Real Alpha has cut one moment of Rory O'Driscoll (Partner, Scale Venture Partners) talking, from an interview on 20VC published Oct 22, 2026.
What Rory O'Driscoll said
Inference providers may capture spend beyond model makers
“do I want to give money to Cloud Code and give them a 70% gross margin for this token?”
Rory O'Driscoll33:03
The episode
20VCThe New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control
Jason Lemkin & Rory O’Driscoll
31:21of 59:41 · Oct 22
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