PODCAST

Sourcery

Sourcery with Molly O"Shea

Interviews with the top Investors, CEOs, & Founders

business investing

All Episodes

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,

00:25:06

Apple in China: The Capture of the World's Greatest...

Sourcery ·

2025/09/01

Patrick 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

01:05:48

How The Thiel Fellowship Created $750B+ In Value |...

Sourcery ·

2025/08/29

In 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

00:59:15

Inside OpenAI’s $500B Valuation | Altimeter’s Largest...

Sourcery ·

2025/08/27

With $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+

00:57:46

How 8VC Builds Billion-Dollar Companies | Palantir,...

Sourcery ·

2025/08/22

With $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

00:52:33

How to Build a $100M+ Cult Brand: Sophia Amoruso on...

Sourcery ·

2025/08/18

Sophia 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

00:47:53

Rainmaker’s Secret AI Plan for Superintelligent Weather

Sourcery ·

2025/08/15

In 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

00:38:41

How The Rarest Company On Earth Raised $75M

Sourcery ·

2025/08/11

Vulcan 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

00:49:58

Nuclear Race to Power AI: Valar Atomics, Fuse, Not...

Sourcery ·

2025/08/08

Isaiah 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

00:36:43

Carta’s Path to $500M ARR, Raising $1B, & Why PE is...

Sourcery ·

2025/08/06

Henry 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

00:32:20

Made in America: Peter Thiel’s $50M Bet on American...

Sourcery ·

2025/07/30

Scott 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

00:24:24

Made in America: Winning the AI Race &...

Sourcery ·

2025/07/27

Christian 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

00:58:06

How Vise Hit $22B in Platform Assets, Reshaping The...

Sourcery ·

2025/07/25

Samir 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 &

00:53:59

Nat Friedman Leads $15M in Superintelligence...

Sourcery ·

2025/07/23

Rune 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

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