Sourcery

Alex Karp, CEO of Palantir, joins Molly O’Shea for a rare look inside Palantir (physically, inside their office). We go deep into their values, vision, and the moral foundation of technology in the AI era. Fresh off Palantir’s record-breaking earnings , nearly hitting a $500 billion market-cap milestone , and the release of a new biography The Philosopher in the Valley, this episode explores how P...

Ryan Serhant is one of the most successful and well-known real estate entrepreneurs in the world, with over $20 billion in lifetime sales . After leading one of New York City’s top-ranked brokerage teams to more than $4 billion in transactions, he founded SERHANT. , a next-generation real estate company built at the intersection of media, technology, education, & sales. In this episode, Ryan j...

Alfred Lin , Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities , consistently identifying founders and businesses that redefine entire markets. He continue...

Sequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the next generation of outlier founders at the start o...

Michael Barton , Sector Head at Coatue , joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop meme stock saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into how ideas are generated, trades are sized, and ris...

Elad Gil joins Sourcery to unpack the story behind Brain Co , his new AI incubation venture with Jared Kushner (Affinity Partners) and Eric Wu (Opendoor). Brain Co was founded to solve a glaring problem: Fortune 100s and government institutions desperately want AI adoption but lack the engineering depth and infrastructure to make it real. Backed by a $30M Series A led by Gil Capital and Affinity P...

Elad Gil , of Gil Capital and Gil & Co, aka one of Silicon Valley’s most influential investors, sits down with Molly O’Shea to unpack it all .. from the 1999 IPO boom to the AI bubble, and what it really takes to build durable companies across cycles. Elad has backed more than 200 companies, from Stripe, Airbnb, and Coinbase to next-gen AI leaders like Perplexity, Harvey, and Decagon . Today,...

AI has eaten the internet, data labeling is so over, and $30 trillion of human work is on the verge of automation. Jonathan Siddharth , Founder & CEO of Turing , joins Sourcery to break down the power shift in AI training — from commodity data labeling to expert research — positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. Turing has become a hidden force in th...

At just 2 years old, Base Power has become one of the fastest-growing distributed energy companies in the U.S. Founded by Zach Dell and Justin Lopas , the company just announced a $1 billion Series C led by Addition . All other major investors are re-investing, including Trust Ventures, Valor Equity Partners, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil, 137Ventures, Terrain, and Waybu...

Andy Lowery, CEO of Epirus , & Joshua Steinman, CEO of Galvanick , join Molly O’Shea to break down the next frontier of defense, from drone swarms to industrial cyber threats. Epirus has raised over $550M from StepStone, General Dynamics, T. Rowe Price, Gaingels, and 8VC, building its Leonidas™ solid-state, high-power microwave weapon to counter drones and drone swarms. Lowery explains how Epi...

Astasia Myers (Felicis), Tony Wang (500 Global), & Patrick Salyer (Mayfield) joined Sourcery’s Molly O’Shea at the Startup Grind AI Summit, presented with Mayfield & Snowflake, for a conversation on what it really takes to raise from Seed to Series A in AI. Together they unpack the realities of fundraising in AI today —from what traction truly looks like, to defensibility and integration m...

Navin Chaddha, Managing Partner of Mayfield, has guided more than 80 companies to positive outcomes. During his venture capital career, Navin has invested in over 60 companies, of which 18 have gone public and 27 have been acquired. Creating $120B+ in equity value and over 40,000 jobs . Navin has been named to the Forbes Midas List 17 times (Top 5 in 2020, 2022, 2023, 2024) , becoming one of the m...

America’s industrial base is being rebuilt by a new generation of founders at the intersection of aerospace, AI, and defense. In this Sourcery episode, host Molly O’Shea sits down with three leaders driving the reindustrialization movement, Eric Allison (Chief Product Officer, Joby Aviation), Filip Aronshtein (CEO, Dirac), and Steve Simoni (President, Allen Control Systems) Together, their stories...

Factory just raised a $50M Series B from NEA, Sequoia Capital, NVIDIA, and JPMorgan , alongside angels like Frank Slootman, Nikesh Arora, and Aaron Levie . The company is pioneering agent-native development with its flagship “Droids” — autonomous software engineering agents that can handle everything from migrations and refactors to testing, documentation, and incident response. In this Sourcery i...

