Podcast · 190 episodes
Sourcery
by Sourcery with Molly O'Shea · English
Interviews with the top Investors, CEOs, & Founders
Latest episodes
IMEC Says Today’s AI Will Look Ancient in 10 YearsAfter-GPU AI infrastructure—why scaling is hitting physical limits (Moore’s Law plateau), with memory/power/cooling/data-transfer as the main inference bottlenecks; photonics as a likely “killer”…30 Sep 2026 · 14 min
The $500B Opportunity in Europe’s Defense BuildoutEurope’s defense buildout and the “$500B opportunity,” focusing on industrialization, manufacturing scale, supply-chain gaps, and how autonomy/AI changes component cost and volume requirements.30 Sep 2026 · 22 min
The $10T AI Buildout Has a Photonics ProblemThe “$10T AI buildout” is colliding with data-center bottlenecks—especially energy and network latency—driving a shift from copper to optical/photonic interconnects.30 Sep 2026 · 33 min
All episodes
IMEC Says Today’s AI Will Look Ancient in 10 YearsAfter-GPU AI infrastructure—why scaling is hitting physical limits (Moore’s Law plateau), with memory/power/cooling/data-transfer as the main inference bottlenecks; photonics as a likely “killer”…30 Sep 2026 · 14 min · 5 chapters
The $500B Opportunity in Europe’s Defense BuildoutEurope’s defense buildout and the “$500B opportunity,” focusing on industrialization, manufacturing scale, supply-chain gaps, and how autonomy/AI changes component cost and volume requirements.30 Sep 2026 · 22 min · 10 chapters
The $10T AI Buildout Has a Photonics ProblemThe “$10T AI buildout” is colliding with data-center bottlenecks—especially energy and network latency—driving a shift from copper to optical/photonic interconnects.30 Sep 2026 · 33 min · 15 chapters
The $3B Company Trying to Beat Amazon PrimeSean founder of Stored discusses building a “Prime-like” delivery network for the other two-thirds of e-commerce, using vertically integrated robotics, AI, and fulfillment software to cut delivery…29 Sep 2026 · 15 min · 8 chapters
How Deel Scaled From $100M to $1B+ ARR in 3 YearsDeel’s rapid sales and growth strategy—scaling global payroll/HR from $100M to $1B+ ARR in three years—plus remote sales operations, culture, and go-to-market ideas.29 Sep 2026 · 13 min · 6 chapters
How Apollo, Citadel, Blackstone, & Bridgewater Built Their BrandsHow finance firms build and rebuild reputations and brands through narrative, “offense” brand building, content hygiene, and crisis judgment; includes case studies from Apollo, Citadel, Bridgewater,…28 Sep 2026 · 1 h 5 min · 23 chapters
10 of The Wildest Hot Takes From the All-In Summit 2026Live “wildest hot takes” roundup from the All-In Summit 2026, focused on AI risk vs optimism, energy for AI, agentic productivity, and broader societal/tech claims.27 Sep 2026 · 47 min · 18 chapters
a16z Just Launched a Schoola16z announces Horowitz-Andresen Academy, a new post–high school residential program in San Francisco for “young builders” to become AI-native founders or job-ready builders through project-based,…22 Sep 2026 · 1 h 19 min · 34 chapters
Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical IndustriesEclipse’s Lior Susan argues that venture should back “physical industries” (manufacturing, energy, defense, semiconductors, mining, robotics) because ~85% of world GDP is physical (~$100T).21 Sep 2026 · 48 min · 20 chapters
Brad Gerstner on the Largest Wealth Transfer to America’s KidsBrad Gerstner discusses “Trump accounts” (Invest America) and argues they enable the “largest wealth transfer” to children by automatically creating investment accounts for minors, letting families…20 Sep 2026 · 13 min · 6 chapters
