PODCAST

Sourcery

Sourcery with Molly O"Shea

Interviews with the top Investors, CEOs, & Founders

business investing

All Episodes

00:51:32

Inside General Catalyst’s $1.5B AI Roll-Up Machine

Sourcery ·

2025/12/05

Marc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups. One of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine dedicated to incubating AI-native companies & acquiring the fragmented services businesses they can transform — a model that sits directly at the intersection of venture creation,

01:12:18

What Travis Kalanick Taught Bradley Tusk, & Why He...

Sourcery ·

2025/11/29

Bradley Tusk joins Sourcery to discuss what he learned working closely with Travis Kalanick during Uber’s early regulatory battles, and how those experiences shaped his decision to shut down his venture fund and return to an equity-for-services model.Bradley explains why Travis was unusually fast, analytical, and willing to challenge institutions, and how that mindset influenced the way Uber approached politics and growth. He also breaks down how the current AI wave is affecting valuations, capital

00:57:43

Inside Thrive Capital: Investing in OpenAI, Wiz,...

Sourcery ·

2025/11/24

Thrive Capital Partner Philip Clark joins Sourcery to break down how one of the most concentrated and influential firms in tech evaluates founders, builds conviction, and partners with companies that reshape the world.“Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.”In this episode, we go deep on Thrive’s investments in OpenAI, Cursor, Wiz, Nudge, Physical Intelligence, and why Philip believes we’re entering a golden

00:27:57

$635M Exit → $600M Fund: David Ulevitch on Building...

Sourcery ·

2025/11/22

a16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security.We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companies are rebuilding core capabilities in nuclear, missiles, autonomy, grid reliability, materials, mining, and industrial operations.David highlights key a16z

00:28:06

Why Marc Andreessen, Ben Horowitz, & David Ulevitch...

Sourcery ·

2025/11/18

David Ulevitch, General Partner at Andreessen Horowitz (a16z), who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz, the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing.David shares how American Dynamism evolved from a meme to a

00:40:57

Alex Karp, CEO of Palantir: Exclusive Interview...

Sourcery ·

2025/11/11

Alex Karp, CEO of Palantir, joins Molly O’Shea for a rare look inside Palantir (physically, inside their office). We go deep into their values, vision, and the moral foundation of technology in the AI era.Fresh off Palantir’s record-breaking earnings, nearly hitting a $500 billion market-cap milestone, and the release of a new biography The Philosopher in the Valley, this episode explores how Palantir evolved from an outsider idea into one of the world’s most influential software companies.Karp

01:02:53

How Ryan Serhant Sold $20B in Real Estate with Media...

Sourcery ·

2025/11/03

Ryan Serhant is one of the most successful and well-known real estate entrepreneurs in the world, with over $20 billion in lifetime sales. After leading one of New York City’s top-ranked brokerage teams to more than $4 billion in transactions, he founded SERHANT., a next-generation real estate company built at the intersection of media, technology, education, & sales.In this episode, Ryan joins Molly O’Shea to share the full SERHANT.The Future of NYCMedia as the Business Model (Brokerage

00:44:28

Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel...

Sourcery ·

2025/10/30

Alfred Lin, Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities, consistently identifying founders and businesses that redefine entire markets.He continues this track record today with next-generation category creators like Profound, which is building

00:34:55

Inside Sequoia’s Strategy: Alfred Lin on Company...

Sourcery ·

2025/10/27

Sequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the next generation of outlier founders at the start of their journey. Sitting at Number 1 on the Midas list two years in a row, Alfred goes deep to share

01:06:46

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy

Sourcery ·

2025/10/23

Michael Barton, Sector Head at Coatue, joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into how ideas are generated, trades are sized, and risks are managed.We cover Coatue’s unique approach, sitting at the intersection of public and private tech investing

00:36:01

Elad Gil, Jared Kushner & Eric Wu on AI in Business |...

Sourcery ·

2025/10/20

Elad Gil joins Sourcery to unpack the story behind Brain Co, his new AI incubation venture with Jared Kushner (Affinity Partners) and Eric Wu (Opendoor).Brain Co was founded to solve a glaring problem: Fortune 100s and government institutions desperately want AI adoption but lack the engineering depth and infrastructure to make it real. Backed by a $30M Series A led by Gil Capital and Affinity Partners, Brain Co is already pulling in some of the sharpest AI minds and heavyweight backers across tech

00:37:52

Elad Gil Explains Why 90% of Startups Fail in Every...

