podbrain 
What Sourcery with Molly O'Shea Says About Military & Strategy
20 episodes about military & strategy
Interviews with top investors & CEOs.
Key Insights on Military & Strategy
G7 summit agenda restructured to focus primarily on Middle East war consequences, compressing other topics into hours
- Anthropic lost Pentagon contract to OpenAI after refusing military applications, highlighting AI companies' limited value capture
- Congress appropriated $28.8 billion less than Pentagon's munitions request for FY26, creating severe funding shortfall before Iran war began
- Augustine's just war theory permits defensive violence to protect the weak and enact justice, distinguishing righteous warfare from aggression
- The 'learning budget' strategy involves dedicating 1-10% of monthly income to skill acquisition and business experiments
- "Come for the tool, stay for the network" - YouTube subsidized hosting costs to build network effects, a strategy blockchains can replicate through tokens
- The draft reveals a year with 7-10 elite titles but weaker middle-tier options, making category strategy crucial
- Rocket's acquisition strategy creates counterbalanced business: servicing profits rise when rates rise, origination profits when rates fall
Episodes
Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber
Figure's First Full HQ Tour: From the Lab to the Factory Floor
Inside Figure: The Race to Build Humanoid Robots That Actually Work
100 Years of Military History That Explain Everything About Anduril
Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry
General Catalyst's First-Ever Quarterly Letter | CEO Hemant Taneja
The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
A Rare Look Inside Applied Intuition’s Physical AI Garage
Applied Intuition: The $15B Physical AI Company (You Should Know)
How Reddit Built a $2.2B Business While Other Social Platforms Struggled
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook
Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, ElevenLabs, Kalshi
Coatue on Navigating AI Volatility in Public Markets
Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7
$1.9B AUM. 200+ Investments. 54 Exits. Inside M13
Sam Altman’s Answer to Bots
Zipline: The World’s Largest Drone Company You’ve Never Heard Of Just Raised $600M+
$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund
Elad Gil on the 2000 Dot-Com Crash & the Coming AI Shakeout
Books on military & strategy
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