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von Sourcery with Molly O'Shea

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Interviews with the top Investors, CEOs, & Founders

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  1. Inside Starcloud’s $2B Space Factory

    I went inside Starcloud’s headquarters in Redmond, Washington, right outside of Seattle, to tour the $2.3B company building AI data centers in space. Philip Johnston, CEO & Co-Founder led the tour, alongside technical features with Co-Found

  2. I Got Interviewed! The Story Behind Sourcery, Alex Karp, Sam Altman Clip..

    I got interviewed! Paige Finn Doherty of Behind Genius sat down with me in the yard to look back on Sourcery's insane growth for her 100th episode. Copy below is from her post, check out her podcast Seed to Harvest. (https://open.spotify.co

  3. Franklin Templeton CEO on SpaceX, Anthropic, Circular Deals & the State of the Market

    Is AI in a bubble? What happens to circular AI financing deals, and why is one of the world's largest asset managers investing in SpaceX and Anthropic? I sat down with Jenny Johnson, CEO of Franklin Templeton ($1.8T AUM), at the firm's NYC

  4. The $2B AI Startup Simulating Human Behavior with 85% Accuracy

    What if AI could predict human behavior before it happens? I sat down with Joon Sung Park, Co-Founder & CEO of Simile, the $2B AI startup building foundation models of human behavior, backed by Greenoaks, Index Ventures, + investors includi

  5. Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x

    Former Twitter CEO & CTO Parag Agrawal predicts AI agents could drive another 5,000–10,000x increase in web usage, fundamentally transforming how the internet operates and makes money. Now Founder & CEO of $2 Billion Parallel Web Systems, P

  6. Apollo’s Yahoo Playbook, 5 Years After the $5B Deal

    Apollo bought Yahoo and AOL from Verizon in 2021 for about $5B. 5 years later, Yahoo has returned Apollo’s capital in one of the fastest returning deals in the firm’s history. Jim Lanzone has been CEO of Yahoo since September 2021. Yahoo ra

  7. Vercel CEO Guillermo Rauch on Building the Internet for Agents

    Guillermo Rauch, Founder and CEO of Vercel, joins Sourcery from the company's San Francisco headquarters to discuss how AI agents are transforming software development, infrastructure, and the economics of SaaS. Vercel has reportedly reache

  8. Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine

    Dr. Nworah Ayogu, MD, MBA, Partner at Thrive Capital, joins Sourcery to discuss how AI is transforming drug discovery, medicine, and the economics of healthcare. A Harvard-trained physician, founding team member of Cityblock Health, former

  9. Perplexity CEO: SMBs Could Drive the Next Economic Boom

    Perplexity Founder & CEO Aravind Srinivas believes the next wave of American economic growth could come from smaller, AI-native businesses, not just the largest technology companies. Perplexity, valued at ~$20B with more than $2B in reporte

  10. USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano

    USV spent 20 years keeping its funds small on purpose. Its new $900M raise is the largest fund cycle in the firm’s history. I sat down with USV General Partners Fred Wilson, Rebecca Kaden and Michael Mignano at the firm’s New York office to

  11. John Collison, Stripe: AI Agents Will Rewire the Internet

    John Collison, Co-Founder of Stripe, on how AI agents are changing commerce, payments and the internet itself. I sat down with John at Browserbase Navigate to talk agentic commerce, computer use, cybersecurity and why Stripe considers 2026

  12. Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

    Jonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery to break down how AI training & deployment are changing in 2026. We cover the shift from training models to pass benchmarks to training agents for real work through RL environme

  13. Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor

    Annie Lamont is Co-Founder and Managing Partner of Oak HC/FT, the healthcare and fintech investment firm she built with Andrew Adams. Across 40+ years she has managed $14B, backed 70+ successful exits and 15 IPOs, and been named the top hea

  14. IMEC Says Today’s AI Will Look Ancient in 10 Years

    AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the same time, the semiconductor industry i

  15. The $500B Opportunity in Europe’s Defense Buildout

    Europe is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems. After decades of underinvestment, Europe's defense industry needs to dramatically increase its ability to

