Molly O'Shea
Podcast participant on the Sourcery episode covering the Skydio HQ Tour alongside CEO Adam Bry.
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“I just had a conversation with Bending Spoons, which is the opposite of a PE playbook.”
Source→“I sat down with Harvey Co-Founder & CEO Winston Weinberg, Co-Founder & President Gabe Pereyra, & Head of Applied Research Niko Grupen at the company's San Francisco HQ”
“I spoke with Nikesh Arora and cyber threats are proliferating.”
Source→“We were just in Italy with Bending Spoons and they were calling it a walkie talkie.”
Source→“they're all about the identity and access management of these AI agents... that's also like a very interesting parameter that's kind of under talked about.”
Source→“Jonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery”
“They have this AI agent every single person at Bending Spoons has. It's called Alt Spooner... They own that. They don't outsource it to a third party.”
Source→“their CEO Molly recently interviewed at the Raise AI Summit as part of the 'data coming back' theme.”
Source→“No matter We're at any dinner She tries to sell Whoever we're sitting At the table And she'll follow up With it at the end”
Source→“O'Shea shares her own experience of podcast guests generating $50 million contracts and multi-million-dollar funding rounds from appearances.”
Source→“O'Shea moderated a panel with co-founders at the Citadel Securities Conference.”
Source→“This week I went in for a 60min visit at Neko, I walk through from start to finish the full experience, & of course give a glimpse of where those famous yellow robe shots happen..”
“Participants: Molly O'Shea”
“David Friedberg — Referenced by Molly O'Shea as a recent podcast guest who discussed how the US tax system inverts optimal incentives.”
Source→“I remember I said this would create an absolute bloodbath in San Francisco”
Source→“I'm going to be interviewing Jim Lanzone of Yahoo I think in a week or so”
Source→“Participants: Molly O'Shea”
“"Washington Harbor. They're a huge name, by the way. Like, they're over a lot of these companies down here in El Segundo."”
Source→“"In the last era, it was search engine optimization. In this era, it's AI optimization. And so these products are now the distribution mechanism for all the downstream products and services that you can use."”
Source→“Once I went full-time on it and I saw the ROI, I was like, holy shit. This is insane. Like, it went boop. And then all of a sudden I'm getting Alfred Lynn and Alex Karp and Anduril and all these people.”
Source→“It wasn't until I got my Brex sponsorship that I was like, oh, my God. Like, this is a real thing.”
Source→“All of a sudden I'm getting Alfred Lynn and Alex Karp and Anduril and all these people.”
Source→“Back at Founders Fund we did the deal in 2008. That was sort of the beginning. Because at that point Elon had mostly funded it himself and we were really the first outside institutional capital.”
Source→“I think I was standing next to Gwynne or something and she — I was like, oh, you know what, so how are you guys gonna fix this? And she was just like, I think we should add a delay between the stage separation.”
Source→“137 Ventures was built on a single structural insight in 2011: that the Jobs Act removing the 500-shareholder rule would eliminate the primary forcing mechanism pushing companies to go public.”
Source→“Participants: Molly O'Shea”
“Participants: Molly O'Shea”
“You are the CIO of A16Z Perennial. I like to call this Mark and Ben's multifamily office — it is the wealth management fund of A16Z.”
Source→“This is insane. If I want to move data from one place in Salesforce to another place in Salesforce, I can do it with my eyes closed. If I want to do that in Epic, I got to go sacrifice my firstborn child to Judy. And so data liquidity is like a very real problem in healthcare. And I think the admin is tackling it head on. They're funding the Department of Justice to come after folks that are engaging in information blocking or violating the Cures Act.”
Source→“I was at the Stanford AI lab. I thought I would be a hacker my whole life. I thought I would get a PhD. I thought I would go work at a research lab.”
Source→“In health systems like HCA, we've been able to add a couple hours to every physician's day. And this is a company that generates north of $100 billion in top-line revenue. So if you can add even a couple percentage points of juice to that, that is billions of dollars of operating cash flow.”
Source→“CVF is built to address that need very, very particularly, which is instead of risking against balance sheet, it's risk against forward-looking customer cohorts and performance. So if you're confident that your SaaS cohorts will perform and revenue will show up, you can essentially forward pull that revenue to fund expansion faster and faster.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.