Sourcery

Molly O'Shea talks to Grace Isford of Lux Capital, the firm’s youngest Partner, on computational sciences, the current AI Landscape, her investment thesis on New York City's AI sector, and implementing AI in companies. Grace discusses the potential and challenges of AI agents, the current state of the technology as well as the companies making progress in this space. She also provides prac...

Molly O'Shea is joined by Nucleus Genomics CEO Kian Sadeghi discussing the integration of DNA into daily life, from predicting health risks to unlocking personal insights. Nucleus Genomics launches Nucleus IQ, a report that analyzes your genetic contribution to intelligence. Throughout the discussion, Sadeghi emphasizes the potential of genetic information to transform healthcare and personal...

In this episode, Molly O'Shea is joined by Jordan Noone, an aerospace engineer, former Founding CTO of Relativity Space, Co-Founder and General Partner at Embedded Ventures, and Executive Chairman at Zoo. Zoo is automating hardware development, and their Text2CAD technology - an AI-powered CAD engine that turns text prompts into real-world designs- enables engineers to focus on innovation. Zoo...

In this episode, Molly O'Shea talks to John Coogan, EIR at Founders Fund and co-founder of Lucy and Soylent. They cover topics such as his role as an EIR at Founders Fund, his journey from starting Soylent & going through YC, becoming a successful YouTuber (over 430K subscribers & over 8M views), as well as his insights into the history of nicotine & tobacco with his company Lucy....

In this episode, Molly O'Shea is joined by Eric Newcomer, founder of "Newcomer”. Eric shares insights from the New York Cerebral Valley Summit, where VCs and founders explored the move beyond foundation models to applications, the rise of AI in established businesses, and the future of creativity in a generative AI world. Eric Newcomer, founder of the newsletter “Newcomer” on the startup...

In this episode, Molly O'Shea sits down with Jake Harper and Amol Kapoor of Soot, a spatial, self-organizing file system that revolutionizes how they interact with their data. Joining the group is Soot investor Kobie Fuller, GP at Upfront Ventures. Jake talks about Soot as a consumer-grade vector database with a user-friendly GUI, simplifying data navigation and making AI tooling accessible. H...

In this episode, Molly O'Shea interviews Mark Suster, Managing Partner of Upfront Ventures, about venture capital investing strategies and market insights.  Mark discusses the value of disciplined investments at lower valuations, diverse buyer outcomes, the exit landscape, and Upfront Ventures' focused investment in seed stage, early growth, and secondary funds. He emphasizes the importanc...

Hunter Walk discusses the evolution of his venture capital firm, Homebrew , and their contrarian decision to become a self-funded fund in a world of increasingly large megafunds. Homebrew focuses on working with early-stage companies and keeping things simple, without the constraints of a traditional fund structure. He explains the differences between their fund structure and traditional funds, hi...

Sourcery’s Molly O’Shea sits down with Doug Bernauer, Founder and CEO of Radiant, a company pioneering portable nuclear reactors designed to replace traditional diesel generators. Doug shares insights from his experience working with Elon Musk at SpaceX and delves into Radiant’s mission and key innovations. He discusses their ambitious goal of fuel testing by 2026 and provides a technical deep div...

Accelerating US Skilled Immigration to Power Technological Progress This episode features Minn Kim , founder of Lighthouse , an early-stage company offering skilled immigration solutions for technology pioneers. The discussion, led by Molly O'Shea, highlights the problematic nature of the current U.S. employment-based immigration system, which Minn describes as outdated and heavily reliant on...

This episode of Sourcery features an in-depth conversation with Jared Hecht, Venture Partner at USV and 2x exited founder of Fundera and GroupMe.  Fundera, Grew to a profitable $100M+ annual revenue business with 1M+ monthly visitors to the marketplace. It was acquired by Nerdwallet in 2020.  GroupMe, with over 100M+ people have used GroupMe, including 25M MAU and virtually every college student i...

In this episode, Molly O'Shea talks with Willem Sundblad, co-founder and CEO of Oden Technologies which has just announced a $28.5M Series B led by Nordstjernan Growth, a 130-year old Swedish investment institution. Their conversation covers the massive opportunity in optimizing factory operations and product quality on the ground level, the labor challenge plaguing the industry, why more tale...

In this episode, Molly O'Shea interviews Kyle Harrison, General Partner at Contrary and writer of the popular Investing 101 substack, discusses his career in venture capital and the focus of Contrary. Contrary is a VC fund that backs companies from seed to scale with an emphasis on talent and research. They aim to identify the smartest people early on and support them throughout their careers....

In this episode, Molly O'Shea interviews Morgan Housel, a New York Times bestselling author and partner at The Collaborative Fund. They discuss the role of luck and risk in success, the complexities of genius visionaries like Elon Musk, Steve Jobs, Jensen Huang and more outliers, and the VC mindset. Follow us on Twitter * @MollySOShea * @morganhousel Resources * Same as Ever: A Guide to What N...

In this podcast, Molly O'Shea interviews Chris Power, Founder & CEO of Hadrian, a vertically integrated deep tech manufacturing company. Hadrian recently raised a $117M Series B to support its mission of revitalizing American manufacturing. The company experienced strong customer demand, leading to an accelerated fundraise to meet the needs of large customers and expand its factory and ope...

In this episode, Molly O'Shea is joined by Nick Abouzeid, co-founder of Rivet, a newly launched corporate and personal tax preparation firm. Prior to starting Rivet, Nick was a growth leader at Ramp, Main Street and Product Hunt. Molly and Nick deep dive on how to really drive growth, the misconceptions around growth marketing, and the supposed 'secret sauces’ strategies. They also discuss...

In this podcast episode Molly O'Shea interviews Delian Asparouhov, Partner at Founders Fund and Co-Founder and President of Varda Space Industries, who dives into his experience building and investing in biotech, aerospace, and manufacturing. Asparouhov also discusses the evolution of his investment strategies, the difference between Khosla Ventures and Founders Fund, the evolution of El Segun...

In this episode, Molly O'Shea talks with David Weisburd, Co-founder and Co-Head of Venture Capital at 10X Capital. They discuss the strategies for achieving alpha in VC, the significance of LP-GP dynamics, VC’s track record on predicting trends versus fads, and delve into David’s AI thesis. Follow us on Twitter⁠ @MollySOShea ⁠⁠@DWeisburd Resources David's Podcast:  ⁠https://open.spotify.co...

In this podcast episode, Molly O'Shea interviews Alex Kolicich, founding partner at 8VC, about 8VC’s portfolio construction, the VC ecosystem, the rate of innovation with AI, and the opportunities ahead. The conversation also covers the importance of understanding the limitations to AI and areas where these technologies will likely have the most impact. Follow us on Twitter @MollySOShea @AlexK...

Summary In this podcast episode, Molly O'Shea interviews Xander Oltmann about his venture capital fund, Commodity Capital , and his investment thesis on complex, vertically integrated monopolies. They discuss the challenges and opportunities with declining software development costs, if SaaS is really dead, and where AI comes into play. Xander shares his insights on the competition with multi-...