Sourcery

00:28:00

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

Sourcery ·

2026/10/05

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 the beginning of the “singularity epoch.” We get into why computer use could be the next major leap in AI, how agents will reshape product discovery and transactions, and why Stripe is rebuilding parts of its infrastructure for AI instead of humans.We also cover

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00:58:30

Frontier AI Is a Ferrari. Most Companies Need a Model...

Sourcery ·

2026/10/02

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 environments, and why AI agents that can operate for days today could eventually work autonomously for weeks, months and years.Jonathan explains why open-weight models are now roughly 3–6 months behind the frontier, why enterprises are building their own AI systems,

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01:02:03

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

Sourcery ·

2026/10/01

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 healthcare investor on the Forbes Midas List multiple times. Her portfolio includes athenahealth, Devoted Health, One Medical, CareBridge, VillageMD, Main Street Health, Komodo Health, and Chai Discovery.Recorded at the New York Stock Exchange, the conversation

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00:13:40

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

Sourcery ·

2026/09/30

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 is approaching the physical limits of simply making transistors smaller.I sat down with Steven Latré, VP of AI at imec and Thema Board Member, and Adam Chambers of Strike Capital, to talk about what comes after the GPU and where the next wave of value in AI

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00:21:50

The $500B Opportunity in Europe’s Defense Buildout

Sourcery ·

2026/09/30

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 manufacture at scale. Component lead times can stretch into years, certain contracts can take 4–5 years to deliver and modern warfare increasingly requires systems produced in the tens of thousands, hundreds of thousands or even millions. As Aistis

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00:33:19

The $10T AI Buildout Has a Photonics Problem

Sourcery ·

2026/09/30

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 optical interconnects and silicon photonics.I sat down with Thema's Herwig Van Hove and Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure.Yannick spent five years at NVIDIA, where he

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00:14:31

The $3B Company Trying to Beat Amazon Prime

Sourcery ·

2026/09/29

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 Stord Founder & CEO Sean Henry in Cap Ferrat to talk about the company's $250M Series F, its massive bet on robotics and AI, and why he believes the biggest value from this technology may ultimately accrue to physical businesses, not the AI and robotics

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00:12:48

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

Sourcery ·

2026/09/29

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 sales and operating machine behind one of the fastest-growing companies in tech.Shuo co-founded Deel alongside Alex Bouaziz, Co-Founder & CEO, in 2019. They built Deel as a global company from day one. Today, the company helps businesses hire, manage and

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01:05:22

How Apollo, Citadel, Blackstone, & Bridgewater Built...

Sourcery ·

2026/09/28

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, venture capital, banking and technology — representing clients with roughly $70 trillion in combined AUM.We sat down at the New York Stock Exchange to unpack how the most powerful firms and financiers build their brands, what destroys a reputation, how to recover

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00:47:19

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

Sourcery ·

2026/09/27

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, Blake Scholl, Martin Shkreli and more — alongside hosts Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg.Over three days, some of the biggest names across technology, AI, investing, energy, space, media and politics came together for

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01:18:49

a16z Just Launched a School

Sourcery ·

2026/09/22

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 including Adam D’Angelo, Tobi Lütke, Tony Xu, Fidji Simo and Shyam Sankar, Horowitz Andreessen Academy is an AI-native, unaccredited residential program designed for some of the world’s most ambitious young builders.Its Founding Class will bring roughly 50

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00:48:09

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

Sourcery ·

2026/09/21

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 he started in 2015 with a $125M debut fund alongside Pierre Lamond, who was 85 at the time & had already spent a career at Fairchild Semiconductor under Gordon Moore, co-founded National Semiconductor, & put in 27 years as a GP at Sequoia Capital

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00:12:40

Brad Gerstner on the Largest Wealth Transfer to...

Sourcery ·

2026/09/20

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 otherwise had zero, who feel like they're totally out of the game.”Stats:› 70M U.S. kids under 18 is the goal› $6.25B committed by Michael & Susan Dell to fund $250 investment account deposits for 25 million U.S. children aged 10 & under› Up to $100M

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01:14:56

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

Sourcery ·

2026/09/18

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 company.Luca takes us inside Bending Spoons’ centralized technology platform, including 50+ proprietary tools, 95% of code being written by AI, its internal Alt Spooner agents, and why he estimates the company is now 2–3X more productive. We also discuss the

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00:23:38

Brad Gerstner: The $100 Test That Could Save 50,000...

Sourcery ·

2026/09/17

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 preventing heart attacks at scale.Heart disease kills ~800,000 Americans annually. Brad and Jason believe scaling CAC scans to 40M people a year could save 50,000 lives and $20B in government healthcare costs annually.Rob Goldberg joined us to explain why the

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01:17:46

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

Sourcery ·

2026/09/14

Bending Spoons buys companies and never sells them. Since listing in July it has spent roughly $2.6B across Airtable and Miro, and the pipeline has never been fuller.Bending Spoons (NASDAQ BSP) is a Milan-based technology company that acquires digital businesses, rebuilds them on its own platform, and holds them permanently. It owns AOL, Airtable, Vimeo, Eventbrite, Evernote, WeTransfer, Brightcove, Tractive, Remini, komoot, Harvest, StreamYard and Meetup, with more than 500 million monthly active

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00:59:51

Saronic's 4 Co-Founders on Building a $9.25B...

Sourcery ·

2026/09/10

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 brings together deep experience across defense, maritime autonomy, engineering, and investing: Dino spent 11 years as a Navy SEAL before joining Vista Equity Partners; Doug has built maritime autonomy systems since 2012; Rob spent 21 years in the Marine Corps before

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00:29:55

Dino Mavrookas: America Needs to Build Ships Again

Sourcery ·

2026/09/08

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 industrial base.In Part II of our three-part series inside Saronic, Dino and I sit down to go deeper into the business, the market, and why America’s shipbuilding gap has become a national security problem.China now outbuilds the U.S. 230 to 1. The U.S. Navy

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00:33:00

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

Sourcery ·

2026/09/07

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 has raised $2.6B at a last valuation of $9.25B. We walk the Corsair production line, which has capacity for 2,000 autonomous boats per year, and climb aboard Mirage, its new 52-foot vessel with 2,500+ nautical miles of range and 3,500 lbs of payload

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01:08:44

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

Sourcery ·

2026/09/03

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 PsiQuantum, optics in data center design with Lumentum, and XPU and AI chip co-design with Broadcom.Tony breaks down the shift from a software-centric world to a compute-centric one, and why roughly $1 trillion of CapEx this year, and $10 trillion over the next 5

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