POD
Sourcery
EPISODES 90LATEST OCT 19, 2026HOST AD NARRATOR, JIM LANZONE, MOLLY O'SHEA
Topics covered
OCT 19, 2026
Apollo’s Yahoo Playbook, 5 Years After the $5B Deal
AD NARRATOR, JIM LANZONE, MOLLY O'SHEA
OCT 16, 2026
Vercel CEO Guillermo Rauch on Building the Internet for Agents
AD NARRATOR, GUILLERMO RAUCH, MOLLY O'SHEA
OCT 14, 2026
Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine
AD NARRATOR, MOLLY O'SHEA, NWORAH AYOGU
OCT 12, 2026
Perplexity CEO: SMBs Could Drive the Next Economic Boom
AD NARRATOR, ARAVIND SRINIVAS, MOLLY O'SHEA
OCT 8, 2026
USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano
FRED WILSON, MIKE MIGNANO, MOLLY O'SHEA, REBECCA KADEN
OCT 5, 2026
John Collison, Stripe: AI Agents Will Rewire the Internet
JOHN COLLISON, MOLLY O'SHEA
OCT 2, 2026
Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO
JONATHAN SIDDHARTH, MOLLY O'SHEA
OCT 1, 2026
Inside Oak HC/FT's $1M to $100M Check Strategy
ANNIE LAMONT, MOLLY O'SHEA
SEP 30, 2026
IMEC Says Today’s AI Will Look Ancient in 10 Years
ADAM CHAMBERS, MOLLY O'SHEA, STEVEN LATRÉ
SEP 30, 2026
The $500B Opportunity in Europe’s Defense Buildout
BRUNO WEJCHERT, GEORGE HAJIMINAS, ISIS, MOLLY O'SHEA
SEP 29, 2026
How Deel Scaled From $100M to $1B+ ARR in 3 Years
MOLLY O'SHEA, SHUO WANG
SEP 29, 2026
The $3B Company Trying to Beat Amazon Prime
MOLLY O'SHEA, SEAN HENRY
SEP 28, 2026
How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands
JEN PROSEK, MOLLY O'SHEA
SEP 27, 2026
10 of The Wildest Hot Takes From the All-In Summit 2026
BRAD GERSTNER, GEOFF WOO, JAKE PAUL, JONATHAN NEIMAN, MOLLY O'SHEA, NAVEEN RAO, NICK SHIRLEY, TOBY RICE, WEN SANG
SEP 22, 2026
a16z Just Launched a School
GAGAN BIYANI, MOLLY O'SHEA
SEP 21, 2026
Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries
LIOR SUSAN, MOLLY O'SHEA
SEP 20, 2026
Brad Gerstner on the Largest Wealth Transfer to America’s Kids
BRAD GERSTNER, DAVID HARRIS, MOLLY O'SHEA
SEP 18, 2026
Bending Spoons Is Coming for Silicon Valley, with CEO Luca Ferrari
LUCA FERRARI, MOLLY O'SHEA
SEP 17, 2026
Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year
BRAD GERSTNER, MOLLY O'SHEA, ROB GOLDBERG
SEP 14, 2026
Inside Bending Spoons: Buying Airtable, AOL, Vimeo & Now Miro
FRANCESCO PATARNELLO, LUCA FERRARI, MATTEO DANIELI, MOLLY O'SHEA, VALENTINA JERUSALMI
SEP 10, 2026
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
DINO MAVROOKAS, DOUG LAMBERT, MOLLY O'SHEA, ROB LEHMAN, VIBHAV ALTEKAR
SEP 8, 2026
Dino Mavrookas: America Needs to Build Ships Again
DINO MAVROOKAS, MOLLY O'SHEA
SEP 7, 2026
Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas
DINO MAVROOKAS, MOLLY O'SHEA
SEP 3, 2026
BlackRock's Tony Kim on AI's Next Winners?
