Late Stage Stuff

topic on 1 show · 1 statements across 1 episodes

20VC

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20VC Prediction Held up
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…”
Rory O'Driscoll Mar 19, 2026 ▶ 45:42 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings

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