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excess capital

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

Everything said about excess capital, oldest first

Apr 24, 2025 negative
Insight
O'Driscoll: No Business Is So Good That Excess Capital Can't Ruin It
“There's no business so good that excess capital can't ruin it.”
Rory O'Driscoll Apr 24, 2025 ▶ 14:39 How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
Mar 19, 2026
Insight
O'Driscoll: Excess capital will destroy even the best investment opportunities
“There's no investment opportunity so good that excess capital won't destroy it.”
Rory O'Driscoll Mar 19, 2026 ▶ 44:57 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
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