GPU Capacity Startups

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about GPU Capacity Startups, every show

20VC Disclosure
O'Driscoll: Passed on seed GPU capacity deal fearing CapEx boom cycle
“I did, to answer the question, Jason, logically, I chickened out. I didn't want to be that marginal capacity three years into the deal, three years into the CapEx boom, but there's a little part of me thinking, Rory, that might be a dumb decision.”
Rory O'Driscoll May 21, 2026 ▶ 45:39 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings

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