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▶ 72:27 · $LINEAR · NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
episode briefing
20VC

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation

2026-09-03 · 1 company · 1 thematic
sentiment
1 bull0 bear0 neu
speakers
rory o'driscoll

Rory O'Driscoll is a partner at Scale Venture Partners, a late-stage venture firm. He references Scale's portfolio (Linear, DataBricks, HubSpot, Salesforce, Palantir) and fund dynamics. He previously invested in Anthropic (2021) and tracks AI infrastructure closely.

quote
“I I do I am an investor in linear disclaimer from like one of like the first or the second round, whatever round it was. Um I I do think it is drastically underpriced though at that rate given what you said Jason though. know 100 million g…”
—rory o'driscoll
now playing · $LINEAR
$LINEARbullish· high· posrory o'driscoll
Rory O'Driscoll: Linear drastically underpriced at $2.5B — 100M ARR growing 100%+, founder-led, agent-friendly
Linear's agent-friendly architecture drives re-acceleration; at $2.5B tender with 100M ARR growing >100% and founder control, it's at worst market-correct and likely cheap given a…