O'Driscoll was picking apart the Silverlake bid for Workday as a leveraged buyout, where the whole return depends on precise entry pricing and a modest overpayment drops it from acceptable to regrettable. He set that against his own business, where being in the right company swamps what you paid to get in. He named Cursor and OpenRouter as the cases that make the point, and called the buyout the exact opposite kind of bet.