Shows
SourceryAlfred Lin - The Future According to Sequoia: AI & $10T WinnersAlfred Lin, Partner & new Co-Steward of Sequoia Capital and #1 investor on the Midas List, joins Molly O’Shea on Sourcery for a conversation on AI, founder-market fit, enduring companies, and what Sequoia is seeing in this moment of accelerating technological change.For more than five decades, Sequoia has backed many of the most consequential companies in technology, from Apple and Nvidia to Airbnb, DoorDash, Stripe, and more. But as Alfred explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI and be...
2026-03-0932 min
SourceryThomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7Thomas Laffont, Co-Founder of $70B AUM Coatue, joins Sourcery to break down how AI is reshaping both private and public markets—from Coatue’s investment in Anthropic’s $30B Series G at a $380B Valuation to the growing volatility AI is introducing across SaaS and the broader tech complex.Recorded live at the Upfront Summit 2026 in Los Angeles on February 25th, 2026, Laffont shares his take on the Citrini “Global Intelligence Crisis” paper, why boardrooms are rapidly expanding AI spend, and which private companies could emerge as the next “Magnificent 7.”We discuss:• Coatue leading Anthropic’s late...
2026-03-0629 min
SourceryFounders Fund Leads $80M B-2 Into Nominal | Trae Stephens, Cameron McCordNominal is now valued at $1B after closing an $80M B-2 Acceleration Round led by Founders Fund, with participation from Sequoia, Lux Capital, and General Catalyst — just 10 months after Nominal’s $75M Series B led by Sequoia.In this episode of Sourcery, Cameron McCord (Co-Founder & CEO, Nominal) and Trae Stephens (Partner, Founders Fund; Co-Founder & Chairman, Anduril) break down why the round was preemptive, what Founders Fund was tracking from inside its portfolio (including Anduril), and why Nominal is becoming core infrastructure for teams building mission-critical hardware — from aerospace and defense to autonomy, energy, and advanced manufacturing.We g...
2026-03-0554 min
SourceryThe $1.9B AUM LA Fund Targeting 100x ReturnsCourtney and Carter Reum, Co-Founders of M13, join Sourcery for a deep dive into building one of LA’s most prized early-stage venture firms.With $1.9B AUM across three funds, 200+ direct investments, 54 exits, and 15 unicorns seeded or backed at Series A, M13 has built a reputation for pairing venture math with hands-on execution. Portfolio investments include companies like Lyft, Pinterest, Ring, Bonobos, Matterport, Shake Shack, Solana, and emerging leaders like Rho, Prepared, OpenFX, Arena Club and Niural AI. The firm is ranked Top 20 globally in the HEC-Dow Jones Venture Capital Performance Ranking and was named one of TIM...
2026-03-0254 min
SourceryFrom SpaceX to $1B in 15 Months: Scott Morton’s Revel StoryRevel just raised $150M at a $1.005B valuation — only 15 months after founding. In this episode of Sourcery, I sit down with Scott Morton, Founder & CEO of Revel, to unpack how he went from designing high-consequence launch control systems at SpaceX to building the unified software platform modernizing hardware test and command systems across aerospace, defense, robotics, and advanced energy.The $150 million in Series B funding is aimed to accelerate its expansion across aerospace, defense, robotics, and industrial markets. The round was led by Index Ventures, with major participation from Redpoint Ventures and returning investors Thrive Cap...
2026-02-2622 min
Sourcery(Exclusive HQ Tour) Inside Opendoor on Earnings DayOn Q4’25 earnings day, I went inside Opendoor’s San Francisco headquarters for an exclusive behind-the-scenes look at how the company operates in real time.CEO Kaz Nejatian gave us a full office tour — from dashboards and war rooms to earnings prep and the team packing merch ahead of the livestream. We sat in on a product discussion, watched the team prepare their live earnings broadcast, and saw firsthand how the culture operates under pressure.I also spoke with Michael Judd, Head of Investor Relations, $OPEN investor relations lead, and one of the longest-standing Opendoor employ...
2026-02-2533 min
SourceryInside Opendoor: The $2.8B Bet with CEO Kaz NejatianOn the day of earnings, Opendoor CEO Kaz Nejatian joins Molly O’Shea on Sourcery to break down the public turnaround of a company that was trading around $0.50 per share, facing delisting risk, and fighting for survival in full view of the market, with the backing of the $OPEN army behind it.Kaz stepped in after Opendoor’s market cap had collapsed to the low hundreds of millions and the iBuying model was widely written off. Instead of managing optics, he focused on fundamentals. He reviewed every employee and every invoice, cut millions in consulting spend including a $5...
2026-02-2458 min
SourceryInside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical IntelligenceThrive Capital Partner Philip Clark joins Sourcery to break down how one of the most concentrated and influential firms in tech evaluates founders, builds conviction, and partners with companies that reshape the world.“Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.”In this episode, we go deep on Thrive’s investments in OpenAI, Cursor, Wiz, Nudge, Physical Intelligence, and why Philip believes we’re entering a golden era for hardware...
2026-02-1857 min
SourcerySam Altman’s Answer to BotsAlex Blania (CEO of Tools for Humanity, Co-Founder of World, and Co-Founder of Merge Labs) joins Sourcery to explain why the internet is heading toward a breaking point: bots, deepfakes, scams, and autonomous agents are scaling faster than trust.“99.9% of internet traffic will be AI driven.”“It’s not about combating the bots because that will be a lost cause.”World is trying to build a “real human network” a proof-of-human layer for the AI era, and the numbers are getting serious:• 38,374,194 World App users...
2026-02-1648 min
SourceryJake Paul Is Coming for VCJake Paul and Geoffrey Woo join Molly O’Shea on Sourcery to break down their venture strategy, Anti Fund, and the operator-to-investor flywheel Jake has built across sports, consumer, media, and venture. With companies like: W, Betr, Anti Fund, Most Valuable Promotions, Boxing Bullies, Celsius, Dog Haus, & his new ranch, Jake explains how his broader empire building strategy centers on ownership, distribution, and long-term compounding rather than one-off wins.Specifically, we go inside Anti Fund (~$65M+ AUM, currently deploying a ~$30M vehicle) and explain why they avoid rigid “seed-only” or “growth-only” mandates—writing small entry checks to bui...
2026-02-111h 06
Sourcery$4.5B Brain-Inspired AI Chip CompanyUnconventional AI recently emerged from stealth with $475M in seed funding at a $4.5B valuation, led by Andreessen Horowitz and Lightspeed, with participation from Sequoia, Lux Capital, DCVC, Future Ventures, Jeff Bezos, Playground Global, and others. Naveen is also personally investing $10M into the company.Recorded at Playground Global in Palo Alto and hosted by Peter Barrett, General Partner, this Sourcery conversation features:- Naveen Rao — CEO & Co-Founder, Unconventional AI (founder of Nervana, acquired by Intel for $400M+, and MosaicML, acquired by Databricks for $1.3B; former Chief AI Officer at Databricks)- Konstantine Bu...
2026-02-071h 08
SourceryInside $6.8B+ AUM Fund Behind 80+ Public Companies, 165+ M&ADeedy Das, Partner at Menlo Ventures and former founding team member at Glean, joins Sourcery to unpack a major shift reshaping venture capital: the move from rigid investment theses toward founder-led conviction.With 48+ years of experience, 80+ public companies, 165+ mergers and acquisitions, and $6.8B+ under management, Menlo Ventures is partnering with Anthropic through the $100M Anthology Fund to back the next generation of AI startups.Deedy explains how the firm identifies infrastructure companies early — often before the broader market recognizes their importance — and why iconic outcomes rarely emerge from predefined theses. He breaks down what distinguishes dura...
