PODCAST

Sourcery

Sourcery with Molly O"Shea

Interviews with the top VCs & Founders leading the next tech innovation cycle.

business investing

All Episodes

00:44:28

Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel...

Sourcery ·

2025/10/30

Alfred 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

00:34:55

Inside Sequoia’s Strategy: Alfred Lin on Company...

Sourcery ·

2025/10/27

Sequoia 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

01:06:46

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy

Sourcery ·

2025/10/23

Michael 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 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

00:36:01

Elad Gil, Jared Kushner & Eric Wu on AI in Business |...

Sourcery ·

2025/10/20

Elad 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

00:37:52

Elad Gil Explains Why 90% of Startups Fail in Every...

Sourcery ·

2025/10/17

Elad 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

00:49:57

Inside The $2.2B AI Research Accelerator | Turing

Sourcery ·

2025/10/10

AI 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

00:37:37

Base Power Raises $1B led by Addition, with Trust...

Sourcery ·

2025/10/08

At 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

00:53:45

Epirus & Galvanick CEOs on the Future of Defense &...

Sourcery ·

2025/10/05

Andy 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

00:44:25

What Gets You Funded in AI: Insights from Felicis,...

Sourcery ·

2025/10/04

Astasia 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

00:49:09

17x Midas List VC Navin Chaddha on The 100x AI...

Sourcery ·

2025/10/01

Navin 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

00:51:15

Joby, Dirac & Allen Control: The Future of Air, AI &...

Sourcery ·

2025/09/30

America’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

00:58:07

Factory Raises $50M from NEA, Sequoia Capital,...

Sourcery ·

2025/09/25

Factory 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

00:38:23

Keith Rabois: Lessons from PayPal Mafia, $OPEN, &...

Sourcery ·

2025/09/19

Keith 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

00:24:00

Keith Rabois on Opendoor ($OPEN) Activist Turnaround

Sourcery ·

2025/09/15

Keith 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

01:00:14

Klarna's IPO CEO Sebastian Siemiatkowski

Sourcery ·

2025/09/12

Klarna 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

00:25:39

EXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on...

Sourcery ·

2025/09/11

EXCLUSIVE: 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

01:57:47

PsiQuantum’s $1B Series E, Nvidia, & the Race to 1...

Sourcery ·

2025/09/10

Pete 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

00:30:32

Ashlee Vance: Stories from Elon, Palmer Luckey, Bryan...

Sourcery ·

2025/09/08

Ashlee 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

01:12:31

The CEOs Behind America’s Next Frontier in Air & Sea...

Sourcery ·

2025/09/07

Adam 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

00:55:22

Fired by Elon, Meta & Wendy’s, Now Raising Millions...

Sourcery ·

2025/09/04

*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,

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