compute
2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · across every show →
Everything said about compute, oldest first
Jul 15, 2026
Jul 15, 2026
O'Driscoll: Model Startups Spend 70-80% on Compute, Apps Spend 10%
“If you're doing a model company, they're probably going to allocate 70, 80% to compute. You know, if you're doing a coding company, maybe 50, 60%, you know, conversely, a lot of the apps companies I'm looking at are, if you look at it, they don't even, they al…”