2026-02-051h 10
SourceryAI vs Humans: Math, Physics, KGB Psyops, UAPs | Shaun Maguire, SequoiaSequoia Capital Partner Shaun Maguire returns to Sourcery for a conversation with Molly O’Shea on math superintelligence, physics, and the limits of human understanding.Specifically, Shaun explains his and Andrew Reed’s investment in Harmonic, the new AI company founded by Robinhood CEO Vlad Tenev, and why math + reinforcement learning may unlock the next major breakthrough in artificial intelligence. Breaking down Harmonic’s differentiated strategy using Lean, formalized proofs, and reinforcement learning to train AI systems that reason rigorously about math, outperforming far larger labs with a fraction of the spend.We also get into S...
2026-02-0238 min
SourceryExclusive: Brex’s $5.15B Capital One Acquisition | CEO Pedro FranceschiBrex CEO Pedro Franceschi joins Molly O’Shea for an exclusive breakdown of the $5.15B Brex x Capital One M&A deal—from the first serious conversations to finalising the deal in ~40 days, making this one of the largest bank–fintech deals in history. Pedro shares why Capital One paid up, why he believes the “exit” mental model is wrong, and how Brex stays founder-led with a “butterfly” operating model inside a $150B platform powered by $6B in marketing and $6B in R&D.We break down the full deal timeline (term sheet on Dec 22, announcement tied to Capital One...
2026-01-301h 08
SourceryHow Elon Builds Trillion-Dollar CompaniesElon Musk has built more category-defining companies than any founder alive — and Sequoia Capital and Partner Shaun Maguire have backed five of them: SpaceX, xAI, Neuralink, The Boring Company, and X.In this episode of Sourcery, Shaun breaks down how Elon builds trillion-dollar companies, why SpaceX may be the greatest company, largest IPO and wealth creation event of all time, and why he believes Elon is still massively underrated despite his global impact.We dive into SpaceX’s IPO, Starlink’s explosive growth, data centers in space, direct-to-cell from orbit, xAI, and the unique way Elon b...
2026-01-2842 min
SourceryHow AI is Reaching the Most Extreme Parts of the WorldFilmed at the Reagan National Defense Forum at the Reagan National Library, Molly walks with Dan Wright, CEO of Armada, to unpack why the next era of AI infrastructure will not live only in hyperscale cloud campuses – it will move into the physical world.Armada calls itself the hyperscaler for the edge. The company builds modular AI factories that bring compute, connectivity, storage, and real world AI into environments where latency, security, and reliability are mission critical. Dan shares how Armada started with SpaceX as an early point of entry, why Starlink fundamentally changed what is deployable ar...
2026-01-2622 min
SourcerySnowflake vs Databricks: The AI Data War | CEO of $SNOWSnowflake CEO Sridhar Ramaswamy joins Sourcery to discuss Snowflake’s long-term path toward iconic scale, drawing on his firsthand experience scaling Google Ads from ~$1.6B to ~$100B+ in revenue — including the moment Eric Schmidt challenged his team to write a $100B revenue plan as a thought experiment in compounding growth.Rather than declaring a Snowflake revenue target, Sridhar explains how sustained ~30–35% compound growth, discipline, and execution can transform a company over time — and how Snowflake (NYSE: SNOW) is positioning itself in the AI data platform arms race to build toward that level of impact.We cover:
2026-01-2347 min
SourceryFull Zipline Factory Tour: How a $7.6B Company Builds DronesZipline CEO Keller Rinaudo Cliffton gives Molly a rare full tour inside Zipline’s factory + HQ—including the ROCC (Remote Operating Command Center), live flight monitoring, the HITL hardware-in-the-loop simulator lab, reliability testing, and the production line.DISCLAIMER: This is a LIVE factory, it is noisy, audio can be inconsistent at times. Enjoy :)Watch our full sit-down interview with Keller for more information behind their latest $7.6B valuation & financing round.Zipline is nearing 2,000,000 total deliveries and operates what Keller describes as a global system where “every one of those aircraft is out making delive...
2026-01-2237 min
SourceryZipline Raises $600M+ at $7.6B Valuation | CEO Keller Rinaudo ClifftonZipline CEO Keller Rinaudo Cliffton joins Sourcery from Zipline’s drone factory to break down the company’s $600M+ funding round at a $7.6B valuation, a clear step up from Zipline’s ~$5B valuation in 2024, as the company enters a major U.S. and global scaling phase.The round includes participation from leading investors Fidelity Management & Research Company, Baillie Gifford, Valor Equity Partners, and Tiger Global, underwriting Zipline’s expansion across manufacturing capacity, fleet CapEx, and metro-level infrastructure as demand accelerates.Zipline has now surpassed 2 million commercial deliveries and flown 125M+ commercial autonomous miles, making it the w...
2026-01-2149 min
SourceryI Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator)Adam Goldstein, Founder & CEO of Archer Aviation (NYSE: ACHR) gives Sourcery a full behind-the-scenes of Archer’s HQ. In this conversation, Adam breaks down what Archer is building (a new category of aviation), why regulatory and political support matters, and how they’re thinking about scaling from early city deployments to a truly global aircraft business. We also get into why retail investors and Reddit became a major part of Archer’s story, and the market-sizing framework behind “20 aircraft x 1,000 markets.”One part of Archer’s progress that’s very impressive are their significant defense and strategic t...
2026-01-1745 min
SourceryCEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)Robinhood CEO Vlad Tenev joins Molly O’Shea from Robinhood HQ to break down the company’s record year and what powered its growth.Robinhood (NASDAQ: HOOD) stock opened 2025 under $40/share and ended the year around $113/share, a ~200% annual gain, pushing the company to roughly $120B in market capitalization. But as Vlad explains, the bigger story is under the hood.Today, Robinhood has 11 separate business lines generating $100M+ in annual revenue (!!), including prediction markets, margin, Gold subscriptions, cash sweep, crypto, and institutional infrastructure via Bitstamp. Vlad walks through Robinhood’s thre...
2026-01-1056 min
SourceryDavid Senra on the Founders Who Never QuitDavid Senra joins Sourcery for a candid conversation about the founders he’s spent nearly a decade studying, and why time, not intelligence or hype, is the only filter that actually matters. As the creator of Founders, Senra has read and analyzed hundreds of biographies of history’s most consequential builders, looking for the recurring patterns behind people who don’t just succeed once, but keep going for decades.That work led directly to his new show, David Senra. What makes the format unusual is that these aren’t traditional interviews and they aren’t random guests, they’re co...
2025-12-311h 40
SourceryDreamWorks & the Science of Storytelling | Jeffrey Katzenberg & ChenLi Wang, WndrCoJeffrey Katzenberg & ChenLi Wang join Sourcery for a deep, candid conversation on how WndrCo was built, and how they think about investing, company-building, and storytelling in the age of AI.Katzenberg reflects on his third act after Disney & DreamWorks, tracing a lifelong pattern of using technology as a competitive advantage for storytelling. ChenLi shares how scaling Dropbox shaped his views on product craft, distribution, and why benchmarks often fail to capture what actually makes great companies.Together, they break down WndrCo’s hybrid model spanning builds, venture, and seed in...
2025-12-2950 min
SourceryWhy Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael MignanoMichael Mignano, Partner at $30B VC firm Lightspeed, and the co-founder of Anchor, a podcast creation, hosting, and monetization platform acquired by Spotify in 2019, joins Sourcery to discuss the next era of creation & technology investing.In this episode, Michael shares how his background building consumer media products informs the way he invests today, with a focus on AI and creativity-driven companies. We discuss his portfolio, including investments in xAI, Neuralink, Suno, Pika, Granola, and Macroscope, and how he evaluates AI businesses when incumbents can move quickly.The conversation digs into what makes AI companies defensible...
2025-12-2745 min
SourceryPalmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon WarsPalmer Luckey, Co-Founder of Anduril, joins Sourcery for an unfiltered walk through some of the most controversial & speculative questions in modern defense technology, from UAPs and UFOs to invisibility tech, moon warfare, and why all of it may be running on parallel tracks to today’s human military development.Luckey breaks down what war would actually look like in space and on the moon, why spacecraft are nearly impossible to armor, and why survival off-Earth is so fragile that conflict would be “decisive and catastrophic.” He also explains Anduril’s real work on optical camouflage, why visible-spectrum invisibil...
