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Sourcery with Molly O'Shea
Interviews with top investors & CEOs.
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How AWS Sold Cloud to the CIA – Teresa Carlson GCI
Teresa Carlson, founding CEO of General Catalyst Institute and former AWS Worldwide Public Sector leader, joins host Molly Wood to discuss the transformation of government technology adoption. Carlson…
Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber
Dara Khosrowshahi, CEO of Uber, discusses the company's transformation and new product launches at Uber's GoGet 26 consumer showcase in New York. The conversation covers Uber's evolution from a ride-h…
Figure's First Full HQ Tour: From the Lab to the Factory Floor
Brett Adcock, CEO and founder of Figure, provides an exclusive tour of the company's robot campus in Sunnyvale, where they design, manufacture, and test humanoid robots. Figure employs over 500 people…
Inside Figure: The Race to Build Humanoid Robots That Actually Work
Brett Adcock is the founder and CEO of Figure, a humanoid robotics company valued at $2.6 billion that has raised nearly $2 billion in funding. Previously, he scaled software company Vettery, sold it,…
100 Years of Military History That Explain Everything About Anduril
Kyle Harrison, who leads research at Contrary Capital, joins to discuss his comprehensive 300-page analysis of Anduril Industries. Harrison spent several years researching 100 years of military histor…
Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry
This conversation features a comprehensive tour of an autonomous drone company's headquarters, showcasing their fully deployed public safety and infrastructure inspection technology. The host demonstr…
Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry
Adam Bry is the CEO and co-founder of Skydio, the leading US drone manufacturer operating at scale production from their Hayward, California factory. The company has built the largest autonomous drone…
General Catalyst's First-Ever Quarterly Letter | CEO Hemant Taneja
Hemant Taneja, CEO and Managing Director of General Catalyst, discusses the firm's evolution into a global company focused on AI transformation and resilience. General Catalyst operates as an ecosyste…
The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard
Vlad Tenev, co-CEO and co-founder of Public, joins the podcast from the New York Stock Exchange library. Public is a brokerage platform targeting serious investors with the tagline 'investing for thos…
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
Max Levchin, co-founder and CEO of Affirm, joins the conversation to discuss his journey from Ukrainian espresso culture to building one of America's largest fintech companies. Levchin, who previously…
A Rare Look Inside Applied Intuition’s Physical AI Garage
Qasar Younis, CEO and co-founder of Applied Intuition, and Peter Ludwig, co-founder, provide an exclusive tour of their company's garage facilities during their first-ever Physical AI Day. Applied Int…
Applied Intuition: The $15B Physical AI Company (You Should Know)
This conversation features Applied Intuition's co-founders discussing their decade-long journey building physical AI systems. The company has raised close to $1 billion from investors including Marc A…
How Roblox Turned Game Developers Into $1.3M+ Earners
David Baszucki, CEO and founder of Roblox, discusses the platform's massive scale and vision for the future of digital communication. Roblox has grown to 150 million daily active users generating 35 b…
The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX)
Ben Miller, founder and CEO of Fundrise, discusses the launch of VCX - the first publicly traded venture capital fund that democratizes access to private tech companies. Miller has 20+ years of experi…
Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office
Michelle is the Chief Investment Officer of A16Z Perennial, a multi-family office serving the principals of Andreessen Horowitz including Marc Andreessen and Ben Horowitz, along with numerous founders…
How Reddit Built a $2.2B Business While Other Social Platforms Struggled
Steve Huffman, CEO and co-founder of Reddit, discusses the platform's successful IPO journey and current business performance at Reddit's San Francisco headquarters. The conversation covers Reddit's t…
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook
Alex Bouaziz, CEO and co-founder of Deal, joins from an undisclosed location in London to discuss the company's remarkable growth trajectory. Deal has scaled from $800M to over $1.4B in annual recurri…
Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, ElevenLabs, Kalshi
Alex Emerman, partner at Andreessen Horowitz's growth fund, manages a portfolio of breakthrough companies including Waymo, Kalshi, Robinhood, Stripe, Revolut, and 11 Labs. His team focuses on backing …
Coatue on Navigating AI Volatility in Public Markets
Thomas Laffont, partner at Coatue Management, discusses AI market dynamics and investment strategy at the Upfront Summit. Coatue manages around $70 billion total, with $30 billion on the private side,…
Sequoia’s Alfred Lin: $10T Companies Are Coming
Alfred Lin, co-steward and partner at Sequoia Capital, discusses the current AI paradigm shift and its impact on software companies. Lin brings 15 years of experience at Sequoia, having previously dro…
Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7
Thomas Lefant, partner at COTU managing $70 billion ($30 billion private side), discusses leading Anthropic's recent funding round and the firm's crossover investment strategy. COTU was founded in Dec…
$155M in 10 Months: The Industrial Software Startup Powering Defense Tech
Cameron Wiese, CEO and co-founder of Nominal, and Trey Lockerbie, Partner at Founders Fund and co-founder of Anduril, discuss Nominal's $80 million Series C funding round led by Founders Fund. Cameron…
$1.9B AUM. 200+ Investments. 54 Exits. Inside M13
Courtney and Carter Reum are the co-founders of M13, a venture capital firm with $1.9 billion in assets under management and 54 exits. The firm operates offices in LA, New York, and San Francisco, wit…
Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian
Kaz Nejatian, CEO of Opendoor, discusses his six-month turnaround of the real estate technology company from near-delisting at 50 cents per share. Previously at Shopify, Kaz joined Opendoor after beco…
Sam Altman’s Answer to Bots
Alex Blania, CEO and co-founder of World (formerly Worldcoin), joins to discuss the company's $250 million funding round led directly by OpenAI and the launch of Merge Labs, a brain-computer interface…
How Elon Builds Trillion-Dollar Companies
Shawn Maguire, a major SpaceX investor and partner at Sequoia Capital, joins hosts Molly O'Shea and another co-host on the Sorcery podcast. Maguire has invested $1.2 billion cumulatively in SpaceX sin…
Zipline: The World’s Largest Drone Company You’ve Never Heard Of Just Raised $600M+
Keller Rinaudo, CEO and co-founder of Zipline, discusses the company's massive $625 million funding round and rapid expansion of autonomous drone delivery services. Zipline operates the world's larges…
CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)
Vlad Tenev, CEO and co-founder of Robinhood, discusses the company's transformation from a three-product business to an 11-business-line financial platform generating over $100 million annually per se…
Inside the Minds of the Greatest Founders | David Senra
The episode features David Senra, creator of the Founders podcast (407+ episodes over nearly 10 years) and the new show David Senra by David Senra, produced by Sycom Media. Host Molly O'Shea explores …
$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund
David Ulevitch, General Partner at Andreessen Horowitz leading the American Dynamism practice, discusses the firm's investments in defense, energy, manufacturing, and public safety companies. Ulevitch…
How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund
David Yulovich, partner at Andreessen Horowitz and co-founder of the American Dynamism practice, joins Molly to discuss the intersection of venture capital, national security, and emerging technologie…
Elad Gil on the 2000 Dot-Com Crash & the Coming AI Shakeout
Elad Gil, a prominent Silicon Valley investor and former executive at Google, Twitter, and Color Genomics, joins the podcast to discuss his multifaceted career spanning technology, investing, and cult…
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt
Pete Shadbolt, CEO and co-founder of PsiQuantum, discusses the company's recent funding milestone bringing total private capital to nearly $2 billion. PsiQuantum is building large-scale quantum comput…
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