PODCAST

Sourcery

Sourcery with Molly O"Shea

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

business investing

All Episodes

00:59:16

Mark Suster, Upfront Ventures: Investing in Space,...

Sourcery ·

2024/06/28

In this episode, Molly O'Shea interviews Mark Suster, Managing Partner of Upfront Ventures, about venture capital investing strategies and market insights. Mark discusses the value of disciplined investments at lower valuations, diverse buyer outcomes, the exit landscape, and Upfront Ventures' focused investment in seed stage, early growth, and secondary funds. He emphasizes the importance of founder-market fit, market timing, and the influence of macroeconomic trends on investment

01:13:05

Hunter Walk, Homebrew & Screendoor

Sourcery ·

2024/06/14

Hunter Walk discusses the evolution of his venture capital firm, Homebrew, and their contrarian decision to become a self-funded fund in a world of increasingly large megafunds. Homebrew focuses on working with early-stage companies and keeping things simple, without the constraints of a traditional fund structure. He explains the differences between their fund structure and traditional funds, highlighting their commitment to aligning incentives with founders. He also shares some of their

00:45:47

Radiant CEO Doug Bernauer on Portable Nuclear...

Sourcery ·

2024/05/31

Sourcery’s Molly O’Shea sits down with Doug Bernauer, Founder and CEO of Radiant, a company pioneering portable nuclear reactors designed to replace traditional diesel generators. Doug shares insights from his experience working with Elon Musk at SpaceX and delves into Radiant’s mission and key innovations. He discusses their ambitious goal of fuel testing by 2026 and provides a technical deep dive into the technology, history, and safety measures of nuclear power. Discover how Radiant aims to meet

00:42:29

Silicon Valley's Best Kept Secret for Skilled...

Sourcery ·

2024/05/03

Accelerating US Skilled Immigration to Power Technological ProgressThis episode features Minn Kim, founder of Lighthouse, an early-stage company offering skilled immigration solutions for technology pioneers. The discussion, led by Molly O'Shea, highlights the problematic nature of the current U.S. employment-based immigration system, which Minn describes as outdated and heavily reliant on a lottery system due to the high demand for a limited number of visas. Lighthouse aims to streamline

00:50:55

Jared Hecht of USV, 2x Exited Founder of Fundera...

Sourcery ·

2024/04/26

This episode of Sourcery features an in-depth conversation with Jared Hecht, Venture Partner at USV and 2x exited founder of Fundera and GroupMe. Fundera, Grew to a profitable $100M+ annual revenue business with 1M+ monthly visitors to the marketplace. It was acquired by Nerdwallet in 2020. GroupMe, with over 100M+ people have used GroupMe, including 25M MAU and virtually every college student in the country. It was acquired by Skype/MSFT in 2011 Jared shares his journey from starting

00:47:06

Embracing American Dynamism to Upgrade Manufacturing...

Sourcery ·

2024/04/19

In this episode, Molly O'Shea talks with Willem Sundblad, co-founder and CEO of Oden Technologies which has just announced a $28.5M Series B led by Nordstjernan Growth, a 130-year old Swedish investment institution. Their conversation covers the massive opportunity in optimizing factory operations and product quality on the ground level, the labor challenge plaguing the industry, why more talent should consider manufacturing operator careers, how Oden found PMF with Process AI, how to sell

00:46:24

Kyle Harrison, GP at Contrary on Techno-Optimism,...

Sourcery ·

2024/04/12

In this episode, Molly O'Shea interviews Kyle Harrison, General Partner at Contrary and writer of the popular Investing 101 substack, discusses his career in venture capital and the focus of Contrary. Contrary is a VC fund that backs companies from seed to scale with an emphasis on talent and research. They aim to identify the smartest people early on and support them throughout their careers. Contrary has a very impressive research arm that produces reports, memos, and conversations to

00:52:39

Morgan Housel: Understanding Elon Musk, Jensen Huang...