2025-12-2235 min
SourceryInside Anduril HQ: Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNATrae Stephens, Co-Founder & Executive Chairman of Anduril, & Partner at Founders Fund, joins Sourcery for a behind-the-scenes conversation on Anduril’s 2017 founding, when defense tech was deeply unpopular in Silicon Valley, the cultural shift that followed, and how software, autonomy, manufacturing scale, and ethics now converge in modern warfare and national security.Stephens explains Anduril’s core thesis: software-defined, hardware-enabled, and why the company is building a multi-domain autonomy strategy across sea, ground, air, and space. He also outlines the manufacturing view that “the factory is the weapon,” including Anduril’s expansion into scaled production with Arsenal-1 (a planned ~5...
2025-12-1831 min
SourceryFull Anduril R&D Tour: Matt Grimm, Co-Founder & COOMatt Grimm, Co-Founder & COO of Anduril, walks us through Anduril’s headquarters in Costa Mesa—a rare, and possibly first look, inside the physical systems that turn ideas into fielded products. We tour Building A, a 200,000 sq ft R&D facility with machine shop, composites, metrology, electronic warfare test environments, and a dev-test area designed to “break things” so the team can iterate faster.Grimm explains how Anduril scaled from a ~5,000 sq ft former lost-luggage garage (with mold and no bathroom) to a global footprint of ~7,000 employees and roughly 34–35 offices, while ramping production and operations. We also get hands...
2025-12-1734 min
SourceryFull Interview: Anduril CEO Brian Schimpf on $1B+ Revenue & Still DoublingFull Interview: Brian Schimpf, Co-Founder and CEO of Anduril, joins Sourcery to discuss the company’s scale, strategy, and position in the defense market. He outlines Anduril’s growth to roughly 7,000 employees, $1B+ in revenue with continued YoY doubling, and a reported $30.5B valuation (too low?), while addressing IPO speculation & these wild “fake SPVs.”The conversation covers geopolitical instability, production constraints in the U.S. defense industrial base, and how the nearly $1 trillion defense budget is actually allocated to personnel, infrastructure, and sustainment, rather than new procurement. Schimpf draws on leadership lessons from Palantir, highlighting creativity, high agency...
2025-12-1632 min
SourceryInside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae StephensThis is a rare, behind-the-scenes walking tour & sit-down interview inside Anduril Industries, a $30.5B defense technology company that develops and sells autonomous systems, AI-powered software, and advanced hardware for military and security applications to protect US and allied forces.. one of the most consequential defense companies of this era.In this Sourcery exclusive, we go inside Anduril’s headquarters and R&D facilities with the founding team: Palmer Luckey, Brian Schimpf, Matt Grimm, & Trae Stephens, to understand how modern defense technology is actually built.We walk through:Anduril’s R&D labs, machine shop...
2025-12-1538 min
SourceryMisunderstood Power: Emil Michael on the Truth About the DoW & Defense TechWith great honor, Mr. Emil Michael, the Under Secretary of War for Research & Engineering (USW(R&E)) and Chief Technology Officer for the Department of War (DoW), joins Sourcery in front of a F117 at the Reagan National Defense Forum 2025 to dispel common misconceptions about the DoW, modern defense technology, & the role of companies like Palantir, SpaceX, & Anduril. Drawing on his unique path from hyperscaling Uber into a global technology company to now overseeing the DoW’s research, development, & prototyping enterprise, he breaks down how the system actually works behind the scenes.
2025-12-1330 minSourceryWhy $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks ItManny Medina, Co-Founder & CEO of Paid and former CEO of $4.4B Sales Tech company, Outreach, hosts Sourcery at their HQ in London to discuss the early development of AI agents & what this shift means for software businesses.Roughly $300 billion in SaaS revenue remains “trapped” in legacy pricing and delivery models. After scaling Outreach to 6,000 customers, 220,000 active users, and $250M in ARR, Manny saw firsthand that many SaaS monetization frameworks don’t fit agentic systems, which perform full end-to-end workflows rather than individual user-driven tasks. This gap led him to build Paid, the platform designed to help companies measure, price...
2025-12-1120 min
SourceryInside General Catalyst’s $1.5B AI Roll-Up MachineMarc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups. One of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine dedicated to incubating AI-native companies & acquiring the fragmented services businesses they can transform — a model that sits directly at the intersection of venture creation, operational transformation, & what has traditionally been the realm of private equity.Marc explains why the f...
2025-12-0551 min
SourceryWhat Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC FundBradley Tusk joins Sourcery to discuss what he learned working closely with Travis Kalanick during Uber’s early regulatory battles, and how those experiences shaped his decision to shut down his venture fund and return to an equity-for-services model.Bradley explains why Travis was unusually fast, analytical, and willing to challenge institutions, and how that mindset influenced the way Uber approached politics and growth. He also breaks down how the current AI wave is affecting valuations, capital formation, data-center spending, and the broader regulatory environment.The conversation covers the re...
2025-11-291h 12
Sourcery$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Funda16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security.We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companies are rebuilding core capabilities in nuclear, missiles, autonomy, grid reliability, materials, mining, and industrial operations.David highlights key a16z portfolio companies including Anduril, Radiant Nuclear, Base Power, Exowatt, Apex, Skydio, Flock, Long Eye, and Marian...
2025-11-2227 min
SourceryWhy Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American DynamismDavid Ulevitch, General Partner at Andreessen Horowitz (a16z), who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz, the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing.David shares how American Dynamism evolved from a meme to a movement within a16z, inspired by Marc and Ben’s early conviction at Netscape that the next wave of great techno...
2025-11-1828 min
SourceryAlex Karp, CEO of Palantir: Exclusive Interview Inside PLTR OfficeAlex Karp, CEO of Palantir, joins Molly O’Shea for a rare look inside Palantir (physically, inside their office). We go deep into their values, vision, and the moral foundation of technology in the AI era.Fresh off Palantir’s record-breaking earnings, nearly hitting a $500 billion market-cap milestone, and the release of a new biography The Philosopher in the Valley, this episode explores how Palantir evolved from an outsider idea into one of the world’s most influential software companies.Karp breaks down how Palantir’s Artificial Intelligence Platform (AIP) has...
2025-11-1140 min
SourceryHow Ryan Serhant Sold $20B in Real Estate with Media & AIRyan Serhant is one of the most successful and well-known real estate entrepreneurs in the world, with over $20 billion in lifetime sales. After leading one of New York City’s top-ranked brokerage teams to more than $4 billion in transactions, he founded SERHANT., a next-generation real estate company built at the intersection of media, technology, education, & sales.In this episode, Ryan joins Molly O’Shea to share the full SERHANT.The Future of NYCMedia as the Business Model (Brokerage 3.0)S.MPLE’s $45M Seed Round & AI-Driven SalesAuthenticity, Community, & Brand BuildingThe Netflix Flywheel: Media...
2025-11-031h 02
SourceryAlfred Lin on Airbnb, DoorDash, OpenAI & Citadel SecuritiesAlfred Lin, Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities, consistently identifying founders and businesses that redefine entire markets.He continues this track record today with next-generation category creators like Profound, which is building AI-powered brand visibility, Nominal, which is powering mission-critical engineering with a unified data stack, and Clay, which evolved into a go-to-market engine by relentlessly adapting...
2025-10-3044 min
SourceryInside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-termSequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the next generation of outlier founders at the start of their journey. Sitting at Number 1 on the Midas list two years in a row, Alfred goes deep to share Sequoia’s company-building philosophy with stories from OpenAI, DoorDash, Kals...