MOLLY O'SHEA, TONY KIM
AUG 31, 2026
Inside Bridgit Mendler’s New 185,000 sqft Northwood Space Factory
BRIDGIT MENDLER, MOLLY O'SHEA
AUG 28, 2026
Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 02
INTERVIEWER, MOLLY O'SHEA, PETER BECK
AUG 26, 2026
Rocket Lab HQ Tour with Sir Peter Beck | Factory Tour: Part I
MOLLY O'SHEA, PETER BECK
AUG 24, 2026
Inside Rocket Lab w/ CEO Sir Peter Beck: Record Earnings, Neutron, Flatelittes
MOLLY O'SHEA, PETER BECK, SIR PETER BECK
AUG 20, 2026
Ben Lamm CEO of $12B Colossal Biosciences & $3.8B Astromech
BEN LAMM, MOLLY O'SHEA
AUG 17, 2026
Nikesh Arora, CEO Palo Alto Networks ($PANW)
MOLLY O'SHEA, NIKESH ARORA
AUG 14, 2026
How AppLovin Built a $100B Ad Machine
ADAM FOROUGHI, GIOVANNI GE, MOLLY O'SHEA
AUG 12, 2026
Inside Neros’ Factory Built to Make 1 Million Drones a Year
MOLLY O'SHEA, SOREN MONROE-ANDERSON
AUG 11, 2026
Neros Raises $250M Series C at $2.5B to Build 1 Million Drones a Year
MOLLY O'SHEA, SOREN MONROE-ANDERSON
AUG 3, 2026
Base Power Hits $13B Valuation on $1B Series D
BASE POWER TEAM, JUSTIN LOPAS, MOLLY O'SHEA
JUL 31, 2026
AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week
DYLAN FOX, MOLLY O'SHEA
JUL 29, 2026
The Stock That Went Up 1000% | Lumentum CEO
MICHAEL HURLSTON, MOLLY O'SHEA
JUL 27, 2026
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition
DEVIN, MOLLY O'SHEA, SCOTT WU
JUL 24, 2026
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
MOLLY O'SHEA, TONY KIM
JUL 22, 2026
David Friedberg on the Economic Crisis Nobody Wants to Fix
DAVID FRIEDBERG, MOLLY O'SHEA
JUL 19, 2026
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
CHRIS MADDEN, HENRI DELAHAYE, MARK PAPERMASTER, MATAN GRINBERG, MAX COOK, MOLLY O'SHEA, PHILIP JOHNSTON, PIM DE WITTE, RAMIN HASANI, ROBIN ROMBACH, RODRIGO LIANG
JUL 19, 2026
Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
APOORV AGRAWAL, ARIEL COHEN, ARVIND JAIN, BARAK KAUFMAN, CJ DESAI, DYLAN PATEL, GIL FEIG, LAURA DIORIO, MARC BORODITSKY, MAX JUNESTRAND, MOLLY O'SHEA, NIKHIL BENESCH, QASAR YOUNIS
JUL 17, 2026
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"
MOLLY O'SHEA, RODRIGO LIANG
JUL 15, 2026
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck
JORDAN BLACK, KEN VENNER, MOLLY O'SHEA
JUL 13, 2026
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
ANDREW FELDMAN, MOLLY O'SHEA
JUL 10, 2026
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch
CYAN BANISTER, MOLLY O'SHEA
JUL 6, 2026
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel
ARUN MATHEW, MATT WEIGAND, MILES CLEMENTS, MOLLY O'SHEA
JUL 2, 2026
Dylan Field on the “Permanent Underclass of Zero Taste”
DYLAN FIELD, MOLLY O'SHEA
JUN 29, 2026
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..
EVERETT RANDLE, MOLLY O'SHEA
JUN 26, 2026
Brian Armstrong: “Capitalism Lifts Everyone Up”
BRIAN ARMSTRONG, MOLLY O'SHEA
JUN 23, 2026
Mark Pincus: How to Build Billion-Dollar Products
MARK PINCUS, MOLLY O'SHEA
JUN 20, 2026
What a $75 Million Airplane Actually Costs to Own
CAPTAIN RAZ MATUS, CAPTAIN ROZ MATUS, ISRAEL SLOTOWICZ, IZRAEL SLODOWITZ
JUN 18, 2026
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI
GABE PEREYRA, MOLLY O'SHEA, NIKO GRUPEN
JUN 16, 2026
Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month
MOLLY O'SHEA, WINSTON WEINBERG
JUN 15, 2026
TBPN, Jack Altman, a16z, Now It’s Lightspeed's Media Move
CLAIRE ZHAO, MOLLY O'SHEA
JUN 14, 2026
SpaceX IPO: Inside the Firm That Owns 1%
JUSTIN FISHNER-WOLFSON, MOLLY O'SHEA
JUN 11, 2026
Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"
BRIAN SINGERMAN, MOLLY O'SHEA
JUN 4, 2026