  16. The $10T AI Buildout Has a Photonics Problem

    AI's next infrastructure bottleneck? It's everything connecting them. As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper interconnects are running out of steam, pushing the industry toward o

  17. The $3B Company Trying to Beat Amazon Prime

    Stord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years. The goal: level the playing field with Amazon Prime for the other two-thirds of commerce on the internet. I sat down with

  18. How Deel Scaled From $100M to $1B+ ARR in 3 Years

    Deel went from $1M to $100M in ARR in under 20 months, then from $100M to $1B in just 3 years. Today, the company has surpassed $1.5B in revenue and is valued at $17.3B. I sat down with Shuo Wang, Co-Founder & CRO of Deel, to break down the

  19. How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands

    Jen Prosek has spent more than two decades helping build and protect the reputations of some of the biggest names in finance. She is the Founder & Managing Partner of Prosek Partners, which works across private markets, asset management, ve

  20. 10 of The Wildest Hot Takes From the All-In Summit 2026

    The All-In Summit returned to Los Angeles this year with one of its biggest lineups yet: Elon Musk, Jensen Huang, Satya Nadella, Gwynne Shotwell, Jared Isaacman, Brad Gerstner, Bill Gurley, Dina Powell McCormick, Jake Paul, Nick Shirley, Bl

  21. a16z Just Launched a School

    Gagan Biyani, Founder & CEO of Horowitz Andreessen Academy (fmr Co-Founder of Udemy and Maven), joins Sourcery from a16z’s San Francisco office to unveil a new kind of school built for the AI era. Backed with $42M from a16z and investors in

  22. Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries

    Eclipse spent 8 years investing in manufacturing, space, semiconductors, defense & mining while the rest of Silicon Valley funded SaaS. Lior Susan says the math was never close. Lior Susan is the Founder & CEO of Eclipse, the Palo Alto firm

  23. Brad Gerstner on the Largest Wealth Transfer to America’s Kids

    Brad Gerstner, Founder of Invest America, on scaling Trump Accounts with Michael Dell: “We forecast that within the next 10 years, we will have $4 trillion in Trump Accounts.” “This is $4 trillion of wealth transfer to kids who would've oth

  24. Bending Spoons is Eating Silicon Valley | CEO Luca Ferrari

    Luca Ferrari, Co-Founder & CEO of Bending Spoons, sits down with Molly O’Shea at the company’s Milan headquarters for Part II of our Bending Spoons series, going deeper into the technology, culture and operating philosophy behind the compan

  25. Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year

    Brad Gerstner & Jason Chang are trying to turn the $100 CAC heart scan into the “mammogram for the heart.”At the All-In Summit, Brad and Jason brought his mobile coronary artery calcium CT scanner to screen attendees & make the case for pre

  26. Inside Bending Spoons: Buying Airtable, AOL, Vimeo & Eventbrite

    Bending Spoons buys companies and never sells them. Since listing in July it has spent roughly $2.6B, and the pipeline has never been fuller. Bending Spoons (NASDAQ BSP) is a Milan-based technology company that acquires digital businesses,

  27. Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III

    Dino Mavrookas, Rob Lehman, Doug Lambert, and Vibhav Altekar are the 4 Co-Founders of Saronic, the autonomous maritime company that has gone from founding in 2022 to raising ~$2.6B at a $9.25B valuation in just 4 years. The founding team br

  28. Dino Mavrookas: America Needs to Build Ships Again

    Dino Mavrookas, Co-Founder & CEO of Saronic, is building one of the fastest-growing defense companies in America. Saronic is now valued at over $9B, has raised $2.6B, and is making a multi-billion-dollar bet on rebuilding America’s maritime

  29. Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas

    Saronic Co-Founder & CEO Dino Mavrookas takes us on a tour of the company’s 420,000 sqft autonomous boat factory in Austin, Texas. This is Part I of a 3-Part Saronic dive. Sit-downs with all 4 co-founders to follow. Founded in 2022, Saronic

  30. BlackRock's Tony Kim on AI's Next Winners?

    Tony Kim is Managing Director and Head of the Global Technology Team within Fundamental Equities at BlackRock. Recorded at the RAISE Summit in Paris, where Tony spoke on 4 panels, next-gen accelerators with d-Matrix, quantum computing with

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