2025-10-2734 min
SourceryInside Coatue: $70B Hedge Fund’s AI & Retail StrategyMichael Barton, Sector Head at Coatue, joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop meme stock saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into how ideas are generated, trades are sized, and risks are managed.We cover Coatue’s unique approach, sitting at the intersection of public and private tech investing. And why AI is the biggest tech wave yet, bigger than Web1, Web2...
2025-10-231h 06
SourceryElad Gil, Jared Kushner & Eric Wu on AI in Business | Brain CoElad Gil joins Sourcery to unpack the story behind Brain Co, his new AI incubation venture with Jared Kushner (Affinity Partners) and Eric Wu (Opendoor).Brain Co was founded to solve a glaring problem: Fortune 100s and government institutions desperately want AI adoption but lack the engineering depth and infrastructure to make it real. Backed by a $30M Series A led by Gil Capital and Affinity Partners, Brain Co is already pulling in some of the sharpest AI minds and heavyweight backers across tech and finance.We dive deep...
2025-10-2036 min
SourceryElad Gil Explains Why 90% of Startups Fail in Every Tech CycleElad Gil, of Gil Capital and Gil & Co, aka one of Silicon Valley’s most influential investors, sits down with Molly O’Shea to unpack it all.. from the 1999 IPO boom to the AI bubble, and what it really takes to build durable companies across cycles.Elad has backed more than 200 companies, from Stripe, Airbnb, and Coinbase to next-gen AI leaders like Perplexity, Harvey, and Decagon. Today, he runs Gil Capital, a multi-stage investment firm potentially managing “billions,” and continues to be one of the most insightful voices on technology, capital, and company-building.
2025-10-1737 min
SourceryInside The $2.2B AI Research Accelerator | TuringAI has eaten the internet, data labeling is so over, and $30 trillion of human work is on the verge of automation. Jonathan Siddharth, Founder & CEO of Turing, joins Sourcery to break down the power shift in AI training — from commodity data labeling to expert research — positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge.Turing has become a hidden force in the AI race, hitting $300M in ARR in 2024 (~3x YoY), achieving profitability, and raising $111M at a $2.2B valuation in March. That growth cements its position as one of the fast...
2025-10-1049 min
SourceryBase Power Raises $1B led by Addition, with Trust Ventures, Valor Equity, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad GilAt just 2 years old, Base Power has become one of the fastest-growing distributed energy companies in the U.S. Founded by Zach Dell and Justin Lopas, the company just announced a $1 billion Series C led by Addition. All other major investors are re-investing, including Trust Ventures, Valor Equity Partners, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil, 137Ventures, Terrain, and Waybury. New major investors include Ribbit, CapitalG, Spark, BOND, Lowercarbon, Avenir, Glade Brook, Positive Sum, and 1789.Zach breaks down:• How Base Power is reinventing America’s energy grid with distributed batteries.•...
2025-10-0837 minSourceryEpirus & Galvanick CEOs on the Future of Defense & CyberattacksAndy Lowery, CEO of Epirus, & Joshua Steinman, CEO of Galvanick, join Molly O’Shea to break down the next frontier of defense, from drone swarms to industrial cyber threats.Epirus has raised over $550M from StepStone, General Dynamics, T. Rowe Price, Gaingels, and 8VC, building its Leonidas™ solid-state, high-power microwave weapon to counter drones and drone swarms. Lowery explains how Epirus is pioneering the “sixth domain of warfare”—physical cyber attacks—and how their “one-to-many” defense approach gives the U.S. a strategic edge against mass drone threats.Galvanick, meanwhile, is ta...
2025-10-0553 minSourceryWhat Gets You Funded in AI: Insights from Felicis, 500 Global & MayfieldAstasia Myers (Felicis), Tony Wang (500 Global), & Patrick Salyer (Mayfield) joined Sourcery’s Molly O’Shea at the Startup Grind AI Summit, presented with Mayfield & Snowflake, for a conversation on what it really takes to raise from Seed to Series A in AI.Together they unpack the realities of fundraising in AI today—from what traction truly looks like, to defensibility and integration moats, to shifting stage definitions and round compression. The panel digs into:Why AI voice and agents are opening massive new TAMsHow founders should navigate inflated growth expectations & conversion rates below 20%...
2025-10-0444 min
Sourcery17x Midas List VC Navin Chaddha on The 100x AI OpportunityNavin Chaddha, Managing Partner of Mayfield, has guided more than 80 companies to positive outcomes. During his venture capital career, Navin has invested in over 60 companies, of which 18 have gone public and 27 have been acquired. Creating $120B+ in equity value and over 40,000 jobs. Navin has been named to the Forbes Midas List 17 times (Top 5 in 2020, 2022, 2023, 2024), becoming one of the most respected voices in venture capital.Mayfield has $3B+ in AUM, 120 IPOs, and 225+ acquisitions.In this episode of Sourcery, we cover:Why AI is a 100x opportunity vs. past...
2025-10-0149 min
SourceryJoby, Dirac & Allen Control: The Future of Air, AI & Defense TechAmerica’s industrial base is being rebuilt by a new generation of founders at the intersection of aerospace, AI, and defense. In this Sourcery episode, host Molly O’Shea sits down with three leaders driving the reindustrialization movement, Eric Allison (Chief Product Officer, Joby Aviation), Filip Aronshtein (CEO, Dirac), and Steve Simoni (President, Allen Control Systems)Together, their stories highlight how capital-intensive, frontier-defining companies are raising billions from elite venture funds and strategics like Toyota, Founders Fund, Coatue, Craft Ventures, 8VC, Baillie Gifford, and Uber. The conversation captures the urgency, conviction, and vision behind Amer...
2025-09-3051 minSourceryFactory Raises $50M from NEA, Sequoia Capital, NVIDIA, & JPMorganFactory just raised a $50M Series B from NEA, Sequoia Capital, NVIDIA, and JPMorgan, alongside angels like Frank Slootman, Nikesh Arora, and Aaron Levie. The company is pioneering agent-native development with its flagship “Droids” — autonomous software engineering agents that can handle everything from migrations and refactors to testing, documentation, and incident response.In this Sourcery interview, Factory CEO & Co-Founder Matan Grinberg shares the journey from studying string theory at Berkeley to building one of the fastest-growing AI infrastructure companies in Silicon Valley. He explains why the shift from autocomplete to delegation is the most fundamental change in sof...
2025-09-2558 min
SourceryKeith Rabois: Lessons from PayPal Mafia, $OPEN, & InvestingKeith Rabois, Opendoor ($OPEN) co-founder & newly appointed Board Chair, Managing Director at Khosla Ventures, & a core member of the PayPal Mafia, joins Sourcery for a masterclass on talent, culture, and contrarian thinking. “You don't want to be the best in the world at what you do. You want to be the only one who does what you do.” Paraphrasing Jerry Garcia, The Grateful DeadHe shares how he scouts extraordinary individuals, why every successful startup begins as a cult, and the frameworks he’s developed to simplify complex problems into a...
2025-09-1938 min
SourceryKeith Rabois on Opendoor ($OPEN) Activist TurnaroundKeith Rabois, Opendoor ($OPEN) co-founder & newly appointed Board Chair, Managing Director at Khosla Ventures, and a core member of the PayPal Mafia, joins Sourcery to discuss the activist turnaround being led at Opendoor.Opendoor just named former Shopify executive Kaz Nejatian as CEO, with Rabois returning to reshape the company’s cost structure and culture. In his words to CNBC: “There’s 1,400 employees at Opendoor. I don’t know what most of them do. We don’t need more than 200 of them.” He says the business must slash its workforce by as much as 85% to achieve l...
