Valuation risk

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 28, 2016 by Rory O'Driscoll · across every show →

Everything said about Valuation risk, oldest first

Nov 28, 2016 bullish
Disclosure
O'Driscoll: Scale accepts operational risk to avoid inflated valuation risk
“Instead, what I'm doing is taking on more operational risk in return for less Valuation risk, because I believe that right now that's the right trade-off to make.”
Rory O'Driscoll Nov 28, 2016 ▶ 5:54 20VC: Why Market Is More Important Than Team, The 4 Key Roles of A Board Member & Why Founders Get Market Sizing So Wrong with Rory O'Driscoll, Founding Partner @ Scale Venture Partners
Jul 31, 2025 negative
Insight
O'Driscoll: Late-stage venture carries 100% correlated valuation risk
“Remember you're only taking one risk as a late stage investor, which is valuation risk. And when it goes wrong in a hundred percent correlated fashion. Everything blows up in your face.”
Rory O'Driscoll Jul 31, 2025 ▶ 21:25 Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
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