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Sourcery

Sourcery with Molly O"Shea

Interviews with the top Investors, CEOs, & Founders

technology

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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

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,

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

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,

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

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

01:21:21

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

Sourcery ·

2026/04/13

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

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

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,

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

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

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

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

00:48:41

Inside a16z’s Growth Bets on Waymo, ElevenLabs,...

Sourcery ·

2026/03/13

Alex Immerman, General Partner on Growth at Andreessen Horowitz (a16z), joins Sourcery to break down how one of Silicon Valley’s most influential firms is investing across AI, fintech, autonomous vehicles, and growth-stage software.With a fresh $6.75B Growth fund, a16z Growth now manages over $22B across five Growth funds. Alex discusses how a16z evaluates category leaders, what separates private markets from public markets today, and why firms are rethinking old metrics in the AI era. He also goes

01:36:36

Google closes $32B Wiz - Inside the Biggest...

Sourcery ·

2026/03/11

Gili Raanan is the Founder of Cyberstarts and one of the earliest investors behind Wiz, one of the most important cybersecurity companies of the modern era and now a $32B outcome. Before founding Cyberstarts, Gili spent nearly a decade at Sequoia and earlier built and sold 2 security companies to IBM and EMC. He also helped build the first real CAPTCHA implementation and the first web application firewall.In this conversation, Gili breaks down the Wiz story from the beginning: why he backed the team

00:32:21

Alfred Lin - The Future According to Sequoia: AI &...

Sourcery ·

2026/03/09

Alfred Lin, Partner & new Co-Steward of Sequoia Capital and #1 investor on the Midas List, joins Molly O’Shea on Sourcery for a conversation on AI, founder-market fit, enduring companies, and what Sequoia is seeing in this moment of accelerating technological change.For more than five decades, Sequoia has backed many of the most consequential companies in technology, from Apple and Nvidia to Airbnb, DoorDash, Stripe, and more. But as Alfred explains in this conversation, Sequoia does not think

00:29:49

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI...

Sourcery ·

2026/03/06

Thomas Laffont, Co-Founder of $70B AUM Coatue, joins Sourcery to break down how AI is reshaping both private and public markets—from Coatue’s investment in Anthropic’s $30B Series G at a $380B Valuation to the growing volatility AI is introducing across SaaS and the broader tech complex.Recorded live at the Upfront Summit 2026 in Los Angeles on February 25th, 2026, Laffont shares his take on the Citrini “Global Intelligence Crisis” paper, why boardrooms are rapidly expanding AI spend, and which

00:54:47

Founders Fund Leads $80M B-2 Into Nominal | Trae...

Sourcery ·

2026/03/05

Nominal is now valued at $1B after closing an $80M B-2 Acceleration Round led by Founders Fund, with participation from Sequoia, Lux Capital, and General Catalyst — just 10 months after Nominal’s $75M Series B led by Sequoia.In this episode of Sourcery, Cameron McCord (Co-Founder & CEO, Nominal) and Trae Stephens (Partner, Founders Fund; Co-Founder & Chairman, Anduril) break down why the round was preemptive, what Founders Fund was tracking from inside its portfolio (including Anduril), and

00:54:03

The $1.9B AUM LA Fund Targeting 100x Returns

Sourcery ·

2026/03/02

Courtney and Carter Reum, Co-Founders of M13, join Sourcery for a deep dive into building one of LA’s most prized early-stage venture firms.With $1.9B AUM across three funds, 200+ direct investments, 54 exits, and 15 unicorns seeded or backed at Series A, M13 has built a reputation for pairing venture math with hands-on execution. Portfolio investments include companies like Lyft, Pinterest, Ring, Bonobos, Matterport, Shake Shack, Solana, and emerging leaders like Rho, Prepared, OpenFX, Arena Club

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