2025-09-1524 min
SourceryKlarna's IPO CEO Sebastian SiemiatkowskiKlarna CEO Sebastian Siemiatkowski joins Sourcery on the eve of their IPO to share the ultimate comeback story — from billion-dollar losses to profit, the hard layoffs, the AI rebuild, and why he let employees lead the charge with new tools. Recorded at the NYSE, this might be the best Sourcery interview to date.We cover how Klarna balances playful branding — pink logos, surreal fish ads, and Snoop Dogg collaborations — with serious technology that powers 111M users and global expansion. Sebastian also addresses misconceptions: Klarna isn’t just “buy now, pay later,” but a full challenger t...
2025-09-121h 00
SourceryEXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on PsiQuantum’s MoonshotEXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on PsiQuantum’s MoonshotCore Memory creator, Silicon Valley’s Science Expert, & once–quantum skeptic Ashlee Vance sits down with PsiQuantum’s Co-Founder & CSO Pete Shadbolt for a candid, wide-ranging conversation.After touring PsiQuantum’s secretive labs—more than five years after first covering the company—Ashlee found his skepticism shaken, likening PsiQuantum’s ongoing uphill climb to SpaceX’s decade-long, near-death march toward liftoff. Pete reveals why mission, mindset, and his mantra “always be impressive” are non-negotiables for a team attempting a moonshot that may take...
2025-09-1125 min
SourceryPsiQuantum’s $1B Series E, Nvidia, & the Race to 1 Million QubitsPete Shadbolt, Chief Scientific Officer & Co-Founder of PsiQuantum, unpacks the company’s landmark $1 billion Series E, bringing total funding to nearly $2 billion & valuing the company at $7 billion. Backed by BlackRock, Temasek, Baillie Gifford, and Nvidia’s venture arm, PsiQuantum is doubling down on its radical bet: you need 1 million qubits to unlock useful quantum computing.Shadbolt explains why PsiQuantum rejected incrementalism, how the partnership with Nvidia and Jensen Huang strengthens the roadmap, and why quantum is positioned as the next wave of compute alongside AI and semiconductors. From photonic chip breakthroughs to government partnerships in A...
2025-09-101h 57
SourceryAshlee Vance: Stories from Elon, Palmer Luckey, Bryan Johnson & Priscilla ChanAshlee Vance, best known as Elon Musk’s biographer, and now the creator of Core Memory, a frontier podcast and video series exploring space, science, and technology, joins Sourcery for a fun behind-the-scenes (BTS) on his most high profile guests.We talk about why Ashlee shifted from journalist to founder, his vision for Core Memory, and the guests who have defined the show — including Palmer Luckey, Bryan Johnson, and Priscilla Chan. Ashlee also reflects on his relationship with Elon Musk and the lessons he’s learned from him on persistence, prioritization, and relentless focus.
2025-09-0830 minSourceryThe CEOs Behind America’s Next Frontier in Air & Sea TravelAdam Goldstein (CEO of Archer), Billy Thalheimer (CEO of REGENT), and Mitch Lee (CEO of Arc) join Molly O’Shea to talk flying cars, flying boats, and the electrification of air & sea travel. Archer is scaling its Midnight aircraft for urban air taxis and defense applications; REGENT is launching high-speed seagliders that combine boats and planes; and Arc is bringing electrification to boats. From winning FAA support and building factories in Georgia and Rhode Island to preparing for the LA 2028 Olympics and contested logistics in the Indo-Pacific, these founders share how they’re creating entirely new transportation categories.
2025-09-071h 12
SourceryFired by Elon, Meta & Wendy’s, Now Raising Millions for Hello Patient*WARNING* Alex Cohen has one of the wildest founder journeys in tech. Fired by over 11 companies—including Elon Musk’s X, Meta, CrowdStrike, and even Wendy’s—he’s now the founder and CEO of Hello Patient, an AI platform transforming how healthcare practices engage with patients.In this conversation, Alex and Molly O’Shea dive into his underdog story, the viral parody videos that turned heads across the Valley, his 220k+ X following, why storytelling is the ultimate founder superpower, and yes, shares his latest experiments with peptides... Which all leads to Alex announcing H...
2025-09-0455 min
SourceryApple in China: The Capture of the World's Greatest Company | Patrick McGeePatrick McGee, author of Apple in China: The Capture of the World’s Greatest Company, joins Molly O’Shea to unpack his latest bestseller. McGee explains how Apple, once days away from bankruptcy, was saved by Tim Cook’s decision to move manufacturing to China. Tim Cook’s nearly trillion-dollar bet created the most advanced supply chain in history — and left Apple geopolitically captured. From Foxconn’s factory floors to Beijing’s political leverage, McGee shares how Apple’s growth empowered China’s rise as a global tech superpower.Putting numbers behind it, Tim Cook, had pledged...
2025-09-0125 min
SourceryHow The Thiel Fellowship Created $750B+ In Value | Ethereum, Figma, OYOIn just over a decade, The Thiel Fellowship has produced more than $750B* in value creation, with a 13.79% unicorn hit rate. Fellows launched some of the most important companies of the 21st century — Vitalik Buterin’s Ethereum, Dylan Field’s Figma, Lucy Guo’s Scale AI, Ritesh Agarwal’s OYO, Laura Deming’s Longevity Fund, and more. In this episode, Danielle Strachman, a Founding architect of the Thiel Fellowship, shares the inside story behind the radical program born out of Peter Thiel’s Thiel Foundation that gave $100K to teenagers willing to drop out of school and bu...
2025-08-291h 05
SourceryInside OpenAI’s $500B Valuation | Altimeter’s Largest BetWith $10B+ in AUM, Altimeter has made their largest bet in its history on OpenAI. Known for disciplined bets in generational companies like Snowflake, SpaceX, Anduril — and now OpenAI, the firm is now fully committed to the AI supercycle.In this episode, Apoorv Agrawal, Partner at Altimeter focused on AI and software, joins Molly O’Shea to break down how the firm evaluates opportunities in the AI supercycle. Apoorv explains why power laws govern venture returns, how Altimeter evaluated the $500B+ OpenAI opportunity, and why speed is the only defensible moat in AI.
2025-08-2759 min
SourceryHow 8VC Builds Billion-Dollar Companies | Palantir, Addepar, SaronicWith $6B+ in AUM, 8VC has taken a different approach to venture capital: instead of just funding startups, they also build them.Founding Partner Drew Oetting joins Sourcery to unpack 8VC’s infamous “Build” Program, where nearly 30% of the fund’s capital goes into companies they co-found. With a track record of creating 28 companies—including Affinity, Saronic, Epirus, and Resilience—alongside massive outcomes like Palantir ($370B), Addepar (Managing $7T+), and OpenGov ($1.8B acquisition), 8VC’s DNA is centered around building (*ehem Joe Lonsdale*).In this episode, we dive into:• How 8VC...
2025-08-2257 min
SourceryHow to Build a $100M+ Cult Brand: Sophia Amoruso on Nasty Gal, Girlboss & Trust FundSophia Amoruso is more than a founder, she’s a cultural icon. She built Nasty Gal from an eBay store into a $350M fashion powerhouse, bootstrapping to $28M in revenue, owning 80% at peak valuation, & crossing $100M in sales before VC funding led to bankruptcy.At the same time, she created GirlBoss—one of the first major movements for women in business & culture. It became a bestselling book, a Netflix series, & a global brand, cementing Sophia as a media and branding legend, with nearly 1M+ followers across platforms.But Sophia didn...
2025-08-1852 min
SourceryRainmaker’s Secret AI Plan for Superintelligent WeatherIn this episode of Sourcery, Augustus Doricko (Rainmaker) & Alex Levy (Atmo) break down how they’re reengineering the weather to solve one of humanity’s biggest challenges: freshwater scarcity.Rainmaker delivers water to farms, ecosystems, and watersheds through a modern precipitation enhancement system—combining radar validation, AI modeling, weather-resistant drones, and sustainable cloud seeding. It’s the only immediate, scalable solution for creating abundant freshwater.Atmo powers the system with next-gen AI meteorology, offering forecasts 100x more precise and 45,000x faster than legacy models—used by the U.S. Air Force...
