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Sourcery with Molly O'Shea · Business

Sourcery

Interviews with the top Investors, CEOs, & Founders

Episodes

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Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

02 Oct 2026
58m
AI processed

The AI landscape has shifted from training models to pass academic benchmarks toward mastering complex, real-world enterprise workflows. This transition relies on engineering sophisticated simulated reinforcement learning environments where agents train on realistic data and receive verifiable rewards. Jonathan Siddhar...

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Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor

01 Oct 2026
1h 2m
AI processed

AI is fundamentally realigning the healthcare and fintech economies by moving beyond theoretical applications to tangible, high-impact products. In healthcare, AI-driven tools are revolutionizing drug discovery and clinical workflows, significantly reducing the high failure rates and administrative burdens that have lo...

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IMEC Says Today’s AI Will Look Ancient in 10 Years

30 Sep 2026
13m
AI processed

Semiconductor innovation is shifting away from traditional Moore’s Law scaling as transistor sizes approach the physical limit of one nanometer. Current AI infrastructure faces critical bottlenecks in power, memory, cooling, and data transfer, prompting a move toward more specialized hardware architectures. Photonics e...

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The $500B Opportunity in Europe’s Defense Buildout

30 Sep 2026
21m
AI processed

European defense is undergoing a fundamental shift from developing exquisite, low-volume technologies to prioritizing mass-scale production and industrial capacity in response to the war in Ukraine. Success in the current landscape requires balancing advanced software and AI capabilities with robust manufacturing infra...

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The $10T AI Buildout Has a Photonics Problem

30 Sep 2026
33m
AI processed

Photonics represents the critical next step in scaling AI infrastructure as traditional copper interconnects reach their physical limits. Modern AI factories require massive, low-latency communication between GPUs, necessitating a transition to optical interconnects to manage surging data traffic and energy demands. Ya...

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The $3B Company Trying to Beat Amazon Prime

29 Sep 2026
14m
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Stord aims to level the playing field for independent e-commerce merchants by providing an Amazon-like delivery experience through a vertically integrated "physical intelligence layer." By combining fulfillment, delivery, commerce software, and applied robotics, the company achieves significant cost and speed efficienc...

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How Deel Scaled From $100M to $1B+ ARR in 3 Years

29 Sep 2026
12m
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Scaling a global payroll and HR platform requires a "global-first" mindset, evidenced by Deel’s expansion into 160 countries with localized compliance and payroll infrastructure from day one. Shuo Wang, CRO of Deel, attributes the company’s rapid growth—surpassing $1.5 billion in ARR—to a scientific approach to sales, ...

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How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands

28 Sep 2026
1h 5m
AI processed

Financial and technology brands must move beyond reactive crisis management to proactive, offensive reputation building. A distinctive, authentic narrative serves as the foundation for attracting top talent, sourcing better deals, and increasing fundraising efficiency. In an era where LLMs and search engines create a "...

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10 of The Wildest Hot Takes From the All-In Summit 2026

27 Sep 2026
47m
AI processed

The All-In Summit serves as a forum for industry leaders to debate the trajectory of artificial intelligence, global energy security, and technological innovation. A central consensus emerges that AI development requires a pragmatic approach, prioritizing responsible peer review over alarmist extinction narratives. The...

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a16z Just Launched a School

22 Sep 2026
1h 18m
AI processed

The Horowitz Andreessen Academy launches as a residential, unaccredited post-high school program in San Francisco designed to cultivate AI-native builders. By prioritizing project-based learning and proof-of-work over traditional academic credits, the institution bridges the gap between high school and professional suc...

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Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries

21 Sep 2026
48m
AI processed

Building companies in the physical world requires an "operators with capital" approach that prioritizes hands-on expertise over passive investment. Physical industries like manufacturing, energy, and defense represent 85% of global GDP, yet they remain historically underserved by traditional venture capital. Eclipse, l...

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Brad Gerstner on the Largest Wealth Transfer to America’s Kids

20 Sep 2026
12m
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Invest America aims to provide universal capital accounts for all citizens under 18, establishing a foundational infrastructure for economic mobility. With nine million accounts already active and a target of 70 million, the initiative facilitates a $4 trillion wealth transfer over the next decade to children who might...

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Bending Spoons is Eating Silicon Valley | CEO Luca Ferrari

18 Sep 2026
1h 14m
AI processed

Bending Spoons functions as a highly efficient, technology-driven serial acquirer that integrates acquired businesses into a centralized, proprietary operating system. By deploying over 50 internal technologies and leveraging a scientific, data-centric culture, the company achieves significant operational leverage, rea...

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Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year

17 Sep 2026
23m
AI processed

Heart disease remains the world's leading killer, yet it is largely preventable through proactive screening. Calcium CT (CAC) scans provide a definitive, low-cost, and non-invasive method to detect arterial plaque before a cardiac event occurs. Relying solely on traditional cholesterol panels and EKGs is insufficient, ...

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Inside Bending Spoons: Buying Airtable, AOL, Vimeo & Eventbrite

14 Sep 2026
1h 17m
AI processed

Bending Spoons operates as a unique serial acquirer of digital products, prioritizing high-impact, data-driven transformations over traditional corporate growth models. By implementing a "startup mode" within acquired companies, the firm strips away bureaucracy to foster extreme ownership and agility, allowing small te...

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Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III

10 Sep 2026
59m
AI processed

The U.S. naval industrial base faces a critical strategic deficit, with China outbuilding the American fleet at a ratio of 230 to 1 in commercial vessels. Saronic addresses this imbalance by developing autonomous surface vessels that prioritize scalability, cost-efficiency, and rapid production over the traditional, de...

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Dino Mavrookas: America Needs to Build Ships Again

08 Sep 2026
29m
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Maritime autonomy is essential for maintaining U.S. naval superiority as the domestic shipbuilding industrial base struggles to keep pace with China. China currently outbuilds the United States at a ratio of 230 to 1 in commercial vessels and significantly outpaces military production, while the U.S. naval fleet contin...

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Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas

07 Sep 2026
33m
AI processed

Saronic is revolutionizing maritime defense by integrating advanced software and autonomy with high-rate hardware production. Founded in 2022, the company has secured $2.6 billion in funding to address the critical US shipbuilding crisis, where domestic capacity has dwindled to 0.1% of the global market. By utilizing a...

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BlackRock's Tony Kim on AI's Next Winners?

03 Sep 2026
1h 8m
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Inside Bridgit Mendler’s New 185,000 sqft Northwood Space Factory

31 Aug 2026
46m
AI processed

Modern space missions face critical bottlenecks due to outdated ground infrastructure, which has historically been treated as an afterthought. Northwood addresses this by providing full-stack ground support, integrating antenna development, digital signal processing, and global site deployment to enhance mission reliab...

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