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Sourcery with Molly O'Shea · Business

Sourcery with Molly O'Shea

Tech interviews with the top VCs, Founders, CEOs, & more. MZHLXM

Episodes

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If an AI Model Can Cheat, It Will | Turing CEO on Reward Hacking

02 Oct 2026AI processed

The shift toward AI mastering real-world work requires engineering sophisticated, simulated reinforcement learning environments that mirror professional workflows. Rather than simply distilling human knowledge into models, success now depends on creating high-fidelity simulations where agents can train, verify outputs,...

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The $10T AI Buildout Has a Photonics Problem

30 Sep 2026
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Bending Spoons is Eating Silicon Valley | CEO Luca Ferrari

18 Sep 2026AI processed

Bending Spoons operates as a highly efficient, technology-driven serial acquirer that integrates diverse digital businesses onto a proprietary, AI-powered operating system. By centralizing R&D, marketing, and operational infrastructure, the firm achieves exceptional revenue per employee—reaching $4 million—while mainta...

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Dino Mavrookas: America Needs to Build Ships Again

08 Sep 2026AI processed

The US maritime industrial base faces a critical deficit, with China outproducing the United States in shipbuilding at a ratio of 230 to 1. To address this, Saronic, led by CEO Dino Mavrookas, develops autonomous surface vessels designed to provide scalable, cost-effective defense capabilities that bypass traditional, ...

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Inside the Factory Building America’s Autonomous Navy

07 Sep 2026AI processed

Saronic is revolutionizing maritime defense by scaling the production of autonomous, software-defined vessels to address the critical shortage in United States shipbuilding capacity. With a $9.25 billion valuation and $2.6 billion in funding, the company is constructing Port Alpha in Brownsville, Texas—a massive, advan...

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SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI

19 Jul 2026AI processed

The RAISE Summit in Paris highlights a pivotal transition in the AI industry from speculative experimentation to pragmatic enterprise adoption. Organizations are moving away from unbridled token consumption toward rigorous cost-consciousness and measurable ROI. While frontier models continue to evolve, the focus is shi...

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CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI

22 May 2026AI processed

Optimizing wealth ahead of liquidity events requires a multidisciplinary approach balancing trust and estate construction, tax-efficient investment strategies, and philanthropy. Founders often face a zero-basis tax burden, making trust structures—such as stacking trusts to multiply QSBS benefits—essential for tax mitig...

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Inside Coatue's AI Public Market Update With CIO Jaimin Rangwalla

15 May 2026AI processed

The AI era is characterized by an unprecedented pace of innovation, where private companies like OpenAI and Anthropic reach multi-billion dollar valuations and massive revenue scales at speeds far exceeding historical tech giants. This growth is driven by the proliferation of autonomous agents, which are fundamentally ...

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General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja

20 Apr 2026AI processed

Venture capital must evolve beyond mere capital allocation to become an ecosystem that empowers founders to build parallel, resilient companies in an era of rapid AI-driven transformation. General Catalyst CEO Hemant Taneja emphasizes that the industry’s reliance on provocative social media discourse and polarized view...

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Sequoia’s Alfred Lin: $10T Companies Are Coming

09 Mar 2026AI processed

The conversation centers on navigating paradigm shifts in technology and investment, particularly in the context of AI. It emphasizes that while AI presents massive changes, it's crucial to avoid simplistic narratives, drawing parallels with the e-commerce boom. The discussion highlights how companies vulnerable to dis...

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Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7

06 Mar 2026AI processed

Thomas Laffont, a partner at Coatue, discusses AI's impact on markets and investment strategies. He highlights the rapid adoption and growth of Anthropic's Claude, noting projections and business scale increased significantly between fundraising discussions and announcements. Laffont emphasizes that companies are incre...

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Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia

28 Jan 2026
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Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | MIchael Mignano

27 Dec 2025AI processed

Molly O'Shea interviews Michael Mignano from Lightspeed about his investment strategies in the age of AI, focusing on creativity as a key differentiator for companies. They discuss the impact of AI advancements like Sora on content creation and the evolving role of creators, as well as Lightspeed's investments in AI co...

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

05 Dec 2025AI processed

General Catalyst is shifting its venture model toward "Creation," an incubation strategy that builds companies for long-term public market potential. Central to this approach is the "AI-enabled roll-up," which targets fragmented, unsexy service industries like legal, accounting, and property management. By integrating ...

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Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office

11 Nov 2025AI processed

In this episode of Sourcery, Alex Karp, the CEO of Palantir, discusses the company's journey, controversial ideas, and unique culture. He emphasizes Palantir's commitment to providing venture returns to retail investors and its focus on giving America an unfair advantage through technology. Karp reflects on his artisti...

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Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets

30 Oct 2025AI processed

In this episode of the Sourcery podcast, Molly O'Shea interviews Alfred Lin, a partner at Sequoia Capital, about various aspects of company building, investment strategies, and navigating turbulent times, particularly within the AI landscape. They discuss Airbnb's resilience during COVID-19, the importance of building ...

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Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund

27 Oct 2025AI processed

In this episode of the Sorcery podcast, Molly O'Shea interviews Alfred Lin from Sequoia Capital, focusing on his investment strategies and the characteristics he looks for in founders. Lin emphasizes the importance of outlier founders with unique insights and a desire to change the world, detailing how Sequoia supports...

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Inside the $550B+ Thiel Fellowship

29 Aug 2025
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Inside Hadrian's $260M Series C to Advance Manufacturing in America

18 Jul 2025AI processed

In this episode of Sourcery, Chris Power interviews Molly O'Shea, founder of Hadrian, about their recent $260 million funding round and the company's plans for expansion. Molly discusses Hadrian's growth, including the launch of a new factory in Arizona and future sites, as well as their expansion into various manufact...

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How Jack Altman Hit 100x Growth With Uncapped: AI, VC, Founders

27 Jun 2025
51m
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