Sourcery with Molly O'Shea

What Sourcery with Molly O'Shea Says About Technology

19 episodes about technology

Interviews with top investors & CEOs.

Key Insights on Technology

College graduates are booing AI mentions at commencement speeches, reflecting anxiety about job displacement from technology whose architects promise career destruction

  • Meta laid off 8,000 employees (10% of staff) while installing screen tracking software allegedly for AI training, creating 'new lows' in company morale
  • OpenAI's Sam Altman shifted messaging from doom to augmentation: 'way cooler to help software developers Pokemon evolve into superheroes than replace them'
  • Dr. Christina Maher combines software engineering, finance, and neuroscience backgrounds to develop brain-computer interfaces for enhanced human communication
  • "You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM?" - Anisha argues AI should target the other 90% of enterprise spend, not just the 8-12% on software
  • "Weird wins" - startups can thrive building products touching disagreement, persuasion, and sexuality that big tech committees explicitly avoid due to brand risk
  • Workday has 97% gross dollar retention but takes 6.5 minutes for a tech investor to find basic compensation information
  • HR software serves as a bellwether for AI adoption reaching mass enterprise takeoff beyond coastal tech hubs

Episodes

How AWS Sold Cloud to the CIA – Teresa Carlson GCI

How AWS Sold Cloud to the CIA – Teresa Carlson GCI

Inside Figure: The Race to Build Humanoid Robots That Actually Work

Inside Figure: The Race to Build Humanoid Robots That Actually Work

Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry

Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry

Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry

Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry

General Catalyst's First-Ever Quarterly Letter | CEO Hemant Taneja

General Catalyst's First-Ever Quarterly Letter | CEO Hemant Taneja

Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”

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

A Rare Look Inside Applied Intuition’s Physical AI Garage

Applied Intuition: The $15B Physical AI Company (You Should Know)

Applied Intuition: The $15B Physical AI Company (You Should Know)

The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX)

The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX)

How Reddit Built a $2.2B Business While Other Social Platforms Struggled

How Reddit Built a $2.2B Business While Other Social Platforms Struggled

Coatue on Navigating AI Volatility in Public Markets

Coatue on Navigating AI Volatility in Public Markets

Sequoia’s Alfred Lin: $10T Companies Are Coming

Sequoia’s Alfred Lin: $10T Companies Are Coming

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7

$155M in 10 Months: The Industrial Software Startup Powering Defense Tech

$155M in 10 Months: The Industrial Software Startup Powering Defense Tech

Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

How Elon Builds Trillion-Dollar Companies

How Elon Builds Trillion-Dollar Companies

$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund

$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

Elad Gil on the 2000 Dot-Com Crash & the Coming AI Shakeout

Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt

Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt

Books on technology

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