2025-08-1547 min
SourceryHow The Rarest Company On Earth Raised $75MVulcan Elements CEO John Maslin joins Sourcery to announce their $65M Series A led by Altimeter (Brad Gerstner, Erik Kriessmann) with participation from One Investment Management (Rajeev Misra) to build the most advanced rare earth magnet factory in America—fully decoupled from China. Bringing their total funding to $75M.We cover why rare earth magnets are the “essential invisible building blocks of the economy,” powering everything from everyday consumer electronics, AI data centers, EVs, and robotics to satellites, drones, and every major U.S. defense platform. Maslin explains why China’s 90%+ dominance in magnet manufact...
2025-08-1138 min
SourceryNuclear Race to Power AI: Valar Atomics, Fuse, Not BoringIsaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) join Molly O’Shea to explore how nuclear energy—fission and fusion—is at the heart of America's industrial resurgence and the race for AI dominance.Isaiah unpacks Valar Atomic’s plan to scale modular fission reactors across the U.S., breaking decades of regulatory stagnation and reimagining how America powers its factories and data centers. JC shares Fuse’s rapid-fire progress in fusion technology, from breakthroughs in pulse neutron generation to vertical integration strategies that echo SpaceX. Packy ties it all together with insig...
2025-08-0849 min
SourceryCarta’s Path to $500M ARR, Raising $1B, & Why PE is The Future | Henry Ward, CEOHenry Ward, CEO of Carta, joins Sourcery to share how the company scaled to nearly $500M in ARR, raised $1B across seven rounds, and evolved from a startup serving cap tables to a platform targeting massive markets like private equity and private credit. Ward discusses the Peter Thiel-inspired strategy of dominating small markets before expanding, the importance of focusing on inputs over outputs, the challenges of selling to both hoodie-wearing founders and Midtown CFOs, and Carta’s AI-driven future. This wide-ranging conversation dives into scaling lessons, product innovation, network effects, and why private equity is the future.
2025-08-0636 min
SourceryPeter Thiel’s $50M Bet on American Nuclear Fuel, General MatterScott Nolan, Founder & CEO of General Matter and Partner at Founders Fund, joins Sourcery to break down America’s urgent need to rebuild its nuclear fuel supply chain. With $50 million in funding led by Founders Fund, General Matter is developing U.S.-based production of HALEU (high-assay low-enriched uranium), the nuclear fuel critical for powering next-generation reactors. As part of the recent investment, Peter Thiel, Founders Fund Partner & billionaire investor, is joining the board–a notable move for Thiel, who stepped down from Facebook’s board in 2022 and rarely takes on new board roles beyond his lo...
2025-07-3032 minSourceryWinning the AI Race & Reindustrialization | Christian Garrett, 137 VenturesChristian Garrett, Partner at 137 Ventures and Co-Founder of the Hill & Valley Forum, returns to Sourcery for a deep dive into Winning the AI Race—a high-stakes summit bringing together Trump, J.D. Vance, top tech CEOs, and government leaders to chart America’s AI future. In this fast-moving conversation, Christian breaks down how AI is driving reindustrialization across mining, energy, and manufacturing, why pricing—not capital—is the real bottleneck in U.S. mining, and how the Pentagon's landmark deal with MP Materials could start to reshape the global rare earths market. He also unpacks Applied Intuition’s $600M Series F a...
2025-07-2724 min
SourceryHow Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth IndustrySamir Vasavada joins Molly O'Shea on Sourcery to share how he and his co-founder Runik Mehrotra launched Vise as teenagers and scaled it to over $22 billion in platform assets with their leanest team ever: just about 40 people. After a record-breaking Q2 and 1275% YoY growth, Vise is leading the shift to Wealth 3.0 with personalized, automated portfolios that go beyond mutual funds and ETFs.Backed with $130 million in funding at a $1B valuation from Sequoia Capital, Founders Fund, and Allen & Co, Vise uses AI to help advisors build, manage, and explain portfolios across nearly every asset...
2025-07-2558 min
SourceryNat Friedman Leads $15M in Superintelligence Insurance Company | AIUCRune Kvist, CEO & Founder of the Artificial Intelligence Underwriting Company (AIUC), joins Sourcery to break down how his team is building the confidence infrastructure for AI adoption — and why every AI agent will soon need to be certified and insured.AIUC just came out of stealth with a $15M seed round led by Nat Friedman (NFDG), with participation from Emergence, Terrain, Ben Mann (Anthropic co-founder), former CISOs of Google Cloud & MongoDB, and other top AI operators.Rune was the first product & GTM hire at Anthropic, and now he’s buil...
2025-07-2353 minSourceryHow Palantir Is Modernizing the Military With AIGreg Little, Senior Counselor at Palantir, joins Sourcery to discuss how AI is reshaping national defense, why America must rebuild its manufacturing base, and the urgent need to weaponize capitalism. He shares a Game of Thrones-inspired breakdown of the defense ecosystem—from Lockheed to startups—and how Palantir’s tools are driving outcomes across the U.S. Navy, industrial supply chains, and even hospital systems. We unpack how the Pentagon needs to evolve, why AI isn’t just hype, and why Palantir’s First Breakfast initiative could be the key to winning the next great power competition.This conversation is part of...
2025-07-2236 minSourceryHadrian Raises $260M Series C Led by Founders Fund & Lux Capital; A Turning Point for U.S. ManufacturingChris Power, CEO of Hadrian, returns to Sourcery to break down the company’s newly announced $260M Series C.. bringing Hadrian’s total investment to ~$500M since founding the company in 2020. This round was closed in 3 weeks, with equity led by Delian Asparouhov of Founders Fund and Lux Capital, alongside a factory expansion loan facility from Morgan Stanley. The funding supports Hadrian’s rapid U.S. expansion, including Factory 3 in Mesa, Arizona, and the build-out of new divisions like Hadrian Maritime.Chris explains how Hadrian is evolving from precision part production to full product manufacturing, covering everyt...
2025-07-1832 min
SourceryHow Brex Hit $100B+ in TPV | M&A & Road to IPOArt Levy, Chief Business Officer at Brex, the $12.3 billion modern finance behemoth, breaks down why we’re seeing a Golden Age of M&A, with mega-acquisitions, reverse acqui-hires, and aggressive consolidation across the AI landscape. From Meta’s $14B 49% stake in Scale AI, to Google’s $32B Wiz deal, & Stripe’s aggressive crypto rail strategy, Art offers a sharp view into the strategies behind the biggest moves in tech & finance.We go deep on:• The rise of “tuck-in” M&A (Scale AI) + strategic AI consolidation• Best & worst practices for M&A• Brex’s...
2025-07-101h 35
SourceryInside a16z’s $15M Bet on Cluely: Lead Investor Bryan Kim Reveals AllBryan Kim, Partner at Andreessen Horowitz (a16z), focuses on early-stage investments in consumer and application-layer AI. He has invested in some of the most prolific consumer companies like: Captions, ElevenLabs, BeReal, Function Health, and more.One of his recent investments is viral phenomenon, Cluely, a controversial San Francisco-based AI startup founded by Roy Lee. Cluely has raised over $20M to date, with their most recent $15M investment from Bryan at a16z. Cluely is building an invisible desktop assistant to help you “cheat on everything.”We talk about:
2025-07-031h 12
SourceryHow Jack Altman Hit 100x Growth With Uncapped: AI, VC, FoundersJack Altman built Lattice into a multi-billion-dollar category leader, raising hundreds of millions along the way.Now he runs Alt Capital, backing 25 bold AI startups out of the $150M AUM fund III. This includes existing portfolio companies like Antares, Owner.com, David AI, Retell AI and more. In addition to that, we breakdown Jack’s new podcast Uncapped, which recently reached escape velocity in just 14 episodes after interviews. Uncapped is a podcast where Jack interviews founders and investors he genuinely admires, using those conversations to publicly explore the inner wo...
