Sourcery with Molly O'Shea
Sourcery
Interviews with the top Investors, CEOs, & Founders
Author
Sourcery with Molly O'Shea
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Podcast website
Latest episode
Jul 10, 2026
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Episodes
How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic 22.08.2025 57:46
With $6B+ in AUM, 8VC has taken a different approach to venture capital: instead of just funding startups, they also build them. Founding Partner Drew Oetting joins Sourcery to unpack 8VC’s infamous “Build” Program , where nearly 30% of the fund’s capital goes into companies they co-found. With a track record of creating 28 companies—including Affinity, Saronic, Epirus, and Resilience —alongside m...
How to Build a $100M+ Cult Brand: Sophia Amoruso on Nasty Gal, Girlboss & Trust Fund 18.08.2025 52:33
Sophia Amoruso is more than a founder, she’s a cultural icon. She built Nasty Gal from an eBay store into a $350M fashion powerhouse, bootstrapping to $28M in revenue, owning 80% at peak valuation, & crossing $100M in sales before VC funding led to bankruptcy. At the same time, she created GirlBoss—one of the first major movements for women in business & culture. It became a bestselling bo...
Rainmaker’s Secret AI Plan for Superintelligent Weather 15.08.2025 47:53
In this episode of Sourcery , Augustus Doricko (Rainmaker) & Alex Levy (Atmo) break down how they’re reengineering the weather to solve one of humanity’s biggest challenges: freshwater scarcity. Rainmaker delivers water to farms, ecosystems, and watersheds through a modern precipitation enhancement system—combining radar validation, AI modeling, weather-resistant drones, and sustainable cloud...
How The Rarest Company On Earth Raised $75M 11.08.2025 38:41
Vulcan Elements CEO John Maslin joins Sourcery to announce their $65M Series A led by Altimeter (Brad Gerstner, Erik Kriessmann) with participation from One Investment Management (Rajeev Misra) to build the most advanced rare earth magnet factory in America—fully decoupled from China. Bringing their total funding to $75M. We cover why rare earth magnets are the “essential invisible building blocks...
Nuclear Race to Power AI: Valar Atomics, Fuse, Not Boring 08.08.2025 49:58
Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) join Molly O’Shea to explore how nuclear energy—fission and fusion—is at the heart of America's industrial resurgence and the race for AI dominance. Isaiah unpacks Valar Atomic ’s plan to scale modular fission reactors across the U.S., breaking decades of regulatory stagnation and reimagining how America powers it...
Carta’s Path to $500M ARR, Raising $1B, & Why PE is The Future | Henry Ward, CEO 06.08.2025 36:43
Henry Ward, CEO of Carta, joins Sourcery to share how the company scaled to nearly $500M in ARR, raised $1B across seven rounds, and evolved from a startup serving cap tables to a platform targeting massive markets like private equity and private credit. Ward discusses the Peter Thiel-inspired strategy of dominating small markets before expanding, the importance of focusing on inputs over outputs,...
Peter Thiel’s $50M Bet on American Nuclear Fuel, General Matter 30.07.2025 32:20
Scott Nolan, Founder & CEO of General Matter and Partner at Founders Fund, joins Sourcery to break down America’s urgent need to rebuild its nuclear fuel supply chain. With $50 million in funding led by Founders Fund, General Matter is developing U.S.-based production of HALEU (high-assay low-enriched uranium), the nuclear fuel critical for powering next-generation reactors. As part of the rec...
Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures 27.07.2025 24:24
Christian Garrett, Partner at 137 Ventures and Co-Founder of the Hill & Valley Forum , returns to Sourcery for a deep dive into Winning the AI Race —a high-stakes summit bringing together Trump, J.D. Vance, top tech CEOs, and government leaders to chart America’s AI future. In this fast-moving conversation, Christian breaks down how AI is driving reindustrialization across mining, energy, and...
How Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth Industry 25.07.2025 58:06
Samir Vasavada joins Molly O'Shea on Sourcery to share how he and his co-founder Runik Mehrotra launched Vise as teenagers and scaled it to over $22 billion in platform assets with their leanest team ever: just about 40 people. After a record-breaking Q2 and 1275% YoY growth, Vise is leading the shift to Wealth 3.0 with personalized, automated portfolios that go beyond mutual funds and ETFs. Backe...
Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC 23.07.2025 53:59
Rune Kvist, CEO & Founder of the Artificial Intelligence Underwriting Company (AIUC), joins Sourcery to break down how his team is building the confidence infrastructure for AI adoption — and why every AI agent will soon need to be certified and insured. AIUC just came out of stealth with a $15M seed round led by Nat Friedman (NFDG), with participation from Emergence, Terrain, Ben Mann (Anthro...
How Palantir Is Modernizing the Military With AI 22.07.2025 36:32
Greg Little, Senior Counselor at Palantir, joins Sourcery to discuss how AI is reshaping national defense, why America must rebuild its manufacturing base, and the urgent need to weaponize capitalism. He shares a Game of Thrones-inspired breakdown of the defense ecosystem—from Lockheed to startups—and how Palantir’s tools are driving outcomes across the U.S. Navy, industrial supply chains, and eve...
Hadrian Raises $260M Series C Led by Founders Fund & Lux Capital; A Turning Point for U.S. Manufacturing 18.07.2025 32:48
Chris Power, CEO of Hadrian, returns to Sourcery to break down the company’s newly announced $260M Series C.. bringing Hadrian’s total investment to ~$500M since founding the company in 2020. This round was closed in 3 weeks, with equity led by Delian Asparouhov of Founders Fund and Lux Capital, alongside a factory expansion loan facility from Morgan Stanley. The funding supports Hadrian’s rapid U...