Sourcery ·

2024/04/05

In this episode, Molly O'Shea interviews Morgan Housel, a New York Times bestselling author and partner at The Collaborative Fund. They discuss the role of luck and risk in success, the complexities of genius visionaries like Elon Musk, Steve Jobs, Jensen Huang and more outliers, and the VC mindset.Follow us on Twitter * @MollySOShea * @morganhousel Resources * Same as Ever: A Guide to What Never Changes * The Psychology of Money: Timeless lessons on wealth, greed, and happiness * Check out

00:51:33

Chris Power, Hadrian: $10B or Zero, Revitalizing...

Sourcery ·

2024/03/29

In this podcast, Molly O'Shea interviews Chris Power, Founder & CEO of Hadrian, a vertically integrated deep tech manufacturing company. Hadrian recently raised a $117M Series B to support its mission of revitalizing American manufacturing. The company experienced strong customer demand, leading to an accelerated fundraise to meet the needs of large customers and expand its factory and operations to multiple states to support its growth. The company's vertical integration, focus on

00:42:47

Nick Abouzeid, Rivet: Growth "Hacking" Myths, What...

Sourcery ·

2024/03/22

In this episode, Molly O'Shea is joined by Nick Abouzeid, co-founder of Rivet, a newly launched corporate and personal tax preparation firm. Prior to starting Rivet, Nick was a growth leader at Ramp, Main Street and Product Hunt. Molly and Nick deep dive on how to really drive growth, the misconceptions around growth marketing, and the supposed 'secret sauces’ strategies. They also discuss why venture-backed fintech startups need to focus on revenue generation in 2024 and why Nick took on

00:52:52

Varda's Landing, Peter Thiel, & the Future of El...

Sourcery ·

2024/03/15

In this podcast episode Molly O'Shea interviews Delian Asparouhov, Partner at Founders Fund and Co-Founder and President of Varda Space Industries, who dives into his experience building and investing in biotech, aerospace, and manufacturing. Asparouhov also discusses the evolution of his investment strategies, the difference between Khosla Ventures and Founders Fund, the evolution of El Segundo, & creating more inclusive cultures. Resources Subscribe to

00:35:50

David Weisburd, 10X Capital: Finding Alpha and LP Bias

Sourcery ·

2024/03/08

In this episode, Molly O'Shea talks with David Weisburd, Co-founder and Co-Head of Venture Capital at 10X Capital. They discuss the strategies for achieving alpha in VC, the significance of LP-GP dynamics, VC’s track record on predicting trends versus fads, and delve into David’s AI thesis. Follow us on Twitter⁠ @MollySOShea ⁠⁠@DWeisburd Resources David's Podcast: ⁠https://open.spotify.com/show/2MHgyKMmJgznPI66MLxZfC⁠ David & J-Cal's

00:48:35

Alex Kolicich, 8VC: Exodus of Venture Capital, AI...

Sourcery ·

2024/03/03

In this podcast episode, Molly O'Shea interviews Alex Kolicich, founding partner at 8VC, about 8VC’s portfolio construction, the VC ecosystem, the rate of innovation with AI, and the opportunities ahead. The conversation also covers the importance of understanding the limitations to AI and areas where these technologies will likely have the most impact. Follow us on Twitter @MollySOShea @AlexKolicich Resources Alex’s Writing: https://www.alexkolicich.com/ Subscribe to Sourcery:

00:24:03

Xander Oltmann, Commodity Capital: Downfall of SaaS &...

Sourcery ·

2024/02/01

Summary In this podcast episode, Molly O'Shea interviews Xander Oltmann about his venture capital fund, Commodity Capital, and his investment thesis on complex, vertically integrated monopolies. They discuss the challenges and opportunities with declining software development costs, if SaaS is really dead, and where AI comes into play. Xander shares his insights on the competition with multi-stage firms and the dislocation in valuations and prices. He also highlights some of the companies in his

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