2025-06-2751 minSourceryCluely Raises $15 Million From a16z | Roy Lee, Founder & CEORoy Lee, Founder & CEO of Cluely, announces their $15M from Andreessen Horowitz to build what they call the most viral AI startup in the world. In this deep dive, we break down their product, business model, fundraising strategy, controversial stunt marketing playbook, and what it means to scale with creator-led growth. With over $20M in total funding, Cluely is building real-time, undetectable screen overlays, Cluely is rethinking how AI should show up in your workflow, and they’re doing it profitably. Cluely last announced their $5.3M Seed round in April 2025, co-led by Abstract Ventures and Su...
2025-06-2054 minSourceryHow Browserbase Raised $67.5M to Power AI Agents & Vibe CodersPaul Klein IV, founder & CEO of Browserbase, announces their $40M Series B at a $300M valuation led by Notable Capital. Browserbase has raised $67.5M in total funding in just 15 months (!!) since founding the company. Existing investors include big Silicon Valley funds like Kleiner Perkins, CRV, Basecase, and more. Paul shares how Browserbase is powering the next generation of AI agents and “vibe coders” by providing programmable, cloud-hosted browser infrastructure—what he calls “Twilio for headless browsers.”Special thank you to John at Strike Capital for the introduction, as well as Bucky Mo...
2025-06-1754 minSourcerySequoia Leads $75M Series B Into Nominal | Alfred Lin Joins BoardCameron McCord, CEO & Founder of Nominal, discuss their recent $75 million Series B round led by Sequoia, bringing their total funding to over $100 million. With this funding, #1 on the Midas list investor, Alfred Lin of Sequoia is joining their board. Alongside Stephen Slattery, Growth & Product at Nominal, they delve into Nominal’s rapid 10-day funding process, driven by thorough due diligence and their impressive customer testimonials. We go deeper into their innovative core products, Core and Connect, for hardware testing, software management, and their impressive traction in aerospace, defense, energy, and maritime industries. Closing large early customers like Sh...
2025-06-121h 27SourceryNucleus Launches First Genetically Optimized EmbryoWith $32M in total funding, Nucleus CEO Kian Sadeghi joins Molly to discuss the groundbreaking launch of Nucleus Embryo, a genetic optimization software designed to give children the best possible start in life. Kian explains how the software analyzes comprehensive genetic profiles of embryos, helping parents make informed decisions about traits such as disease risks and physical characteristics. The conversation delves into partnerships with companies like Genomic Prediction, the significance of this innovation in the broader context of the fertility crisis, and the ethical considerations and future implications of genetic optimization. Nucleus also touches...
2025-06-0435 minSourceryHow Wander Raised $50M to Reinvent Luxury TravelIn this episode, John Andrew Entwistle, founder & CEO, breaks down Wander’s explosive growth and recent $50M Series B round led by QED Investors and Fifth Wall, with support from Redpoint, Uncork, Starwood Capital, and Breyer Capital.Wander is building the first vertically integrated platform in vacation rentals, targeting the $35B luxury short-term rental segment with over 1,000 homes, a best-in-class 85 NPS, and 35,000+ nights booked to date.Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourceryMolly on X: https://x.com/MollySOShea...
2025-05-281h 08SourceryHow Whop Hit $1.2B GMV Run Rate with Just 20 EngineersWhop CTO Jack Sharkey reveals how they built a $1.2 billion GMV run rate platform with just 20 engineers, processing $108 million monthly & 5+ billion views for 28,000 creators worldwide. Whop has raised $80 million, valued at $800 million. He shares controversial takes on why junior engineers should skip big tech to build their own projects, how AI is making developers 5-10x more productive, and Whop's radical culture of requiring employees to have personal side projects with real users. Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourceryMolly on X: https://x.com/MollySOSheaJack on X: https://x.com/jacksharkey11
2025-05-2353 minSourceryHow Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 SpaceErik Kriessmann, Partner at Altimeter, joins Molly O'Shea to share his journey from leading human capital at Khosla & Index to writing $100+ million checks into Aerospace & Defense at Altimeter's $10 Billion AUM Fund. We go deep into his investment strategies, and his thoughts on key industry trends. Learn about his work with prominent companies like SpaceX, Anduril, and K2 Space, as well as the unique approach Altimeter takes in supporting founders and investing in transformative technologies. Erik also discusses the evolving exit environment, the impact of AI, and future opportunities in aerospace, defense, and hard tech. Don't...
2025-05-1655 minSourceryBucky Moore Joins $30 Billion AUM Mega Fund LightspeedBucky Moore joins Molly O'Shea to announce his new role as Partner at $30B AUM Lightspeed Venture Partners. Bucky opens up about his transition from Kleiner Perkins, the decision to join an established platform versus launching his own fund, the structural and economic elements of changing funds, and what it means to invest at the earliest stages during a generational market cycle.We dive deep into the evolution of megafunds, the heat they’re receiving, the shifting LP landscape, and how venture capital is being reshaped by the rise of targeting trillion-dollar outcomes in companies like OpenAI an...
2025-05-0544 minSourcerySuperpower Raises $30M Series A Led by ForerunnerJacob Peters, CEO & Co-Founder of Superpower, shares their recent $30 million Series A funding led by Forerunner Ventures. We go deeper into their ambitious vision of having an AI doctor in everyone's pocket and his own personal health journey that inspired the creation of Superpower.Superpower aims to provide a holistic and data-driven alternative to traditional medicine, offering personalized insights and actions to improve overall health. He also shares the meticulous steps taken to build the Superpower brand, including the creation of 'the world's healthiest hoodie' and securing the superpower.com domain. Get a glimpse...
2025-04-2248 minSourceryDelian Asparouhov: Varda’s Space Factories & Founders FundDelian Asparouhov, Co-Founder of Varda & Partner at Founders Fund | We discuss Varda's recent space missions, regulatory challenges, and the broader impact of venture capital in the aerospace industry. Delian shares insights on the complexities of defense and space regulations, the relationship between Silicon Valley and Washington DC, and in particular, the context of the Hill and Valley Forum, which aims to bridge the gap between tech leaders and defense officials. He also shares his thoughts on the future of space exploration—from adapting to other gravitational environments like Jupiter's, to the rise of the “Space Club,” including Eric Schmidt’s new ro...
2025-03-2855 minSourceryArielle Zuckerberg, Winning Founder Recipe: The Rizz & TizBehind the Magically Weird: Arielle Zuckerberg on Long Journey Ventures, Unique founders, and Purpose-Driven InvestingMolly O'Shea speaks with Arielle Zuckerberg, diving into her journey at Long Journey Ventures, discussing her unique investment philosophy and the importance of purpose-driven investing. From her hobbies like skiing and DJing to the critical lessons learned from legendary mentor John Doerr, Arielle shares how she evaluates founders using the 'Rizz and Tiz' theory. We uncover Long Journey's creative diligence adventures, the value of unusual startup ideas, and how Long Journey Ventures fosters a unique community for 'magically weird...
2025-03-1446 minSourceryTaking on an $80 Billion Dollar Market with Gen Z | Dylan DiamondDylan Diamond is the Co-Founder & CEO of Saturn, a viral Gen Z calendar app that's raised $68M after starting as a high school project. In this conversation, Dylan shares his journey of attracting major investors like Jeff Bezos and Mark Benioff, scaling the app to millions of users, and maintaining high retention rates across 18,000 schools.We also get insights into Gen Z behavior, the role of AI in app development, and building a sustainable product. This episode also explores the unique ad model Saturn has created, its long-term vision, and the challenges of maintaining...
2025-02-2139 minSourceryPacky McCormick, Not Boring | How writing led to investing in Ramp, Scale AI, Replit, VardaPacky McCormickI've teamed up with Passes to grant us access to a pro podcast studio in LA, exclusive early releases, audience Q&A, & BTS content. Sign up for Passes for more Sourcery content! https://www.passes.com/Follow Sourcery for the latest updates! https://www.sourcery.vc/Molly on X: https://x.com/MollySOSheaPacky on X: https://x.com/packyMTIMESTAMPS:1:30 - Growing to 239k+ Subscribers5:00...