How Brex Hit $100B+ in TPV | M&A & Road to IPO 10.07.2025 1:35:14
Art Levy , Chief Business Officer at Brex , the $12.3 billion modern finance behemoth, breaks down why we’re seeing a Golden Age of M&A, with mega-acquisitions, reverse acqui-hires, and aggressive consolidation across the AI landscape. From Meta’s $14B 49% stake in Scale AI, to Google’s $32B Wiz deal, & Stripe’s aggressive crypto rail strategy, Art offers a sharp view into the strategies b...
Inside a16z’s $15M Bet on Cluely: Lead Investor Bryan Kim Reveals All 03.07.2025 1:12:08
Bryan Kim , Partner at Andreessen Horowitz (a16z), focuses on early-stage investments in consumer and application-layer AI. He has invested in some of the most prolific consumer companies like: Captions, ElevenLabs, BeReal, Function Health, and more. One of his recent investments is viral phenomenon, Cluely, a controversial San Francisco-based AI startup founded by Roy Lee. Cluely has raised over...
How Jack Altman Hit 100x Growth With Uncapped: AI, VC, Founders 27.06.2025 51:26
Jack Altman built Lattice into a multi-billion-dollar category leader, raising hundreds of millions along the way. Now he runs Alt Capital, backing 25 bold AI startups out of the $150M AUM fund III. This includes existing portfolio companies like Antares, Owner.com, David AI, Retell AI and more. In addition to that, we breakdown Jack’s new podcast Uncapped, which recently reached escape velocity i...
Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO 20.06.2025 54:19
Roy Lee, Founder & CEO of Cluely, announces their $15M from Andreessen Horowitz to build what they call the most viral AI startup in the world. In this deep dive, we break down their product, business model, fundraising strategy, controversial stunt marketing playbook, and what it means to scale with creator-led growth. With over $20M in total funding, Cluely is building real-time, undetectabl...
How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders 17.06.2025 54:21
Paul Klein IV, founder & CEO of Browserbase, announces their $40M Series B at a $300M valuation led by Notable Capital. Browserbase has raised $67.5M in total funding in just 15 months (!!) since founding the company. Existing investors include big Silicon Valley funds like Kleiner Perkins, CRV, Basecase, and more. Paul shares how Browserbase is powering the next generation of AI agents and “...
Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board 12.06.2025 1:27:44
Cameron McCord, CEO & Founder of Nominal, discuss their recent $75 million Series B round led by Sequoia, bringing their total funding to over $100 million. With this funding, #1 on the Midas list investor, Alfred Lin of Sequoia is joining their board. Alongside Stephen Slattery, Growth & Product at Nominal, they delve into Nominal’s rapid 10-day funding process, driven by thorough due dil...
Nucleus Launches First Genetically Optimized Embryo 04.06.2025 35:29
With $32M in total funding, Nucleus CEO Kian Sadeghi joins Molly to discuss the groundbreaking launch of Nucleus Embryo, a genetic optimization software designed to give children the best possible start in life. Kian explains how the software analyzes comprehensive genetic profiles of embryos, helping parents make informed decisions about traits such as disease risks and physical characteristics....
How Wander Raised $50M to Reinvent Luxury Travel 28.05.2025 1:08:29
In this episode, John Andrew Entwistle, founder & CEO, breaks down Wander’s explosive growth and recent $50M Series B round led by QED Investors and Fifth Wall, with support from Redpoint, Uncork, Starwood Capital, and Breyer Capital. Wander is building the first vertically integrated platform in vacation rentals, targeting the $35B luxury short-term rental segment with over 1,000 homes, a bes...
How Whop Hit $1.2B GMV Run Rate with Just 20 Engineers 23.05.2025 53:34
Whop CTO Jack Sharkey reveals how they built a $1.2 billion GMV run rate platform with just 20 engineers, processing $108 million monthly & 5+ billion views for 28,000 creators worldwide. Whop has raised $80 million, valued at $800 million. He shares controversial takes on why junior engineers should skip big tech to build their own projects, how AI is making developers 5-10x more productive,...
How Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 Space 16.05.2025 55:18
Erik Kriessmann, Partner at Altimeter, joins Molly O'Shea to share his journey from leading human capital at Khosla & Index to writing $100+ million checks into Aerospace & Defense at Altimeter's $10 Billion AUM Fund. We go deep into his investment strategies, and his thoughts on key industry trends. Learn about his work with prominent companies like SpaceX, Anduril, and K2 Space,...
Bucky Moore Joins $30 Billion AUM Mega Fund Lightspeed 05.05.2025 44:46
Bucky Moore joins Molly O'Shea to announce his new role as Partner at $30B AUM Lightspeed Venture Partners. Bucky opens up about his transition from Kleiner Perkins, the decision to join an established platform versus launching his own fund, the structural and economic elements of changing funds, and what it means to invest at the earliest stages during a generational market cycle. We dive deep in...
Windsurf: The Making of a Billion-Dollar AI Company 02.05.2025 1:04:00
Leigh Marie Braswell, Partner at Kleiner Perkins, speaks with Molly O'Shea on the rise of AI and its impact on venture capital. We discuss KP's 21st venture fund, KP21, an $825M fund to back early stage companies, and their third select fund, KP Select III, a $1.2 billion fund to back high inflection investments. We also go deeper into key AI infrastructure trends and machine learning appl...
Superpower Raises $30M Series A Led by Forerunner 22.04.2025 48:59
Jacob Peters, CEO & Co-Founder of Superpower, shares their recent $30 million Series A funding led by Forerunner Ventures. We go deeper into their ambitious vision of having an AI doctor in everyone's pocket and his own personal health journey that inspired the creation of Superpower. Superpower aims to provide a holistic and data-driven alternative to traditional medicine, offering personaliz...
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