PODCAST

Sourcery

Sourcery with Molly O"Shea

Interviews with the top Investors, CEOs, & Founders

technology

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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

00:22:47

From SpaceX to $1B in 15 Months: Scott Morton’s Revel...

Sourcery ·

2026/02/26

Revel just raised $150M at a $1.005B valuation — only 15 months after founding. In this episode of Sourcery, I sit down with Scott Morton, Founder & CEO of Revel, to unpack how he went from designing high-consequence launch control systems at SpaceX to building the unified software platform modernizing hardware test and command systems across aerospace, defense, robotics, and advanced energy.The $150 million in Series B funding is aimed to accelerate its expansion across aerospace, defense,

00:33:17

(Exclusive HQ Tour) Inside Opendoor on Earnings Day

Sourcery ·

2026/02/25

On Q4’25 earnings day, I went inside Opendoor’s San Francisco headquarters for an exclusive behind-the-scenes look at how the company operates in real time.CEO Kaz Nejatian gave us a full office tour — from dashboards and war rooms to earnings prep and the team packing merch ahead of the livestream. We sat in on a product discussion, watched the team prepare their live earnings broadcast, and saw firsthand how the culture operates under pressure.I also spoke with Michael Judd, Head of Investor

00:58:34

Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

Sourcery ·

2026/02/24

On the day of earnings, Opendoor CEO Kaz Nejatian joins Molly O’Shea on Sourcery to break down the public turnaround of a company that was trading around $0.50 per share, facing delisting risk, and fighting for survival in full view of the market, with the backing of the $OPEN army behind it.Kaz stepped in after Opendoor’s market cap had collapsed to the low hundreds of millions and the iBuying model was widely written off. Instead of managing optics, he focused on fundamentals. He reviewed every

00:48:12

Sam Altman’s Answer to Bots

Sourcery ·

2026/02/16

Alex Blania (CEO of Tools for Humanity, Co-Founder of World, and Co-Founder of Merge Labs) joins Sourcery to explain why the internet is heading toward a breaking point: bots, deepfakes, scams, and autonomous agents are scaling faster than trust.“99.9% of internet traffic will be AI driven.”“It’s not about combating the bots because that will be a lost cause.”World is trying to build a “real human network” a proof-of-human layer for the AI era, and the numbers are getting serious:• 38,374,194 World

01:06:08

Jake Paul Is Coming for VC

Sourcery ·

2026/02/11

Jake Paul and Geoffrey Woo join Molly O’Shea on Sourcery to break down their venture strategy, Anti Fund, and the operator-to-investor flywheel Jake has built across sports, consumer, media, and venture. With companies like: W, Betr, Anti Fund, Most Valuable Promotions, Boxing Bullies, Celsius, Dog Haus, & his new ranch, Jake explains how his broader empire building strategy centers on ownership, distribution, and long-term compounding rather than one-off wins.Specifically, we go inside Anti

01:08:56

The $4.5B Startup Building Brain-Inspired Chips for AI

Sourcery ·

2026/02/07

Unconventional AI recently emerged from stealth with $475M in seed funding at a $4.5B valuation, led by Andreessen Horowitz and Lightspeed, with participation from Sequoia, Lux Capital, DCVC, Future Ventures, Jeff Bezos, Playground Global, and others. Naveen is also personally investing $10M into the company.Recorded at Playground Global in Palo Alto and hosted by Peter Barrett, General Partner, this Sourcery conversation features:- Naveen Rao — CEO & Co-Founder, Unconventional AI (founder of

01:10:03

Inside $6.8B+ AUM Fund Behind 80+ Public Companies,...

Sourcery ·

2026/02/05

Deedy Das, Partner at Menlo Ventures and former founding team member at Glean, joins Sourcery to unpack a major shift reshaping venture capital: the move from rigid investment theses toward founder-led conviction.With 48+ years of experience, 80+ public companies, 165+ mergers and acquisitions, and $6.8B+ under management, Menlo Ventures is partnering with Anthropic through the $100M Anthology Fund to back the next generation of AI startups.Deedy explains how the firm identifies infrastructure

00:38:49

AI vs Humans: Math, Physics, KGB Psyops, UAPs | Shaun...

Sourcery ·

2026/02/02

Sequoia Capital Partner Shaun Maguire returns to Sourcery for a conversation with Molly O’Shea on math superintelligence, physics, and the limits of human understanding.Specifically, Shaun explains his and Andrew Reed’s investment in Harmonic, the new AI company founded by Robinhood CEO Vlad Tenev, and why math + reinforcement learning may unlock the next major breakthrough in artificial intelligence. Breaking down Harmonic’s differentiated strategy using Lean, formalized proofs, and reinforcement

01:08:25

Exclusive: Brex’s $5.15B Capital One Acquisition |...

