Podcast · 190 episodes
Sourcery, page 2
by Sourcery with Molly O'Shea · English
Interviews with the top Investors, CEOs, & Founders
All episodes, page 2
Inside Neros’ Factory Built to Make 1 Million Drones a YearNero’s “Millennium One” drone factory tour, built to vertically integrate production and reach 1 million drones/year, plus discussion of testing, manufacturing strategy, and scaling.12 Aug 2026 · 20 min · 10 chapters
Neros Raises $250M Series C at $2.5B to Build 1 Million Drones a YearNEROS (a drone manufacturer) discusses its Series C: $250M at a $2.5B post-money valuation, aiming to scale production to 1 million drones per year. The episode argues the U.S.11 Aug 2026 · 44 min · 19 chapters
Base Power Hits $13B Valuation on $1B Series DBase Power raises a $1B Series D at a $13B valuation, bringing total funding above $2.5B just 10 months after its $1B Series C.3 Aug 2026 · 25 min · 12 chapters
AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a WeekAssemblyAI’s voice AI infrastructure and why voice is scaling fast, including new context-aware voice models, enterprise adoption, and how voice will expand beyond phones into consumer hardware and…31 Jul 2026 · 46 min · 17 chapters
The Stock That Went Up 1000% | Lumentum CEOLumentum CEO Michael Hurlston discusses why optical components for data centers are surging, how fiber optics replace copper, manufacturing bottlenecks, and whether the stock run-up is a “bubble,”…29 Jul 2026 · 24 min · 11 chapters
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B CognitionScott Wu, CEO of Cognition ($26B valuation; $2.5B+ raised), discusses autonomous coding agents, rapid enterprise adoption, how Cognition measures productivity, and the company’s independence strategy…27 Jul 2026 · 43 min · 16 chapters
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & QuantumTony Kim (BlackRock) argues AI has shifted tech from a software-centric era to a compute- and hardware-centric era, forcing a full data-center rebuild (power density, bandwidth, heat, shorter data…24 Jul 2026 · 1 h 9 min · 19 chapters
David Friedberg on the Economic Crisis Nobody Wants to FixDavid Friedberg argues America’s affordability crisis and “socialist wave” stem from policy choices that let capital compound for the wealthy while blocking most people from owning assets.22 Jul 2026 · 1 h 5 min · 23 chapters
Data is Back: MongoDB, Databricks, SnowflakeMongoDB’s role in the “AI supercycle” and agentic apps, arguing that data (not just models) is the key bottleneck; also why on-prem/data centers are returning due to hyperscaler capacity limits and…20 Jul 2026 · 43 min · 18 chapters
Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AIA Raise Summit in Paris “hot takes” episode spanning enterprise AI adoption, physical AI, data centers, open vs closed models, token economics, and AI search/retrieval costs.19 Jul 2026 · 57 min · 30 chapters
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AIA “hot takes” roundup from AI leaders at the RAISE summit, spanning agentic AI, human-computer interaction, open vs closed models, enterprise AI economics, and even space/physical AI.19 Jul 2026 · 41 min · 14 chapters
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"SambaNova CEO Rodrigo Liang discusses scaling AI inference efficiently, a $1B+ fundraise at an $11B valuation, and why “premium inference” needs low power, low latency, and fast deployment (often in…17 Jul 2026 · 1 h · 34 chapters
Fmr SpaceX CIO Ken Venner on Elon, Gwynne, & SpaceX PlaybookKen Venner, former SpaceX CIO, explains why he joined Senra Systems (cable harness automation), his scaling playbook from Broadcom and SpaceX, and how first-principles thinking, accountability, and…16 Jul 2026 · 16 min · 9 chapters
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest BottleneckSenra Systems raises a $65M Series B to modernize aerospace/defense wire harness manufacturing, removing a major bottleneck caused by manual, tribal-knowledge assembly.15 Jul 2026 · 1 h 11 min · 25 chapters
Andrew Feldman on Building a Chip 58x Larger Than Nvidia'sAI hardware demand and data-center bottlenecks; Cerebras’ strategy for fast inference and building a “chip 58x larger than Nvidia’s”; co-design of chips and software; concerns about NVIDIA using…13 Jul 2026 · 33 min · 17 chapters
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's PitchCyan Banister (Long Journey) discusses how she got pitched by Luke Nosek to “dig through your couches” for liquid assets to help SpaceX, her investing philosophy (“ask what worries you,” then follow…10 Jul 2026 · 1 h 29 min · 39 chapters
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, VercelAccel’s “quiet firm” growth strategy and how it invests across the AI stack, using Facebook as a historical parallel; expectations for massive future IPOs; and views on agentic adoption, inference,…6 Jul 2026 · 56 min · 20 chapters
Dylan Field on the “Permanent Underclass of Zero Taste”Dylan Field (Figma co-founder/CEO) discusses why design isn’t dead, how AI changes design workflows, and what it takes to escape “average” output (“permanent underclass of zero taste”).2 Jul 2026 · 48 min · 16 chapters
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..Benchmark partner Molly (Sorcery) discusses how AI has broken traditional “spreadsheet investing” rules for software—scale no longer reliably means lower risk, and classic SaaS metrics (high gross…29 Jun 2026 · 57 min · 22 chapters
Brian Armstrong: “Capitalism Lifts Everyone Up”Coinbase’s “intelligence” push and AI agents for financial services, plus product updates at its biannual system update.26 Jun 2026 · 58 min · 18 chapters
Mark Pincus: How to Build Billion-Dollar ProductsMark Pincus discusses his book Life at the Speed of Play and how founders should build “billion-dollar products” by separating winning instincts from losing ideas, running “Proven Better New”…23 Jun 2026 · 1 h 27 min · 32 chapters
What a $75 Million Airplane Actually Costs to OwnIsrael Slodowitz (Kraft founder/CEO) explains why private aviation demand is surging and what it really costs to own.20 Jun 2026 · 1 h 22 min · 35 chapters
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AIToken pricing reckoning for AI agents, and how Harvey’s open Legal Agent Benchmark (Lab) measures agent performance and cost tradeoffs for real legal tasks.18 Jun 2026 · 45 min · 15 chapters
Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a MonthThe episode is a behind-the-scenes tour and business deep dive of Harvey AI, a legal AI company.16 Jun 2026 · 38 min · 20 chapters