R&D spending

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2025 by Rory O'Driscoll · across every show →

Everything said about R&D spending, oldest first

Nov 27, 2025 bearish

Insight

Rory O'Driscoll: Cutting R&D in downturns prevents long-term software growth

“If you cut R and D in the downturn, you're probably screwed. If you don't have that compelling second product that you built in 22, 23, 24, you know, you're just in a tough place.”

Rory O'Driscoll Nov 27, 2025 ▶ 1:27:16 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings

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R&D spending

Everything said about R&D spending, oldest first

Turn any episode into a week of clips.