

Sourcery
Interviews with the top Investors, CEOs, & Founders
Episodes


CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)

CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)
Vlad Tenev, CEO of Robinhood, discusses the company's diversification into 11 business lines generating over $100 million in annual revenue, marking a shift towards an "all-weather" business model. Tenev highlights the growth of prediction markets, now accessible on the web, and the introduction of Robinhood Cortex, an...

David Senra on the Founders Who Never Quit
David Senra, creator of the Founders podcast, discusses his approach to podcasting as a tool for education and the evolution of his show, including the launch of his new podcast, "David Senra by David Senra." He emphasizes the importance of having conversations rather than conducting interviews, aiming to offer an alte...

DreamWorks & the Science of Storytelling | Jeffrey Katzenberg & ChenLi Wang, WndrCo
WndrCo's origin story and investment strategies are explored, highlighting the firm's evolution from a holding company to a venture capital entity that both builds and invests in companies. Jeffrey Katzenberg emphasizes the importance of storytelling in business, from attracting talent to selling products, while ChenLi...

Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano
Molly O’Shea interviews Michael Mignano from Lightspeed about his investment strategies in the age of AI, focusing on the importance of creativity, strong product-oriented founders, and durable, sticky behaviors in companies. They discuss Lightspeed's investments in companies like xAI, Neuralink, and Suno, and Mignano ...

Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars
In this episode of the Sorcery podcast, Palmer Luckey, founder of Anduril, discusses his company's approach to defense technology, highlighting their focus on building deployable products rather than just presentations. Luckey details Anduril's success in creating the first autonomous fighter jet for the U.S. Air Force...

Inside Anduril HQ: Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA
The defense tech wave and the future of American manufacturing are examined through a conversation with Trae Stephens of Anduril. Stephens reflects on Anduril's early days as a Silicon Valley "pariah" and its current position as a leading defense innovator. He emphasizes Anduril's focus on software-defined, hardware-en...

Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO
Anduril's evolution from a scrappy startup to a defense technology leader is explored through a tour of their headquarters with Matt Grimm. Starting from a mold-infested storage garage, Anduril scaled to a global operation with multiple facilities, including a research and development building featuring advanced labs f...

Full Interview: Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling
The discussion centers on Anduril's rapid growth and its role in shaping the future of defense. Anduril CEO Brian Schimpf details the company's consistent doubling of revenue and expansion into diverse product lines, including autonomous fighter jets and low-cost cruise missiles. A core thesis involves creating a softw...

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
The podcast "Sourcery" features Molly O'Shea interviewing guests from Anduril, a defense technology company, discussing topics such as the company's innovative approach to defense contracting, global expansion, manufacturing capabilities, and ethical considerations. The guests, including Brian Schimpf, Trae Stephens, a...

Misunderstood Power: Emil Michael on the Truth About the DoW & Defense Tech
In this episode of the Sourcery podcast, Molly O’Shea interviews Emil Michael, Undersecretary of War for Research and Engineering, about his role in the Department of War, focusing on creating new defense technology companies, AI implementation, and modernizing the defense industrial base. Michael discusses the importa...

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

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

What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund

$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund

Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism

Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office
In this episode of the Sourcery podcast, Alex Karp, the CEO of Palantir, discusses the company's journey, its unique culture, and its approach to value creation. Karp emphasizes Palantir's commitment to American interests, its meritocratic principles, and its focus on building products that address fundamental client n...

How Ryan Serhant Built $20B Real Estate Sales, Media & AI Empire

Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities
In this episode of the Sourcery podcast, Chris Power interviews Alfred Lin, a partner at Sequoia Capital, about various aspects of venture capital, company building, and navigating turbulent market conditions. They discuss Sequoia's investment in Citadel Securities, the rapid pace of change in the AI sector, and the im...
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