PODCAST

Sourcery

Sourcery with Molly O"Shea

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

business investing

All Episodes

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

00:36:32

Made in America: How Palantir Is Modernizing the...

Sourcery ·

2025/07/22

Greg 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

00:32:48

Hadrian Raises $260M Series C Led by Founders Fund &...

Sourcery ·

2025/07/18

Chris 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

01:35:14

How Brex Hit $100B+ in TPV | M&A & Road to IPO

Sourcery ·

2025/07/10

Art 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) +

01:12:08

Inside a16z’s $15M Bet on Cluely: Lead Investor Bryan...

Sourcery ·

2025/07/03

Bryan 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

00:51:26

How Jack Altman Hit 100x Growth With Uncapped: AI,...

Sourcery ·

2025/06/27

Jack 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

00:54:19

Cluely Raises $15 Million From a16z | Roy Lee,...

Sourcery ·

2025/06/20

Roy 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

00:54:21

How Browserbase Raised $67.5M to Power AI Agents &...

Sourcery ·

2025/06/17

Paul 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

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