O'Driscoll: 10% of Scale's Pre-GPT Portfolio Was DOA After ChatGPT
Rory O'Driscoll · Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll · Jul 15, 2026 · at 23:04
Rory O'Driscoll of Scale Venture Partners discusses the impact of generative foundation models on legacy software startups.
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“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.”
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