2025-02-141h 01Sourcery$688 Million AUM in 2 Years Investing in Data, AI, Web3 & Blockchain | Tomasz TunguzTomasz Tunguz is a prominent venture capitalist and the founder & GP of Theory Ventures, a $688M AUM fund. Theory focuses on investing $1-25m in early-stage companies that leverage technology discontinuities into go-to-market advantages. Before Theory, he was a managing director at Redpoint Ventures, where he led investments into companies such as Looker, Expensify, Monte Carlo, Dune Analytics, and Kustomer. Throughout his career, Tunguz has been recognized for his data-driven approach to investing and his very popular, personal blog, TomTunguz.com.
Tomasz recently raised $450 million in November of 2024 for Theory Ventures' second fund, which...
2025-01-2438 min
Sourcery$688B AUM in 2 Years Investing in Data, AI, Web3 & Blockchain Technologies | Tomasz Tunguz
Tomasz Tunguz is a prominent venture capitalist and the founder & GP of Theory Ventures, a $688M AUM fund. Theory focuses on investing $1-25m in early-stage companies that leverage technology discontinuities into go-to-market advantages. Before Theory, he was a managing director at Redpoint Ventures, where he led investments into companies such as Looker, Expensify, Monte Carlo, Dune Analytics, and Kustomer. Throughout his career, Tunguz has been recognized for his data-driven approach to investing and his very popular, personal blog, TomTunguz.com.
Tomasz recently raised $450 million in November of 2024 for Theory Ventures...
2025-01-2438 minSourceryUnlocking Mental Resilience: How Spartan Race Builds Unstoppable Minds | CEO Joe De SenaJoe De Sena is the founder and CEO of Spartan Race, Inc. In this conversation, we discuss Joe’s 20+ years of Spartan Race, surviving covid, acquiring competition and investing in fitness companies. We also get into fitness tips, what to avoid, and how you can train for a Spartan Race.
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0:00 - Welcome Joe De...
2025-01-1634 minSourceryHow Lucy Guo Is Building A Creator Empire with Shaq, Kygo & Olivia Dunne | PassesLucy Guo is a prominent entrepreneur and investor, known for her role as a co-founder of various technology startups. She gained recognition as one of the early employees at the artificial intelligence startup, Scale AI.
We recorded this episode live from Lucy's new studio in Los Angeles! In this conversation, we discuss building in the creator economy, signing huge names, building a creator HQ in LA, biggest misconceptions, raising $50M in 2 yrs, ditching web3, and competitive fintech & data strategy.
Molly on X: https://x.com/MollySOShea
Lucy o...
2024-12-1434 minSourceryFormer Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex WorkIn this fascinating episode of Sourcery, host Molly O'Shea sits down with Richard Socher, founder and CEO of You.com and co-founder of AIX Ventures. Richard shares insights on building an AI-powered productivity engine, the future of AI agents, and his journey from academic researcher to successful entrepreneur and investor.
Special offer for Sourcery listeners: https://www.you.com/business/sourcery
For full show notes, visit: https://highlightai.com/share/43165ac6-1745-4dbb-bd68-18f13862e8db
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2024-10-2557 minSourceryRadiant CEO Doug Bernauer on Portable Nuclear Microreactors & the Future of Clean EnergySourcery’s Molly O’Shea sits down with Doug Bernauer, Founder and CEO of Radiant, a company pioneering portable nuclear reactors designed to replace traditional diesel generators. Doug shares insights from his experience working with Elon Musk at SpaceX and delves into Radiant’s mission and key innovations. He discusses their ambitious goal of fuel testing by 2026 and provides a technical deep dive into the technology, history, and safety measures of nuclear power. Discover how Radiant aims to meet clean energy needs in remote locations with their one-megawatt transportable nuclear reactors.
Quick Stats on Radian...
2024-05-3145 minSourceryMorgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in TechIn this episode, Molly O'Shea interviews Morgan Housel, a New York Times bestselling author and partner at The Collaborative Fund. They discuss the role of luck and risk in success, the complexities of genius visionaries like Elon Musk, Steve Jobs, Jensen Huang and more outliers, and the VC mindset.
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* @MollySOShea
* @morganhousel
Resources
* Same as Ever: A Guide to What Never Changes
* The Psychology of Money: Timeless lessons on wealth, greed, and happiness
* Check out Collaborative Fund: https://collabfund.com/
*Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
NVIDIA: h...
2024-04-0552 minSourceryChris Power, Hadrian: $10B or Zero, Revitalizing American ManufacturingIn this podcast, Molly O'Shea interviews Chris Power, Founder & CEO of Hadrian, a vertically integrated deep tech manufacturing company. Hadrian recently raised a $117M Series B to support its mission of revitalizing American manufacturing. The company experienced strong customer demand, leading to an accelerated fundraise to meet the needs of large customers and expand its factory and operations to multiple states to support its growth. The company's vertical integration, focus on software and robotics, and emphasis on talent and workforce development, create an industry-leading moat. The conversation covers the importance of manufacturing for global competitiveness, America's position in global...
2024-03-2951 minSourceryNick Abouzeid, Rivet: Growth "Hacking" Myths, What Worked at Ramp, & Better Tax ServicesIn this episode, Molly O'Shea is joined by Nick Abouzeid, co-founder of Rivet, a newly launched corporate and personal tax preparation firm. Prior to starting Rivet, Nick was a growth leader at Ramp, Main Street and Product Hunt. Molly and Nick deep dive on how to really drive growth, the misconceptions around growth marketing, and the supposed 'secret sauces’ strategies. They also discuss why venture-backed fintech startups need to focus on revenue generation in 2024 and why Nick took on venture capital to scale Rivet in a traditionally fragmented tax prep industry.
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2024-03-2242 minSourceryVarda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders FundIn this podcast episode Molly O'Shea interviews Delian Asparouhov, Partner at Founders Fund and Co-Founder and President of Varda Space Industries, who dives into his experience building and investing in biotech, aerospace, and manufacturing.
Asparouhov also discusses the evolution of his investment strategies, the difference between Khosla Ventures and Founders Fund, the evolution of El Segundo, & creating more inclusive cultures.
Resources
Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
Varda Space Industries https://www.varda.com/
Starlink https://www.starlink.com/
Elektrofi https://www.elektrofi.com/
...
2024-03-1552 minSourceryDavid Weisburd, 10X Capital: Finding Alpha and LP BiasIn this episode, Molly O'Shea talks with David Weisburd, Co-founder and Co-Head of Venture Capital at 10X Capital. They discuss the strategies for achieving alpha in VC, the significance of LP-GP dynamics, VC’s track record on predicting trends versus fads, and delve into David’s AI thesis.
Follow us on Twitter
@MollySOShea
@DWeisburd
Resources
David's Podcast: https://open.spotify.com/show/2MHgyKMmJgznPI66MLxZfC
David & J-Cal's Podcast: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK
OpenLP Powered by Sapphire: https://openlp.sapphireventures.com/
Subscribe to Sourcery: https://www.sourcery.vc/
2024-03-0835 minSourceryAlex Kolicich, 8VC: Exodus of Venture Capital, AI PredictionsIn this podcast episode, Molly O'Shea interviews Alex Kolicich, founding partner at 8VC, about 8VC’s portfolio construction, the VC ecosystem, the rate of innovation with AI, and the opportunities ahead. The conversation also covers the importance of understanding the limitations to AI and areas where these technologies will likely have the most impact.
Follow us on Twitter
@MollySOShea
@AlexKolicich
Resources
Alex’s Writing: https://www.alexkolicich.com/
Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
Ollama https://ollama.com/
PerplexityAI https://www...
2024-03-0348 min