Keith Rabois , Opendoor ($OPEN) co-founder & newly appointed Board Chair , Managing Director at Khosla Ventures , & a core member of the PayPal Mafia , joins Sourcery for a masterclass on talent, culture, and contrarian thinking. “ You don't want to be the best in the world at what you do. You want to be the only one who does what you do. ” Paraphrasing Jerry Garcia, The Grateful Dead He s...

Keith Rabois, Opendoor ($OPEN) co-founder & newly appointed Board Chair, Managing Director at Khosla Ventures, and a core member of the PayPal Mafia, joins Sourcery to discuss the activist turnaround being led at Opendoor. Opendoor just named former Shopify executive Kaz Nejatian as CEO, with Rabois returning to reshape the company’s cost structure and culture. In his words to CNBC: “There’s 1...

Klarna CEO Sebastian Siemiatkowski joins Sourcery on the eve of their IPO to share the ultimate comeback story — from billion-dollar losses to profit, the hard layoffs, the AI rebuild, and why he let employees lead the charge with new tools. Recorded at the NYSE , this might be the best Sourcery interview to date. We cover how Klarna balances playful branding — pink logos, surreal fish ads, and Sn...

EXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on PsiQuantum’s Moonshot Core Memory creator, Silicon Valley’s Science Expert, & once–quantum skeptic Ashlee Vance sits down with PsiQuantum’s Co-Founder & CSO Pete Shadbolt for a candid, wide-ranging conversation. After touring PsiQuantum’s secretive labs—more than five years after first covering the company—Ashlee found his skepticism shak...

Pete Shadbolt, Chief Scientific Officer & Co-Founder of PsiQuantum, unpacks the company’s landmark $1 billion Series E, bringing total funding to nearly $2 billion & valuing the company at $7 billion . Backed by BlackRock, Temasek, Baillie Gifford, and Nvidia’s venture arm, PsiQuantum is doubling down on its radical bet: you need 1 million qubits to unlock useful quantum computing. Shadbol...

Ashlee Vance , best known as Elon Musk’s biographer, and now the creator of Core Memory, a frontier podcast and video series exploring space, science, and technology, joins Sourcery for a fun behind-the-scenes (BTS) on his most high profile guests. We talk about why Ashlee shifted from journalist to founder, his vision for Core Memory, and the guests who have defined the show — including Palmer Lu...

Adam Goldstein (CEO of Archer), Billy Thalheimer (CEO of REGENT), and Mitch Lee (CEO of Arc) join Molly O’Shea to talk flying cars, flying boats, and the electrification of air & sea travel. Archer is scaling its Midnight aircraft for urban air taxis and defense applications; REGENT is launching high-speed seagliders that combine boats and planes; and Arc is bringing electrification to boats....

*WARNING* Alex Cohen has one of the wildest founder journeys in tech. Fired by over 11 companies—including Elon Musk’s X, Meta, CrowdStrike, and even Wendy’s—he’s now the founder and CEO of Hello Patient, an AI platform transforming how healthcare practices engage with patients. In this conversation, Alex and Molly O’Shea dive into his underdog story, the viral parody videos that turned heads acro...

Patrick McGee , author of Apple in China: The Capture of the World’s Greatest Company , joins Molly O’Shea to unpack his latest bestseller. McGee explains how Apple, once days away from bankruptcy, was saved by Tim Cook’s decision to move manufacturing to China. Tim Cook’s nearly trillion-dollar bet created the most advanced supply chain in history — and left Apple geopolitically captured. From Fo...

In just over a decade, The Thiel Fellowship has produced more than $750B* in value creation , with a ​ 13.79% unicorn hit rate . Fellows launched some of the most important companies of the 21st century — Vitalik Buterin’s Ethereum, Dylan Field’s Figma, Lucy Guo’s Scale AI, Ritesh Agarwal’s OYO, Laura Deming’s Longevity Fund , and more. In this episode, Danielle Strachman, a Founding architect of...

With $10B+ in AUM, Altimeter has made their largest bet in its history on OpenAI. Known for disciplined bets in generational companies like Snowflake, SpaceX, Anduril — and now OpenAI, the firm is now fully committed to the AI supercycle. In this episode, Apoorv Agrawal, Partner at Altimeter focused on AI and software, joins Molly O’Shea to break down how the firm evaluates opportunities in the AI...