Sourcery

00:46:16

Inside Bridgit Mendler’s New 185,000 sqft Northwood...

Sourcery ·

2026/08/31

Bridgit Mendler, Co-founder & CEO of Northwood Space, gives Sourcery a first look inside the company’s new 185,000 sqft headquarters and factory in Torrance, California.Northwood has raised over $136M since 2022, including a $100M Series B in January 2026 led by Washington Harbour Partners and co-led by Andreessen Horowitz, with Founders Fund, 137 Ventures, Alpine Space Ventures, Balerion and Fulcrum participating. The company also signed a $49.8M contract with the US Space Force to support the

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00:28:02

Inside Rocket Lab: How Sir Peter Beck Is Building...

Sourcery ·

2026/08/28

Tour 02: We’re back inside Rocket Lab with Founder & CEO Sir Peter Beck, this time for a behind-the-scenes tour of the company’s Engine Development Center and the technology powering Electron and its next-generation Neutron rocket.Peter walks us through Rocket Lab’s additive manufacturing operation, where the vast majority of its engines by mass are 3D printed, and breaks down the engineering behind Rutherford and the much larger Archimedes engine being built for Neutron.We see Archimedes thrust

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00:24:49

Rocket Lab HQ Tour with Sir Peter Beck | Factory...

Sourcery ·

2026/08/26

Factory Tour 1 of 2: We went inside Rocket Lab with Founder & CEO Sir Peter Beck for a behind-the-scenes look at how one of the world’s leading space companies actually builds.In the first part of our Rocket Lab factory tour, Peter takes us through the company’s Long Beach headquarters, mission control, satellite manufacturing, spacecraft testing, electric propulsion, and NASA’s LOxSAT program.Along the way, we trace Rocket Lab’s evolution from a tiny New Zealand startup with less than $100,000

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00:38:38

Inside Rocket Lab w/ CEO Sir Peter Beck: Record...

Sourcery ·

2026/08/24

Sir Peter Beck founded Rocket Lab 20 years ago. Today, the company is scaling far beyond launching rockets.Rocket Lab (NASDAQ: RKLB) just posted a record Q2 2026:• $234M revenue, +62% YoY• $2.36B record backlog, +137% YoY• $437M+ in new launch contracts• $581M+ in new Space Systems contracts• 90+ launches in backlog• Q3 revenue guidance of 250M–265MWe sat down with Founder & CEO Sir Peter Beck after touring Rocket Lab’s Long Beach facility to break down what comes next.Peter explains Rocket

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00:59:51

Ben Lamm CEO of $12B Colossal Biosciences & $3.8B...

Sourcery ·

2026/08/20

Ben Lamm is the Co-founder and CEO of Colossal Biosciences + their AI spinout, Astromech. Colossal is the $12 billion de-extinction company using genome engineering, AI and reproductive technologies to bring extinct species back to life, while Astromech is its AI biology spinout, now valued at $3.8 billion.We went inside Colossal’s lab to see its Gen 2 woolly mice and sat down with Ben to discuss the technology behind the dire wolf, the race to bring back the woolly mammoth, and the much bigger

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00:59:09

Nikesh Arora, CEO Palo Alto Networks ($PANW)

Sourcery ·

2026/08/17

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the cybersecurity giant that has grown from roughly $18 billion in market cap when he joined to around $300 billion today.We sat down at Palo Alto Networks to discuss why Nikesh believes the AI cybersecurity boom is only beginning, how companies will defend themselves against increasingly powerful AI attacks and rogue agents, and why the time between discovering a vulnerability and exploiting it is collapsing.Nikesh also explains why he

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01:26:38

How AppLovin Built a $100B Ad Machine

Sourcery ·

2026/08/14

Adam Foroughi, Co-Founder & CEO of AppLovin, and Giovanni Ge, CTO of AppLovin, join Sourcery from AppLovin’s Palo Alto headquarters for a deep dive into the technology and strategy behind its advertising business.Gio joined AppLovin in late 2022, when the company was worth roughly $5.5 billion, and helped architect Axon 2, the recommendation engine that became central to AppLovin’s transformation. The new architecture improved predictions and advertiser returns, helping drive the company’s

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00:20:09

Inside Neros’ Factory Built to Make 1 Million Drones...

Sourcery ·

2026/08/12

Sourcery goes inside Neros Technologies’ new 250,000-square-foot Millennium One facility with Co-Founder & CEO Soren Monroe-Anderson.Neros designed the factory with enough space to eventually produce one million drones per year. Today, the company says it is already manufacturing more than 250 drones per day, with engineering, testing, supply chain and production operating under one roof.Soren takes us through Neros’ engineering labs, flight-test operation, drone and ground-station assembly

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00:43:56

Neros Raises $250M Series C at $2.5B to Build 1...

