PODCAST

Sourcery

Sourcery with Molly O"Shea

Interviews with the top Investors, CEOs, & Founders

business investing

All Episodes

01:40:09

David Senra on the Founders Who Never Quit

Sourcery ·

2025/12/31

David Senra joins Sourcery for a candid conversation about the founders he’s spent nearly a decade studying, and why time, not intelligence or hype, is the only filter that actually matters. As the creator of Founders, Senra has read and analyzed hundreds of biographies of history’s most consequential builders, looking for the recurring patterns behind people who don’t just succeed once, but keep going for decades.That work led directly to his new show, David Senra. What makes the format unusual is

00:50:29

DreamWorks & the Science of Storytelling | Jeffrey...

Sourcery ·

2025/12/29

Jeffrey Katzenberg & ChenLi Wang join Sourcery for a deep, candid conversation on how WndrCo was built, and how they think about investing, company-building, and storytelling in the age of AI.Katzenberg reflects on his third act after Disney & DreamWorks, tracing a lifelong pattern of using technology as a competitive advantage for storytelling. ChenLi shares how scaling Dropbox shaped his views on product craft, distribution, and why benchmarks often fail to capture what actually makes

00:45:09

Why Lightspeed Bet on xAI, Neuralink, Suno, Granola,...

Sourcery ·

2025/12/27

Michael Mignano, Partner at $30B VC firm Lightspeed, and the co-founder of Anchor, a podcast creation, hosting, and monetization platform acquired by Spotify in 2019, joins Sourcery to discuss the next era of creation & technology investing.In this episode, Michael shares how his background building consumer media products informs the way he invests today, with a focus on AI and creativity-driven companies. We discuss his portfolio, including investments in xAI, Neuralink, Suno, Pika, Granola,

00:35:11

Palmer Luckey on UFOs, Anduril, Invisibility Tech, &...

Sourcery ·

2025/12/22

Palmer Luckey, Co-Founder of Anduril, joins Sourcery for an unfiltered walk through some of the most controversial & speculative questions in modern defense technology, from UAPs and UFOs to invisibility tech, moon warfare, and why all of it may be running on parallel tracks to today’s human military development.Luckey breaks down what war would actually look like in space and on the moon, why spacecraft are nearly impossible to armor, and why survival off-Earth is so fragile that conflict would

00:31:42

Inside Anduril HQ: Trae Stephens on Anduril’s Origin,...

Sourcery ·

2025/12/18

Trae Stephens, Co-Founder & Executive Chairman of Anduril, & Partner at Founders Fund, joins Sourcery for a behind-the-scenes conversation on Anduril’s 2017 founding, when defense tech was deeply unpopular in Silicon Valley, the cultural shift that followed, and how software, autonomy, manufacturing scale, and ethics now converge in modern warfare and national security.Stephens explains Anduril’s core thesis: software-defined, hardware-enabled, and why the company is building a multi-domain

00:34:58

Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO

Sourcery ·

2025/12/17

Matt Grimm, Co-Founder & COO of Anduril, walks us through Anduril’s headquarters in Costa Mesa—a rare, and possibly first look, inside the physical systems that turn ideas into fielded products. We tour Building A, a 200,000 sq ft R&D facility with machine shop, composites, metrology, electronic warfare test environments, and a dev-test area designed to “break things” so the team can iterate faster.Grimm explains how Anduril scaled from a ~5,000 sq ft former lost-luggage garage (with mold

00:32:04

Full Interview: Anduril CEO Brian Schimpf on $1B+...

Sourcery ·

2025/12/16

Full Interview: Brian Schimpf, Co-Founder and CEO of Anduril, joins Sourcery to discuss the company’s scale, strategy, and position in the defense market. He outlines Anduril’s growth to roughly 7,000 employees, $1B+ in revenue with continued YoY doubling, and a reported $30.5B valuation (too low?), while addressing IPO speculation & these wild “fake SPVs.”The conversation covers geopolitical instability, production constraints in the U.S. defense industrial base, and how the nearly $1 trillion

00:38:54

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey,...

Sourcery ·

2025/12/15

This is a rare, behind-the-scenes walking tour & sit-down interview inside Anduril Industries, a $30.5B defense technology company that develops and sells autonomous systems, AI-powered software, and advanced hardware for military and security applications to protect US and allied forces.. one of the most consequential defense companies of this era.In this Sourcery exclusive, we go inside Anduril’s headquarters and R&D facilities with the founding team: Palmer Luckey, Brian Schimpf, Matt

00:30:58

Misunderstood Power: Emil Michael on the Truth About...

Sourcery ·

2025/12/13

With great honor, Mr. Emil Michael, the Under Secretary of War for Research & Engineering (USW(R&E)) and Chief Technology Officer for the Department of War (DoW), joins Sourcery in front of a F117 at the Reagan National Defense Forum 2025 to dispel common misconceptions about the DoW, modern defense technology, & the role of companies like Palantir, SpaceX, & Anduril. Drawing on his unique path from hyperscaling Uber into a global technology company to now overseeing the DoW’s

00:20:42

Why $300B of SaaS Revenue Is Trapped & How the $19.9T...

Sourcery ·

2025/12/11

Manny Medina, Co-Founder & CEO of Paid and former CEO of $4.4B Sales Tech company, Outreach, hosts Sourcery at their HQ in London to discuss the early development of AI agents & what this shift means for software businesses.Roughly $300 billion in SaaS revenue remains “trapped” in legacy pricing and delivery models. After scaling Outreach to 6,000 customers, 220,000 active users, and $250M in ARR, Manny saw firsthand that many SaaS monetization frameworks don’t fit agentic systems, which

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

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