Sourcery ·

2026/01/30

Brex CEO Pedro Franceschi joins Molly O’Shea for an exclusive breakdown of the $5.15B Brex x Capital One M&A deal—from the first serious conversations to finalising the deal in ~40 days, making this one of the largest bank–fintech deals in history. Pedro shares why Capital One paid up, why he believes the “exit” mental model is wrong, and how Brex stays founder-led with a “butterfly” operating model inside a $150B platform powered by $6B in marketing and $6B in R&D.We break down the full

00:42:54

How Elon Builds Trillion-Dollar Companies

Sourcery ·

2026/01/28

Elon Musk has built more category-defining companies than any founder alive — and Sequoia Capital and Partner Shaun Maguire have backed five of them: SpaceX, xAI, Neuralink, The Boring Company, and X.In this episode of Sourcery, Shaun breaks down how Elon builds trillion-dollar companies, why SpaceX may be the greatest company, largest IPO and wealth creation event of all time, and why he believes Elon is still massively underrated despite his global impact.We dive into SpaceX’s IPO, Starlink’s

00:22:43

How AI is Reaching the Most Extreme Parts of the World

Sourcery ·

2026/01/26

Filmed at the Reagan National Defense Forum at the Reagan National Library, Molly walks with Dan Wright, CEO of Armada, to unpack why the next era of AI infrastructure will not live only in hyperscale cloud campuses – it will move into the physical world.Armada calls itself the hyperscaler for the edge. The company builds modular AI factories that bring compute, connectivity, storage, and real world AI into environments where latency, security, and reliability are mission critical. Dan shares how

00:47:36

Snowflake vs Databricks: The AI Data War | CEO of $SNOW

Sourcery ·

2026/01/23

Snowflake CEO Sridhar Ramaswamy joins Sourcery to discuss Snowflake’s long-term path toward iconic scale, drawing on his firsthand experience scaling Google Ads from ~$1.6B to ~$100B+ in revenue — including the moment Eric Schmidt challenged his team to write a $100B revenue plan as a thought experiment in compounding growth.Rather than declaring a Snowflake revenue target, Sridhar explains how sustained ~30–35% compound growth, discipline, and execution can transform a company over time — and how

00:37:36

Full Zipline Factory Tour: How a $7.6B Company Builds...

Sourcery ·

2026/01/22

Zipline CEO Keller Rinaudo Cliffton gives Molly a rare full tour inside Zipline’s factory + HQ—including the ROCC (Remote Operating Command Center), live flight monitoring, the HITL hardware-in-the-loop simulator lab, reliability testing, and the production line.DISCLAIMER: This is a LIVE factory, it is noisy, audio can be inconsistent at times. Enjoy :)Watch our full sit-down interview with Keller for more information behind their latest $7.6B valuation & financing round.Zipline is nearing

00:49:59

Zipline Raises $600M+ at $7.6B Valuation | CEO Keller...

Sourcery ·

2026/01/21

Zipline CEO Keller Rinaudo Cliffton joins Sourcery from Zipline’s drone factory to break down the company’s $600M+ funding round at a $7.6B valuation, a clear step up from Zipline’s ~$5B valuation in 2024, as the company enters a major U.S. and global scaling phase.The round includes participation from leading investors Fidelity Management & Research Company, Baillie Gifford, Valor Equity Partners, and Tiger Global, underwriting Zipline’s expansion across manufacturing capacity, fleet CapEx, and

00:45:58

I Tried Flying an Air Taxi With Archer’s CEO...

Sourcery ·

2026/01/17

Adam Goldstein, Founder & CEO of Archer Aviation (NYSE: ACHR) gives Sourcery a full behind-the-scenes of Archer’s HQ. In this conversation, Adam breaks down what Archer is building (a new category of aviation), why regulatory and political support matters, and how they’re thinking about scaling from early city deployments to a truly global aircraft business. We also get into why retail investors and Reddit became a major part of Archer’s story, and the market-sizing framework behind “20 aircraft

00:56:15

CEO Vlad Tenev on Robinhood's Record Year (+200%,...

Sourcery ·

2026/01/10

Robinhood CEO Vlad Tenev joins Molly O’Shea from Robinhood HQ to break down the company’s record year and what powered its growth.Robinhood (NASDAQ: HOOD) stock opened 2025 under $40/share and ended the year around $113/share, a ~200% annual gain, pushing the company to roughly $120B in market capitalization. But as Vlad explains, the bigger story is under the hood.Today, Robinhood has 11 separate business lines generating $100M+ in annual revenue (!!), including prediction markets, margin, Gold

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

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