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Scale Venture Partners

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · said 5 times in 5 episodes since 2021 · across every show →

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brought up most by Sydney Sloan (1), Jason Lemkin (1), Dave Kellogg (1), Christoph Janz (1)

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Everything said about Scale Venture Partners, oldest first

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 bearish
Disclosure
O'Driscoll: 10% of Scale's Pre-GPT Portfolio Was DOA After ChatGPT
“We did a lot of pre-AI, pre-GPT AI investing, and about 10% of our portfolio was Lilly DOA, When ChatGPT comes out, because they'd solved an AI problem that was just so much easier to solve with ChatGPT that just wasn't fixable.”
Rory O'Driscoll Jul 15, 2026 ▶ 23:04 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
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