Sourcery

Unconventional AI recently emerged from stealth with $475M in seed funding at a $4.5B valuation, led by Andreessen Horowitz and Lightspeed, with participation from Sequoia, Lux Capital, DCVC, Future Ventures, Jeff Bezos, Playground Global, and others. Naveen is also personally investing $10M into the company. Recorded at Playground Global in Palo Alto and hosted by Peter Barrett, General Partner,...

Deedy Das, Partner at Menlo Ventures and former founding team member at Glean, joins Sourcery to unpack a major shift reshaping venture capital: the move from rigid investment theses toward founder-led conviction. With 48+ years of experience, 80+ public companies, 165+ mergers and acquisitions, and $6.8B+ under management , Menlo Ventures is partnering with Anthropic through the $100M Anthology F...

Sequoia Capital Partner Shaun Maguire returns to Sourcery for a conversation with Molly O’Shea on math superintelligence, physics, and the limits of human understanding . Specifically, Shaun explains his and Andrew Reed’s investment in Harmonic , the new AI company founded by Robinhood CEO Vlad Tenev , and why math + reinforcement learning may unlock the next major breakthrough in artificial intel...

Brex CEO Pedro Franceschi joins Molly O’Shea for an exclusive breakdown of the $5.15B Brex x Capital One M&A deal —from the first serious conversations to finalising the deal in ~40 days , making this one of the largest bank–fintech deals in history . Pedro shares why Capital One paid up , why he believes the “exit” mental model is wrong , and how Brex stays founder-led with a “butterfly” oper...

Elon Musk has built more category-defining companies than any founder alive — and Sequoia Capital and Partner Shaun Maguire have backed five of them: SpaceX, xAI, Neuralink, The Boring Company, and X. In this episode of Sourcery, Shaun breaks down how Elon builds trillion-dollar companies, why SpaceX may be the greatest company, largest IPO and wealth creation event of all time, and why he believe...

Filmed at the Reagan National Defense Forum at the Reagan National Library, Molly walks with Dan Wright, CEO of Armada, to unpack why the next era of AI infrastructure will not live only in hyperscale cloud campuses – it will move into the physical world. Armada calls itself the hyperscaler for the edge. The company builds modular AI factories that bring compute, connectivity, storage, and real wo...

Snowflake CEO Sridhar Ramaswamy joins Sourcery to discuss Snowflake’s long-term path toward iconic scale , drawing on his firsthand experience scaling Google Ads from ~$1.6B to ~$100B+ in revenue — including the moment Eric Schmidt challenged his team to write a $100B revenue plan as a thought experiment in compounding growth. Rather than declaring a Snowflake revenue target, Sridhar explains how...

Zipline CEO Keller Rinaudo Cliffton gives Molly a rare full tour inside Zipline’s factory + HQ —including the ROCC (Remote Operating Command Center) , live flight monitoring, the HITL hardware-in-the-loop simulator lab , reliability testing, and the production line. DISCLAIMER: This is a LIVE factory, it is noisy, audio can be inconsistent at times. Enjoy :) Watch our full sit-down interview with...

Zipline CEO Keller Rinaudo Cliffton joins Sourcery from Zipline’s drone factory to break down the company’s $600M+ funding round at a $7.6B valuation , a clear step up from Zipline’s ~$5B valuation in 2024 , as the company enters a major U.S. and global scaling phase. The round includes participation from leading investors Fidelity Management & Research Company, Baillie Gifford, Valor Equity P...

Adam Goldstein, Founder & CEO of Archer Aviation (NYSE: ACHR) gives Sourcery a full behind-the-scenes of Archer’s HQ.  In this conversation, Adam breaks down what Archer is building (a new category of aviation), why regulatory and political support matters, and how they’re thinking about scaling from early city deployments to a truly global aircraft business. We also get into why retail invest...

Robinhood CEO Vlad Tenev joins Molly O’Shea from Robinhood HQ to break down the company’s record year and what powered its growth. Robinhood (NASDAQ: HOOD) stock opened 2025 under $40/share and ended the year around $113/share, a ~200% annual gain, pushing the company to roughly $120B in market capitalization. But as Vlad explains, the bigger story is under the hood . Today, Robinhood has 11 separ...

