Sourcery
by Sourcery with Molly O'Shea
Latest episode
Inside $17B Index Ventures: Anthropic, Wiz, Datadog & the Future of AI
Inside $17B Index Ventures: Anthropic, Wiz, Datadog & the Future of AI
About this podcast
Interviews with the top Investors, CEOs, & Founders
Episodes
The newest 20 of 216 episodes
- Inside $17B Index Ventures: Anthropic, Wiz, Datadog & the Future of AI · 44 minShardul Shah, Partner at $17B Index Ventures, joins Sourcery from the firm's NYC office to discuss its investments in Anthropic, Wiz, Datadog, Simile, Parallel, and the next…
- Inside Starcloud’s $2B Space Factory · 1 h 9 minI went inside Starcloud’s headquarters in Redmond, Washington, right outside of Seattle, to tour the $2.3B company building AI data centers in space. Philip Johnston, CEO &…
- I Got Interviewed! The Story Behind Sourcery, Alex Karp, Sam Altman Clip.. · 1 h 6 minI got interviewed! Paige Finn Doherty of Behind Genius sat down with me in the yard to look back on Sourcery's insane growth for her 100th episode. Copy below is from her post…
- Franklin Templeton CEO on SpaceX, Anthropic, Circular Deals & the State of the Market · 42 minIs AI in a bubble? What happens to circular AI financing deals, and why is one of the world's largest asset managers investing in SpaceX and Anthropic? I sat down with Jenny…
- The $2B AI Startup Simulating Human Behavior with 85% Accuracy · 56 minWhat if AI could predict human behavior before it happens? I sat down with Joon Sung Park, Co-Founder & CEO of Simile, the $2B AI startup building foundation models of human…
- Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x · 60 minFormer Twitter CEO & CTO Parag Agrawal predicts AI agents could drive another 5,000–10,000x increase in web usage, fundamentally transforming how the internet operates and makes…
- Apollo’s Yahoo Playbook, 5 Years After the $5B Deal · 56 minApollo bought Yahoo and AOL from Verizon in 2021 for about $5B. 5 years later, Yahoo has returned Apollo’s capital in one of the fastest returning deals in the firm’s history…
- Vercel CEO Guillermo Rauch on Building the Internet for Agents · 1 h 29 minGuillermo Rauch, Founder and CEO of Vercel, joins Sourcery from the company's San Francisco headquarters to discuss how AI agents are transforming software development…
- Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine · 1 h 10 minDr. Nworah Ayogu, MD, MBA, Partner at Thrive Capital, joins Sourcery to discuss how AI is transforming drug discovery, medicine, and the economics of healthcare. A…
- Perplexity CEO: SMBs Could Drive the Next Economic Boom · 55 minPerplexity Founder & CEO Aravind Srinivas believes the next wave of American economic growth could come from smaller, AI-native businesses, not just the largest technology…
- USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano · 1 h 25 minUSV spent 20 years keeping its funds small on purpose. Its new $900M raise is the largest fund cycle in the firm’s history. I sat down with USV General Partners Fred Wilson…
- John Collison, Stripe: AI Agents Will Rewire the Internet · 28 minJohn Collison, Co-Founder of Stripe, on how AI agents are changing commerce, payments and the internet itself. I sat down with John at Browserbase Navigate to talk agentic…
- Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO · 59 minJonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery to break down how AI training & deployment are changing in 2026. We cover the shift from training models to pass…
- Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor · 1 h 2 minAnnie Lamont is Co-Founder and Managing Partner of Oak HC/FT, the healthcare and fintech investment firm she built with Andrew Adams. Across 40+ years she has managed $14B…
- IMEC Says Today’s AI Will Look Ancient in 10 Years · 14 minAI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI…
- The $500B Opportunity in Europe’s Defense Buildout · 22 minEurope is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems. After decades of underinvestment, Europe's…
- The $10T AI Buildout Has a Photonics Problem · 33 minAI's next infrastructure bottleneck? It's everything connecting them. As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper…
- The $3B Company Trying to Beat Amazon Prime · 15 minStord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years. The goal: level the playing field with Amazon Prime for the…
- How Deel Scaled From $100M to $1B+ ARR in 3 Years · 13 minDeel went from $1M to $100M in ARR in under 20 months, then from $100M to $1B in just 3 years. Today, the company has surpassed $1.5B in revenue and is valued at $17.3B. I sat…
- How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands · 1 h 5 minJen Prosek has spent more than two decades helping build and protect the reputations of some of the biggest names in finance. She is the Founder & Managing Partner of Prosek…
