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Ryo Driscoll
Venture investor and commentator focused on software and AI-era implications for investing; contributes perspective on capital efficiency, consolidation, and sector risks in the episode.
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Oct 2, 2025
• 1h 17min
20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?
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In this engaging discussion, seasoned SaaS investor Jason Lemkin and venture investor Ryo Driscoll delve into the significance of burn multiples in the AI landscape. They highlight how AI-native companies challenge traditional metrics of capital efficiency. The duo explores recent volatility in public markets, considering the implications for major players like Klarna and Figma. They also tackle the staggering $1 trillion energy demand projected for OpenAI and the potential consolidation in the software sector prompted by the FiveTran and dbt merger.
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