Sourcery ·

2025/10/17

Elad Gil, of Gil Capital and Gil & Co, aka one of Silicon Valley’s most influential investors, sits down with Molly O’Shea to unpack it all.. from the 1999 IPO boom to the AI bubble, and what it really takes to build durable companies across cycles.Elad has backed more than 200 companies, from Stripe, Airbnb, and Coinbase to next-gen AI leaders like Perplexity, Harvey, and Decagon. Today, he runs Gil Capital, a multi-stage investment firm potentially managing “billions,” and continues to be one

00:49:57

Inside The $2.2B AI Research Accelerator | Turing

Sourcery ·

2025/10/10

AI has eaten the internet, data labeling is so over, and $30 trillion of human work is on the verge of automation. Jonathan Siddharth, Founder & CEO of Turing, joins Sourcery to break down the power shift in AI training — from commodity data labeling to expert research — positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge.Turing has become a hidden force in the AI race, hitting $300M in ARR in 2024 (~3x YoY), achieving profitability, and raising $111M at a $2.2B

00:37:37

Base Power Raises $1B led by Addition, with Trust...

Sourcery ·

2025/10/08

At just 2 years old, Base Power has become one of the fastest-growing distributed energy companies in the U.S. Founded by Zach Dell and Justin Lopas, the company just announced a $1 billion Series C led by Addition. All other major investors are re-investing, including Trust Ventures, Valor Equity Partners, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil, 137Ventures, Terrain, and Waybury. New major investors include Ribbit, CapitalG, Spark, BOND, Lowercarbon, Avenir, Glade Brook, Positive

00:53:45

Epirus & Galvanick CEOs on the Future of Defense &...

Sourcery ·

2025/10/05

Andy Lowery, CEO of Epirus, & Joshua Steinman, CEO of Galvanick, join Molly O’Shea to break down the next frontier of defense, from drone swarms to industrial cyber threats.Epirus has raised over $550M from StepStone, General Dynamics, T. Rowe Price, Gaingels, and 8VC, building its Leonidas™ solid-state, high-power microwave weapon to counter drones and drone swarms. Lowery explains how Epirus is pioneering the “sixth domain of warfare”—physical cyber attacks—and how their “one-to-many” defense

00:44:25

What Gets You Funded in AI: Insights from Felicis,...

Sourcery ·

2025/10/04

Astasia Myers (Felicis), Tony Wang (500 Global), & Patrick Salyer (Mayfield) joined Sourcery’s Molly O’Shea at the Startup Grind AI Summit, presented with Mayfield & Snowflake, for a conversation on what it really takes to raise from Seed to Series A in AI.Together they unpack the realities of fundraising in AI today—from what traction truly looks like, to defensibility and integration moats, to shifting stage definitions and round compression. The panel digs into:Why AI voice and agents

00:49:09

17x Midas List VC Navin Chaddha on The 100x AI...

Sourcery ·

2025/10/01

Navin Chaddha, Managing Partner of Mayfield, has guided more than 80 companies to positive outcomes. During his venture capital career, Navin has invested in over 60 companies, of which 18 have gone public and 27 have been acquired. Creating $120B+ in equity value and over 40,000 jobs. Navin has been named to the Forbes Midas List 17 times (Top 5 in 2020, 2022, 2023, 2024), becoming one of the most respected voices in venture capital.Mayfield has $3B+ in AUM, 120 IPOs, and 225+ acquisitions.In this

00:51:15

Joby, Dirac & Allen Control: The Future of Air, AI &...

Sourcery ·

2025/09/30

America’s industrial base is being rebuilt by a new generation of founders at the intersection of aerospace, AI, and defense. In this Sourcery episode, host Molly O’Shea sits down with three leaders driving the reindustrialization movement, Eric Allison (Chief Product Officer, Joby Aviation), Filip Aronshtein (CEO, Dirac), and Steve Simoni (President, Allen Control Systems)Together, their stories highlight how capital-intensive, frontier-defining companies are raising billions from elite venture

00:58:07

Factory Raises $50M from NEA, Sequoia Capital,...

Sourcery ·

2025/09/25

Factory just raised a $50M Series B from NEA, Sequoia Capital, NVIDIA, and JPMorgan, alongside angels like Frank Slootman, Nikesh Arora, and Aaron Levie. The company is pioneering agent-native development with its flagship “Droids” — autonomous software engineering agents that can handle everything from migrations and refactors to testing, documentation, and incident response.In this Sourcery interview, Factory CEO & Co-Founder Matan Grinberg shares the journey from studying string theory at

00:38:23

Keith Rabois: Lessons from PayPal Mafia, $OPEN, &...

Sourcery ·

2025/09/19

Keith Rabois, Opendoor ($OPEN) co-founder & newly appointed Board Chair, Managing Director at Khosla Ventures, & a core member of the PayPal Mafia, joins Sourcery for a masterclass on talent, culture, and contrarian thinking. “You don't want to be the best in the world at what you do. You want to be the only one who does what you do.” Paraphrasing Jerry Garcia, The Grateful DeadHe shares how he scouts extraordinary individuals, why every successful startup begins as a cult, and the

101 results

Sourcery

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...