Sourcery

00:57:00

Exclusive Interview: Coatue CIO on AI's Biggest Winners

Sourcery ·

2026/05/15

Coatue's Chief Investment Officer of Public Investments, Jaimin Rangwalla, joins Molly O’Shea of Sourcery to unpack the most extraordinary technology cycle of his 20-year career. Jaimin walks through Coatue's spring investor update — why OpenAI, Anthropic, and SpaceX are breaking into the world's top 25 companies before going public, how Anthropic was adding $2.5 billion in ARR every single week, and how the rise of agents launching agents is creating what he calls a "digital

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01:07:58

How AWS Sold Cloud to the CIA – Teresa Carlson GCI

Sourcery ·

2026/05/11

Teresa Carlson, Founding CEO of the General Catalyst Institute, joins Molly on Sourcery to share the inside story of how she built AWS's public sector business from zero revenue and two people into a $10B global powerhouse — including the legendary CIA contract that legitimized cloud computing for the entire world.In this conversation, Teresa pulls back the curtain on what it was really like working alongside Jeff Bezos and Andy Jassy at Amazon, the brutal "no PowerPoint" writing

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00:32:47

Uber CEO Dara Khosrowshahi

Sourcery ·

2026/05/08

Uber CEO Dara Khosrowshahi joins Sourcery for a walkthrough of Uber’s newest product launches and the future of transportation, AI, delivery, travel, and autonomous vehicles.At Uber’s Go-Get showcase in New York City, Dara breaks down how Uber is evolving from a rideshare company into a global “go anywhere, get anything” platform. We discuss Uber’s new Expedia hotel partnership, AI-powered shopping agents, Uber’s autonomous vehicle strategy with Waymo, Zoox and Joby Aviation, and how AI is

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01:12:19

Figure’s Humanoid Factory Tour – CEO Brett Adcock

Sourcery ·

2026/05/01

For the first time ever, Figure is opening every door. Sourcery gets the first full tour of Figure's robotics campus with Founder & CEO Brett Adcock — and we see everything. Figure is the first-of-its-kind AI robotics company bringing a general purpose humanoid to life, designing, building, and testing every robot in-house.In this exclusive walkthrough, Brett takes us through all the departments on their San Jose campus: System integration lab where robots are stress-tested with software

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00:33:00

Brett Adcock, CEO of Figure

Sourcery ·

2026/04/30

Brett Adcock is the Founder & CEO of Figure, the $39 billion company tackling one of the most ambitious challenges in technology — building a general-purpose humanoid robot that can do the work of a human, both on the factory floor and inside the home.About 50% of global GDP is human labor. In this episode of Sourcery, we go inside Figure's headquarters for a full tour and sit-down interview on the future of robotics, AI, and jobs.Brett shares why humanoid robots are already working today,

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01:43:42

The Anduril Thesis

Sourcery ·

2026/04/29

Kyle Harrison (GP at Contrary, co-author of The Anduril Thesis) joins Molly O'Shea on Sourcery to unpack the 300-page book he just spent two years writing on the most counter-positioned company in defense.We go deep on a 100 years of military history — how Robert McNamara strangled America's industrial golden goose in the 1960s, why cost-plus contracting incentivizes the worst possible outcomes, and how the U.S. ended up building $13 billion programs that turn into trillion-dollar overruns

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00:33:26

Skydio HQ Tour: Skydio Commits $3.5 Billion to Expand...

Sourcery ·

2026/04/24

Adam Bry is the co-founder and CEO of Skydio, the largest US drone manufacturer and, as of today, the company behind a $3.5 billion commitment to expand American manufacturing over the next five years. We spent the day at Skydio's San Mateo headquarters for a full tour of their facilities.On the tour:The rooftop dock array (drones as cloud infrastructure)DFR Command, flown liveThe "wind wall" stress-testing hardware 24/7R10, the new indoor tactical droneF10, a fixed-wing thrown and caught by a

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00:34:58

Skydio Raises $110M Series F at $4.4B Valuation | CEO...

Sourcery ·

2026/04/23

Skydio announces $110M Series F at a $4.4B post-money valuation. CEO Adam Bry joins Sourcery to share Skydio’s funding process, commercial progress, & manufacturing edge at Skydio's Hayward factory. Skydio is the largest drone factory in the US at scale production."The most significant fact in our Series F is how little we are raising. Despite investor demand to put substantially more into the company… our capital needs are rapidly decreasing." – Adam BryIn this conversation:$50M,

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00:56:51

General Catalyst's First-Ever Quarterly Review | CEO...

Sourcery ·

2026/04/20

Hemant Taneja, CEO of General Catalyst, joins Sourcery to unpack GC's first-ever quarterly Review.We cover why he wrote it, the state of GC's $43B ecosystem, why the software buyout model is broken, Anthropic's Series G at $380B, the $5B India commitment, buying Summa Health in Akron, the Anthropic–DoW controversy, Mythos and Project Glasswing, Nikesh Arora joining the board, and his take on "Tech Lash 2.0."Plus: Is GC going public?HUGE thank you to Deel Co-Founder & CRO

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01:09:17

Financial Advisors Are Cooked – Public Co-CEO on the...

Sourcery ·

2026/04/17

Leif Abraham, Co-CEO of Public, joins Molly at the New York Stock Exchange for one of the more fun financial discussions on how Public is building the next-generation investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, and Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology.The results speak for themselves: millions of users, billions in assets under management,

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00:40:11

Inside the Factory Using Rocks & Sunlight to Fix AI's...

