# Rory O'Driscoll

Markdown copy of https://realalpha.app/people/rory-odriscoll/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

Real Alpha has cut one moment of Rory O'Driscoll (Partner, Scale Venture Partners) talking, from an interview on 20VC published Oct 22, 2026.

- Role: Partner, Scale Venture Partners
- On X: https://x.com/rodriscoll

## What Rory O'Driscoll said

- [Inference providers may capture spend beyond model makers](https://realalpha.app/s/inference-providers-may-capture-spend-beyond-model-makers/)
  20VC · Oct 22, 2026 · 4 min
  > “do I want to give money to Cloud Code and give them a 70% gross margin for this token?” — Rory O'Driscoll · [33:03](https://realalpha.app/v/OJX2L21e4fA/?t=1983)

## The episode

- [The New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control](https://realalpha.app/v/OJX2L21e4fA/) · 20VC · Oct 22, 2026