David Senra joins Sourcery for a candid conversation about the founders he’s spent nearly a decade studying, and why time, not intelligence or hype, is the only filter that actually matters. As the creator of Founders , Senra has read and analyzed hundreds of biographies of history’s most consequential builders, looking for the recurring patterns behind people who don’t just succeed once, but keep...

Jeffrey Katzenberg & ChenLi Wang join Sourcery for a deep, candid conversation on how WndrCo was built, and how they think about investing, company-building, and storytelling in the age of AI. Katzenberg reflects on his third act after Disney & DreamWorks , tracing a lifelong pattern of using technology as a competitive advantage for storytelling. ChenLi shares how scaling Dropbox shaped h...

Michael Mignano, Partner at $30B VC firm Lightspeed, and the co-founder of Anchor , a podcast creation, hosting, and monetization platform acquired by Spotify in 2019, joins Sourcery to discuss the next era of creation & technology investing. In this episode, Michael shares how his background building consumer media products informs the way he invests today, with a focus on AI and creativity-d...

Palmer Luckey, Co-Founder of Anduril,  joins Sourcery for an unfiltered walk through some of the most controversial & speculative questions in modern defense technology, from UAPs and UFOs to invisibility tech, moon warfare, and why all of it may be running on parallel tracks to today’s human military development. Luckey breaks down what war would actually look like in space and on the moon, w...

Trae Stephens, Co-Founder & Executive Chairman of Anduril, & Partner at Founders Fund, joins Sourcery for a behind-the-scenes conversation on Anduril’s 2017 founding, when defense tech was deeply unpopular in Silicon Valley, the cultural shift that followed, and how software, autonomy, manufacturing scale, and ethics now converge in modern warfare and national security. Stephens explains A...

Matt Grimm, Co-Founder & COO of Anduril, walks us through Anduril’s headquarters in Costa Mesa—a rare, and possibly first look, inside the physical systems that turn ideas into fielded products. We tour Building A, a 200,000 sq ft R&D facility with machine shop, composites, metrology, electronic warfare test environments, and a dev-test area designed to “break things” so the team can itera...

Full Interview: Brian Schimpf, Co-Founder and CEO of Anduril , joins Sourcery to discuss the company’s scale, strategy, and position in the defense market. He outlines Anduril’s growth to roughly 7,000 employees , $1B+ in revenue with continued YoY doubling , and a reported $30.5B valuation (too low?) , while addressing IPO speculation & these wild “fake SPVs .” The conversation covers geopoli...

This is a rare, behind-the-scenes walking tour & sit-down interview inside Anduril Industries , a $30.5B defense technology company that develops and sells autonomous systems, AI-powered software, and advanced hardware for military and security applications to protect US and allied forces.. one of the most consequential defense companies of this era. In this Sourcery exclusive , we go inside A...

With great honor, Mr. Emil Michael, the Under Secretary of War for Research & Engineering (USW(R&E)) and Chief Technology Officer for the Department of War (DoW), joins Sourcery in front of a F117 at the Reagan National Defense Forum 2025 to dispel common misconceptions about the DoW, modern defense technology, & the role of companies like Palantir, SpaceX, & Anduril. Drawing on hi...

Manny Medina,  Co-Founder & CEO of  Paid  and  former CEO of $4.4B Sales Tech company, Outreach,  hosts Sourcery at their HQ in London to discuss the early development of AI agents & what this shift means for software businesses. Roughly  $300 billion in SaaS revenue  remains “trapped” in legacy pricing and delivery models. After scaling  Outreach to 6,000 customers, 220,000 active users,...

Marc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups.  One of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine dedicated to incubating AI-native companies & acquiring the fragmented ser...

Bradley Tusk joins Sourcery to discuss what he learned working closely with Travis Kalanick during Uber’s early regulatory battles, and how those experiences shaped his decision to shut down his venture fund and return to an equity-for-services model. Bradley explains why Travis was unusually fast, analytical, and willing to challenge institutions, and how that mindset influenced the way Uber appr...

a16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security. We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companies are rebuilding core capabilities in nuclear, mis...

David Ulevitch , General Partner at Andreessen Horowitz (a16z) , who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz , the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospace, defense, public safety, education, housing,...