Sourcery with Molly O'Shea

The $2B AI Startup Simulating Human Behavior with 85% Accuracy

AI Agents Could Drive 10,000x More Web Activity | Former Twitter CEO

Apollo’s Yahoo Playbook, 5 Years After the $5B Deal

Vercel CEO Guillermo Rauch on Building the Internet for Agents

The software industry is undergoing a fundamental transformation as development shifts from human-centric interfaces to agent-to-agent interactions. Vercel CEO Guillermo Rauch highlights this exponential growth, noting that 60% of deployments on the platform are now agentic, a massive surge compared to the company's fi...

Thrive Capital’s Dr. Nworah Ayogu on Why Neuralink Is More Interesting Than SpaceX

Perplexity CEO: SMBs Could Drive the Next Economic Boom

USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano

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

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,...

The $10T AI Buildout Has a Photonics Problem

Bending Spoons is Eating Silicon Valley | CEO Luca Ferrari

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...

Dino Mavrookas: America Needs to Build Ships Again

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, ...

Inside the Factory Building America’s Autonomous Navy

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...

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

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...

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

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...

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

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 ...

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

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...

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

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...

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

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...

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

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 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...