PODCAST

Sourcery

Sourcery with Molly O"Shea

Interviews with the top Investors, CEOs, & Founders

business investing

All Episodes

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

01:27:44

Sequoia Leads $75M Series B Into Nominal | Alfred Lin...

Sourcery ·

2025/06/12

Cameron McCord, CEO & Founder of Nominal, discuss their recent $75 million Series B round led by Sequoia, bringing their total funding to over $100 million. With this funding, #1 on the Midas list investor, Alfred Lin of Sequoia is joining their board. Alongside Stephen Slattery, Growth & Product at Nominal, they delve into Nominal’s rapid 10-day funding process, driven by thorough due diligence and their impressive customer testimonials. We go deeper into their innovative core products,

00:35:29

Nucleus Launches First Genetically Optimized Embryo

Sourcery ·

2025/06/04

With $32M in total funding, Nucleus CEO Kian Sadeghi joins Molly to discuss the groundbreaking launch of Nucleus Embryo, a genetic optimization software designed to give children the best possible start in life. Kian explains how the software analyzes comprehensive genetic profiles of embryos, helping parents make informed decisions about traits such as disease risks and physical characteristics. The conversation delves into partnerships with companies like Genomic Prediction, the significance of

01:08:29

How Wander Raised $50M to Reinvent Luxury Travel

Sourcery ·

2025/05/28

In this episode, John Andrew Entwistle, founder & CEO, breaks down Wander’s explosive growth and recent $50M Series B round led by QED Investors and Fifth Wall, with support from Redpoint, Uncork, Starwood Capital, and Breyer Capital.Wander is building the first vertically integrated platform in vacation rentals, targeting the $35B luxury short-term rental segment with over 1,000 homes, a best-in-class 85 NPS, and 35,000+ nights booked to date.Earn Sourcery Content Rewards:

00:53:34

How Whop Hit $1.2B GMV Run Rate with Just 20 Engineers

Sourcery ·

2025/05/23

Whop CTO Jack Sharkey reveals how they built a $1.2 billion GMV run rate platform with just 20 engineers, processing $108 million monthly & 5+ billion views for 28,000 creators worldwide. Whop has raised $80 million, valued at $800 million. He shares controversial takes on why junior engineers should skip big tech to build their own projects, how AI is making developers 5-10x more productive, and Whop's radical culture of requiring employees to have personal side projects with real users

00:55:18

How Altimeter Is Investing $100M+ Checks | Anduril,...

Sourcery ·

2025/05/16

Erik Kriessmann, Partner at Altimeter, joins Molly O'Shea to share his journey from leading human capital at Khosla & Index to writing $100+ million checks into Aerospace & Defense at Altimeter's $10 Billion AUM Fund. We go deep into his investment strategies, and his thoughts on key industry trends. Learn about his work with prominent companies like SpaceX, Anduril, and K2 Space, as well as the unique approach Altimeter takes in supporting founders and investing in transformative

00:44:46

Bucky Moore Joins $30 Billion AUM Mega Fund Lightspeed

Sourcery ·

2025/05/05

Bucky Moore joins Molly O'Shea to announce his new role as Partner at $30B AUM Lightspeed Venture Partners. Bucky opens up about his transition from Kleiner Perkins, the decision to join an established platform versus launching his own fund, the structural and economic elements of changing funds, and what it means to invest at the earliest stages during a generational market cycle.We dive deep into the evolution of megafunds, the heat they’re receiving, the shifting LP landscape, and how venture

01:04:00

Windsurf: The Making of a Billion-Dollar AI Company

Sourcery ·

2025/05/02

Leigh Marie Braswell, Partner at Kleiner Perkins, speaks with Molly O'Shea on the rise of AI and its impact on venture capital. We discuss KP's 21st venture fund, KP21, an $825M fund to back early stage companies, and their third select fund, KP Select III, a $1.2 billion fund to back high inflection investments. We also go deeper into key AI infrastructure trends and machine learning applications, investments in companies like Windsurf, Glean, and Ambience, and the evolution of Kleiner

00:48:59

Superpower Raises $30M Series A Led by Forerunner

Sourcery ·

2025/04/22

Jacob Peters, CEO & Co-Founder of Superpower, shares their recent $30 million Series A funding led by Forerunner Ventures. We go deeper into their ambitious vision of having an AI doctor in everyone's pocket and his own personal health journey that inspired the creation of Superpower.Superpower aims to provide a holistic and data-driven alternative to traditional medicine, offering personalized insights and actions to improve overall health. He also shares the meticulous steps taken to build the

01:07:08

How Autopilot REVEALS Political Insider Trading |...

Sourcery ·

2025/04/18

Chris Josephs, Co-Founder of Autopilot, dives into the intricacies of political insider trading, the venture-backed journey of Autopilot, and their innovative growth strategies. Chris discusses the evolution from their social investing app, Iris, to launching Autopilot, which allows retail investors to follow top investors' portfolios. We explore high-profile topics including Nancy Pelosi's trading patterns, the history and nuances of insider trading laws, and the potential impact of banning

00:58:25

Base Power's $200M Series B Co-Led by Lee Fixel of...

Sourcery ·

2025/04/09

Zach Dell and Justin Lopas, co-founders of Base, discuss their recent $200 million Series B funding and their ambitious vision for revolutionizing the energy industry. Co-led by Addition, Andreessen Horowitz, Lightspeed Venture Partners and Valor Equity Partners with participation from existing investors Thrive Capital, Altimeter, Terrain, Trust and others. As part of the fundraise, Addition founder Lee Fixel will join Base Power’s board alongside Antonio Gracias of Valor Equity Partners. The new

00:55:31

Delian Asparouhov: Varda’s Space Factories & Founders...

Sourcery ·

2025/03/28

Delian Asparouhov, Co-Founder of Varda & Partner at Founders Fund | We discuss Varda's recent space missions, regulatory challenges, and the broader impact of venture capital in the aerospace industry. Delian shares insights on the complexities of defense and space regulations, the relationship between Silicon Valley and Washington DC, and in particular, the context of the Hill and Valley Forum, which aims to bridge the gap between tech leaders and defense officials. He also shares his thoughts

01:11:13

SpaceX, Stripe, X, Ramp, Anduril: Navigating...

Sourcery ·

2025/03/21

Molly O'Shea speaks with Christian Garrett, Partner at 137 Ventures. Christian shares his insights on the current state of private markets, the mechanics of high profile secondaries, and the growing liquidity squeeze faced by VCs.We also take a closer look at SpaceX's financing history, how 137 Ventures got involved, and why SpaceX runs tenders every six months. Christian discusses the potential reopening of the IPO window, the rise of generational talent from companies like Anduril, SpaceX,

00:46:22

Arielle Zuckerberg, Winning Founder Recipe: The Rizz...

Sourcery ·

2025/03/14

Behind the Magically Weird: Arielle Zuckerberg on Long Journey Ventures, Unique founders, and Purpose-Driven InvestingMolly O'Shea speaks with Arielle Zuckerberg, diving into her journey at Long Journey Ventures, discussing her unique investment philosophy and the importance of purpose-driven investing. From her hobbies like skiing and DJing to the critical lessons learned from legendary mentor John Doerr, Arielle shares how she evaluates founders using the 'Rizz and Tiz' theory. We

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