Bending Spoons is Eating Silicon Valley | CEO Luca FerrariBending Spoons CEO Luca Ferrari explains why the company is aggressively acquiring digital businesses and integrating them into a shared “operating system” of proprietary technologies, arguing this…18 Sep 2026 · 1 h 15 min · 28 chapters
Brad Gerstner: The $100 Test That Could Save 50,000 Lives a YearBrad Gerstner argues for making calcium CT (CAC) scans the “mammogram for the heart” to prevent heart attacks.17 Sep 2026 · 24 min · 15 chapters
Inside Bending Spoons: Buying Airtable, AOL, Vimeo & EventbriteBending Spoons’ acquisition strategy and culture, covering major deals (Miro, Airtable, AOL, Vimeo/WeTransfer mentioned), how they integrate companies, and how they run meritocracy and “startup mode”…14 Sep 2026 · 1 h 18 min · 26 chapters
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part IIISaronic’s push to scale autonomous surface shipbuilding to outpace China and cut costs, with discussion of U.S.10 Sep 2026 · 1 h · 23 chapters
Dino Mavrookas: America Needs to Build Ships AgainSironic (Austin defense tech) builds autonomous “boat-like” sea drones and larger autonomous ships to fix U.S. shipbuilding capacity, cut costs, and enable faster, scalable naval power.8 Sep 2026 · 30 min · 14 chapters
Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino MavrookasSaronic (Austin HQ) scaling autonomous maritime production via a new Austin “Corsair” production line and the planned Port Alpha shipyard in Brownsville, plus how autonomy/software and hardware…7 Sep 2026 · 33 min · 11 chapters
BlackRock's Tony Kim on AI's Next Winners?BlackRock’s Tony Kim explains how the “AI era” is forcing a complete rebuild of the tech stack—especially compute, data centers, power/energy, and chip-memory co-design.3 Sep 2026 · 1 h 9 min · 25 chapters
Inside Bridgit Mendler’s New 185,000 sqft Northwood Space FactoryNorthwood (founded by Bridgit Mendler) builds “full-stack” ground stations for space missions, modernizing outdated 1990s-era networking infrastructure.31 Aug 2026 · 46 min · 21 chapters
Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 02How Sir Peter Beck Is Building Neutron’s Engines (Tour 02) is a behind-the-scenes tour of Rocket Lab’s engine production and testing, focused on Neutron’s Archimedes and Electron’s Rutherford engines.28 Aug 2026 · 28 min · 10 chapters
Rocket Lab HQ Tour with Sir Peter Beck | Factory Tour: Part IRocket Lab HQ factory tour (Long Beach, CA) with Sir Peter Beck, covering the company’s origins, culture of building with limited resources, satellite manufacturing, mission control,…26 Aug 2026 · 25 min · 6 chapters
Inside Rocket Lab w/ CEO Sir Peter Beck: Record Earnings, Neutron, FlatelittesRocket Lab CEO Sir Peter Beck discusses record earnings, backlog growth, and Rocket Lab’s shift from launch provider to full “space ecosystem” via manufacturing and strategic acquisitions, including…24 Aug 2026 · 39 min · 22 chapters
Ben Lamm CEO of $12B Colossal Biosciences & $3.8B AstromechBen Lamm, CEO of Colossal Biosciences, discusses de-extinction and biodiversity loss, Colossal’s “digital twin of nature” vision using AI, and how de-extinction tech could support conservation and…20 Aug 2026 · 1 h · 23 chapters
Nikesh Arora, CEO Palo Alto Networks ($PANW)Nikesh Arora (CEO of Palo Alto Networks) argues that AI will accelerate cyberattacks and compress the time between vulnerability discovery and exploitation, forcing faster patching, AI-enabled…17 Aug 2026 · 59 min · 25 chapters
How AppLovin Built a $100B Ad MachineAppLovin’s Axon ad-recommendation engine—how it was rebuilt with Axon 2 (semantic embeddings + deep neural nets) to improve prediction accuracy and efficiency, and how that performance powers a…14 Aug 2026 · 1 h 27 min · 29 chapters