Sourcery ·

2026/08/11

Soren Monroe-Anderson, Co-Founder & CEO of Neros Technologies, joins Sourcery from the company’s new 250,000-square-foot factory in Torrance following its $250 million Series C at a $2.5 billion post-money valuation.The round, led by Sequoia and American Strategic Technology Fund, comes as Neros expands from its core Archer FPV platform into multiple product lines, including Archer AI and Bandit, its counter-UAS interceptor. Neros is also fresh off a $500 million Army IDIQ and is building toward

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00:25:03

Base Power Hits $13B Valuation on $1B Series D

Sourcery ·

2026/08/03

Justin Lopas, Co-Founder and COO of Base Power, joins Sourcery at Factory 1 in Austin for the launch of Base Core and the company's $1 billion Series D.The round values Base at $13 billion post-money and is led by Ribbit, Addition, Valor Equity Partners, and JPMorganChase's Strategic Investment Group. Existing investors Thrive Capital, a16z, Lightspeed, Trust Ventures, and CapitalG re-invested, bringing total capital raised past $2.5 billion.Base Core is the largest standalone home battery

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00:46:28

AssemblyAI CEO Dylan Fox on 120 Million Voice...

Sourcery ·

2026/07/31

Dylan Fox is the founder and CEO of AssemblyAI, the voice AI infrastructure platform behind AI notetakers, medical scribes, drive through ordering, contact centers and humanoid robots. AssemblyAI went through Y Combinator's first AI batch in 2017 and now serves over 1 million developers with roughly 100 million API calls a day.We get into the volume numbers, why weekly conversations are up over 800% in three years, the three macro trends pulling voice into everything, why coding agents turned

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00:23:56

The Stock That Went Up 1000% | Lumentum CEO

Sourcery ·

2026/07/29

Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them.Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking and laser technologies powering AI data centers. Before joining Lumentum in 2025, he served as CEO of Synaptics and previously led Finisar, making him one of the few executives to lead three public technology companies.In this conversation from the RAISE Summit in Paris, Michael explains why AI is

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00:43:24

Inside the Fastest-Growing Category in AI: Scott Wu,...

Sourcery ·

2026/07/27

Scott Wu, CEO & Co-Founder of Cognition, joins Sourcery in Paris amid the RAISE AI Summit. Cognition is the applied AI lab behind Devin, the autonomous AI software engineer, and Devin Desktop, formerly Windsurf. The company has raised more than $2.5 billion, including a $1 billion round in May 2026 at a $26 billion valuation, while growing annualized revenue from roughly $37 million to $492 million in a year. Devin now writes roughly 95% of Cognition's own code, total code shipped has grown

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01:08:44

BlackRock's Tony Kim on AI's Next Winners? Chips,...

Sourcery ·

2026/07/24

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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01:04:41

David Friedberg on the Economic Crisis Nobody Wants...

Sourcery ·

2026/07/22

David Friedberg takes America's 250th anniversary as a starting point to ask where does the country actually stand? And how do the bottom 50% get left behind?He argues the wealth gap is widely misunderstood, pointing to roughly $183 trillion in total US household net worth, compared to about $8 trillion held by billionaires and $4 trillion by the bottom half of Americans. His view is that the rich didn't take everything. Instead, the bottom 50% never got to own the productive assets that created the

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00:43:11

Data is Back: MongoDB, Databricks, Snowflake

Sourcery ·

2026/07/20

CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, the return of data sovereignty, & what a bank's real agentic architecture actually looks like."Data is the unsung hero and data is back. You cannot create an AI application without a great data layer, and your AI application is as good as your data.""You see these hyperscalers,

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00:56:44

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12...

Sourcery ·

2026/07/19

Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe. 12 founders, operators, and investors give us their hottest takes on the debates splitting the room right now: is token maxing genius or a waste, is open source dying or about to take over, and are we in a bubble.The disagreements were the best part. Dylan Patel (SemiAnalysis) loves token maxing and says open source is dying quickly, while others call token maxing the wrong approach entirely. Qasar Younis (Applied Intuition) on the

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00:41:09

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest...

Sourcery ·

2026/07/19

Day 1 of RAISE Summit in Paris, the most high-profile AI summit in Europe. We pulled 10 of the sharpest founders, operators, and investors aside for their hottest takes on the debates defining AI right now.Open source vs closed models dominated the room, alongside agents rewriting how work gets done, the death of the keyboard and mouse, the economics of inference, and physical AI moving from data centers into cars, devices, and even orbit. Real numbers, real disagreements, and a few pieces of

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00:59:56

SambaNova CEO on Raising $1B at $11B: "It's a Land...

Sourcery ·

2026/07/17

Rodrigo Liang is the CEO and Co-Founder of SambaNova. The company just announced a first close on a $1B round at an $11B valuation, led by General Atlantic with T. Rowe Price and Capital Group participating.Rodrigo has spent 32 years building chips. We covered the 101 of semiconductors and data centers: what inference is, why it is a different problem than training, and why inference will require orders of magnitude more chips than training.He walks through SambaNova's chip lineup from SN10 to

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00:15:31

Fmr SpaceX CIO Ken Venner on Elon, Gwynne, & SpaceX...

Sourcery ·

2026/07/16

"Elon Musk was really good about keeping the mission as a forefront focus for what we were doing, & just energized everyone to get it done."Now Chief Tech & Product Officer, Senra Systems Ken Venner spent 11 years at Broadcom, joining at 1,000 people and $400 million in revenue and leaving at 10,000 employees and $8.6 billion, across 52 acquisitions. Then he became CIO of SpaceX, where Elon hired him to build the digital nervous system for a 21st century rocket company. The result

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