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Rory O’Driscoll

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  1. 20VC with Harry Stebbings1h 27m

    Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll

    Sam Lessin, Jason Lemkin, Rory O’Driscoll, Harry Stebbings

    Panelists debated the superiority of DPI over TVPI while noting the collapse of mid-tier venture funds has forced a binary market between mega-funds and smaller entities. The discussion highlighted a surge in hyperscaler capital expenditure for AI infrastructure, warning of potential corrections if revenue growth fails to materialize within two to three years. Strategic predictions further pointed to imminent IPOs for crypto giant Circle and a structural shift in B2B SaaS where AI agents replace traditional user interfaces.