Rory O'Driscoll: Enterprise change management will limit Sierra's growth speed
Rory O’Driscoll · Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings · Nov 27, 2025 · at 41:43
Rory O'Driscoll, GP at Scale Venture Partners, explains why enterprise AI startups face deployment friction when attempting to scale rapidly from $100M to $1B ARR.
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“And I think the physics of diffusing this technology into the enterprise will be the rate limiter on how fast this company can grow. It won't be raw demand. It won't be the talent Of the CEO. It won't be the product. It will literally be, can you really roll out, you know, what is it? A hundred, ten million dollar customers are, you know, a thousand, one million dollar customers in a year where each one of them has their own special sauce, their own dynamics, their own integrations.”
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