The Ledger
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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.”
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…”