do extraordinarily well.”
Rory O'Driscoll Jul 31, 2025 ▶ 36:36 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
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