Sourcery ·

2026/04/15

Most announced data centers will never get built. The ones that do are running on gas generators. And the US grid has no answer for what's coming.Hannan Happi, CEO & Co-Founder of Exowatt, joins Sourcery for a rare facility tour of their 40,000 sq ft Miami HQ — walking us through the tech, the team, and why the AI power crisis is far worse than the headlines suggest.Exowatt has raised $140M from a16z, Felicis, Sam Altman, Leonardo DiCaprio, Starwood Capital, Thrive Capital, and more, all

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00:49:41

Max Levchin: The Interview

Sourcery ·

2026/04/14

Max Levchin, Co-Founder of PayPal and CEO of Affirm, joins Sourcery for a wide-ranging conversation on building companies, surviving failure, and navigating one of the most important economic shifts in decades.We start inside Affirm HQ (with a masterclass in espresso) before getting into the story behind onboarding 800,000 Shopify merchants in a week, the lessons from PayPal that still apply today, and why the team is the single biggest determinant of success. Max also breaks down how AI is

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01:21:21

Max Levchin: “The Net IQ of the World Is About to Go...

Sourcery ·

2026/04/13

Max Levchin, Co-Founder of PayPal and CEO of Affirm, joins Sourcery for a wide-ranging conversation on building companies, surviving failure, and navigating one of the most important economic shifts in decades.We start inside Affirm HQ (with a masterclass in espresso) before getting into the story behind onboarding 800,000 Shopify merchants in a week, the lessons from PayPal that still apply today, and why the team is the single biggest determinant of success. Max also breaks down how AI is

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00:35:32

Inside the AI Garage Powering the Real World

Sourcery ·

2026/04/07

We got rare access inside Applied Intuition’s commercial garage with Co-Founders CEO Qasar Younis and CTO Peter Ludwig, where they’re building AI systems that power cars, trucks, mining equipment, defense systems, and more.In a never-before-seen tour to the public, Applied Intuition showcases where/how real machines across industries are being rebuilt with AI.Valued at $15B, Applied Intuition is one of the most important companies in physical AI, powering 18 of the top 20 global automakers and

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00:32:06

Applied Intuition: The $15B Physical AI Company (You...

Sourcery ·

2026/04/06

Qasar Younis (CEO) & Peter Ludwig (CTO) of Applied Intuition join Sourcery to break down how they’ve quietly built one of the most important AI companies in the world reaching a $15 billion valuation.Founded in 2017, Applied Intuition is building the infrastructure layer for vehicle intelligence and physical AI, powering systems across automotive, defense, trucking, construction, mining, and agriculture. Today, 18 of the top 20 global automakers and major U.S. Department of Defense programs rely

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00:49:31

How Roblox Built a Digital Economy Beneath the Games

Sourcery ·

2026/04/01

David Baszucki, Founder & CEO of Roblox, has quietly built one of the largest & most complex systems on the internet: a real-time, global platform with ~150 million daily active users, 35 billion hours of engagement per quarter, and a $6.8 billion digital economy running on top of massive AI and infrastructure.But Roblox isn’t just scale — it’s a fully functioning economy. The platform has paid out over $1.5 billion to creators, with top 1,000 developers earning over $1.3 million on average,

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01:06:18

How VCX Put Anthropic & OpenAI Into Public Markets

Sourcery ·

2026/03/30

Fundrise CEO Ben Miller joins Sourcery to break down the launch of the Fundrise Growth Tech Fund (NYSE: $VCX) — one of the first publicly traded venture capital funds.VCX debuted at roughly $700M valuation and surged to ~$6.5B within days, giving over 100,000 investors access to a portfolio of top private companies including Anthropic (~20%), Databricks (~17%), OpenAI (~10%), Anduril, Ramp, and SpaceX.The timing reflects a broader shift: private markets are now where most value is created. VCX

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01:00:59

Inside Marc Andreessen & Ben Horowitz’s Multi-Family...

Sourcery ·

2026/03/27

Michel Del Buono, CIO of Andreessen Horowitz’s multi-family office Perennial, breaks down how Silicon Valley’s top founders and investors manage wealth after massive liquidity events.Perennial was built after Marc Andreessen and Ben Horowitz saw a major gap: traditional wealth managers weren’t delivering institutional-quality investment advice, while institutional asset managers weren’t built for taxable individuals. In this episode, we go deep on how portfolios should be constructed when you’re

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01:00:43

How Reddit Went From $12M to $2.2B + Cracked Social...

Sourcery ·

2026/03/20

Steve Huffman, Co-Founder and CEO of Reddit, joins Sourcery at Reddit's San Francisco HQ for a deep dive into how Reddit became one of the strongest businesses in social media — and why it may be even more important in the AI era.On its 2-year anniversary as a public company (NYSE: $RDDT), we cover Reddit’s 2024 debut on the New York Stock Exchange (NYSE), including how the company brought its community along for the ride through one of the largest directed share programs in tech IPO

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01:11:39

Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares...

Sourcery ·

2026/03/17

Alex Bouaziz is the co-founder and CEO of Deel, the global payroll and workforce infrastructure company that has rapidly become the #1 platform for hiring and paying employees worldwide. Founded in 2019, at only 7 years old, Deel has scaled to $1.4B+ ARR, a $17.3B valuation, and 40K+ customers across 150+ countries. In this conversation, Alex breaks down how Deel became one of the fastest-growing software companies in the world, building the infrastructure that allows companies to hire, manage, and

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