late stage stuff
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 19, 2026 by Rory O'Driscoll · across every show →
Everything said about late stage stuff, oldest first
Mar 19, 2026 bearish
O'Driscoll: Growth investors will pay 100x revenue again as capital floods back
“Now the wall of money has come back in, and I'm sure growth will go to the same thing again, which is, Evan will pay A hundred times run rate revenues for late stage stuff they think is growing quickly, just as in 21 people thought they were growing quickly, a…”