Rory O'Driscoll

7 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Aug 27, 2025 by Jason Lemkin · said 27 times in 12 episodes since 2025 · across every show →

On the record as a speaker too: Rory O'Driscoll's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Jason Lemkin (17), Kyle Parrish (1), Amelia Ibarra (1)

tap a year for its mentions
008315620252026episodesmentions
03620252026episodes it came up in
001.332.5620252026episodesmentions per episode
2026 14 mentions in 6 episodes 2 per episode
2025 13 mentions in 6 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Rory O'Driscoll, oldest first

Aug 27, 2025 neutral
Assertion Partly supported
Lemkin: Box, HubSpot, and Shopify IPO'd at roughly $800M valuations
“When Rory invested in box with Aaron, when Rory's invested in HubSpot, those are pretty good ones. Shopify. These guys all IPO'd around a hundred million in revenue growing really fast off in 50, 60, 80% at like eight hundred million valuations.”
Jason Lemkin Aug 27, 2025 ▶ 7:02 What Happens When AI Kills Your SaaS Growth? Live Q&A with SaaStr CEO and Founder Jason Lemkin
Jul 15, 2026
Insight
O'Driscoll: Startups Cannot Sustain Both High Compute Costs and Sales Teams
“You either have compute that sells itself or people who sell it, but you can't do both.”
Rory O'Driscoll Jul 15, 2026 ▶ 37:00 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Jul 15, 2026
Assertion Not checkable as stated
O'Driscoll: Top question investors receive is whether SaaS is dead
“The number one question that we're getting as investors is, you know, is software dead? Is SaaS dead?”
Rory O'Driscoll Jul 15, 2026 ▶ 1:32 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Jul 15, 2026 bullish
Prediction Not checkable as stated
O'Driscoll: Cerebras will be an amazing venture win in weeks
“We're going to have an amazing venture win in Cerebus in the next few weeks here, which is great, but obviously the vast bulk of the dollars have gone to Nvidia.”
Rory O'Driscoll Jul 15, 2026 ▶ 9:58 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Jul 15, 2026
Assertion Not checkable as stated
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…”
Rory O'Driscoll Jul 15, 2026 ▶ 34:59 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Jul 15, 2026 bullish
Insight
O'Driscoll: Non-explosive LLM SaaS apps can still compound for 10 years
“There's a lot of categories where an AI, an LLM-enabled app is really good, and it's the next generation, and it's obvious what it should be, and customers are going to buy it. But it's not like going to scratch the corporate itch to use, you know, it's not go…”
Rory O'Driscoll Jul 15, 2026 ▶ 31:42 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Jul 15, 2026 bearish
Assertion Not checkable as stated
O'Driscoll: SaaS multiples collapsed because average growth dropped to 10%
“The collapse in the SAS multiples, and you've said this, has happened because of the collapse in the SAS growth rate. I mean, we didn't just, you know, like the average company used to grow at 30%, and now it's what? It's sub 10. It's 10.”
Rory O'Driscoll Jul 15, 2026 ▶ 33:47 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
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