Inside Impulse Space's Factory with Founder Tom Mueller (Full Tour)
MOLLY O'SHEA, TOM MUELLER
JUN 2, 2026
Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo
ERIC ROMO, MOLLY O'SHEA
JUN 1, 2026
The Token-Maxxing Bill That Shocks Every CFO — & the Fix
GIL FEIG, MOLLY O'SHEA, SHENSI DING
MAY 28, 2026
Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses
JACKIE RESES, MOLLY O'SHEA
MAY 22, 2026
Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)
MICHEL DEL BUONO, MOLLY O'SHEA
MAY 19, 2026
Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley
MOLLY O'SHEA, TANAY TANDON
MAY 15, 2026
Exclusive Interview: Coatue CIO on AI's Biggest Winners
JAIMIN RANGWALLA, MOLLY O'SHEA
MAY 1, 2026
Figure’s Humanoid Factory Tour – CEO Brett Adcock
BRETT ADCOCK, MOLLY O'SHEA, MORITZ
APR 30, 2026
Brett Adcock, CEO of Figure
BRETT ADCOCK, MOLLY O'SHEA
APR 24, 2026
Skydio HQ Tour: Skydio Commits $3.5 Billion to Expand U.S. Manufacturing
ADAM BRY, MOLLY O'SHEA
APR 20, 2026
General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja
HEMANT TANEJA, MOLLY O'SHEA
APR 17, 2026
Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer
LEIF ABRAHAM, MOLLY O'SHEA, UNIDENTIFIED PRODUCER/INTERJECTION, UNIDENTIFIED VOICE
APR 15, 2026
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt
HANNAN HAPPI, MOLLY O'SHEA
APR 14, 2026
Max Levchin: The Interview
MAX LEVCHIN, MOLLY O'SHEA
APR 13, 2026
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
MAX LEVCHIN, MOLLY O'SHEA
APR 7, 2026
Inside the AI Garage Powering the Real World
MOLLY O'SHEA, PETER LUDWIG, QASAR YOUNIS
APR 6, 2026
Applied Intuition: The $15B Physical AI Company Out of Stealth
MOLLY O'SHEA, PETER LUDWIG, QASAR YOUNIS
APR 1, 2026
How Roblox Built a Digital Economy Beneath the Games
DAVID BASZUCKI, MOLLY O'SHEA, UNIDENTIFIED PRODUCER/INTERVIEWER VOICE
MAR 30, 2026
How VCX Put Anthropic & OpenAI Into Public Markets
BEN MILLER, MOLLY O'SHEA
MAR 27, 2026
Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office
MICHEL DEL BUONO, MOLLY O'SHEA, PRODUCER (UNIDENTIFIED)
MAR 20, 2026
How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization
MOLLY O'SHEA, REDDIT STAFF / INTERJECTION, SPONSOR / ANNOUNCER, STEVE HUFFMAN
MAR 17, 2026
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook
ALEX BOUAZIZ, MOLLY O'SHEA, SOURCERY (SHOW CREDIT)
MAR 13, 2026
Inside a16z’s Growth Bets on Waymo, ElevenLabs, Coinbase, Robinhood, Stripe, Revolut & Kalshi
ALEX IMMERMAN, MOLLY O'SHEA
DEC 15, 2025
Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
MOLLY O'SHEA, BRIAN SCHIMPF, TRAE STEPHENS, PALMER LUCKEY
DEC 6, 2025
Inside General Catalyst’s $1.5B AI Roll-Up Machine
UNKNOWN HOST FROM GENERAL CATALYST, UNKNOWN HOST, MARK BARGAVA
NOV 29, 2025
What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund
BRADLEY TUSK, MOLLY O'SHEA
NOV 24, 2025
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence
PHILIP (PARTNER AT THRIVE CAPITAL), MOLLY O'SHEA (HOST)
NOV 18, 2025
Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism
MOLLY O'SHEA, DAVID ULEVITCH
NOV 3, 2025
How Ryan Serhant Sold $20B in Real Estate with Media & AI
OCT 30, 2025
Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets
OCT 27, 2025
Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund
THE NEXT GENERATION OF OUTLIER FOUNDERS AT THE START OF THEIR JOURNEY., STORIES FROM OPENAI, DOORDASH, KALSHI, COMMURE, ZIPLINE, MORE., FOUNDERS FOUR ST, ARD DEVIATIONS ABOVE THE MEAN, WHY EFFICIENCY MATTERS MORE THAN CAPITAL, THE ROLE OF PIVOTS IN SCALING, HOW TO DISTINGUISH QUALITY REVENUE FROM EXPERIMENTAL REVENUE IN TODAY’S AI-DRIVEN MARKET., INTEGRATED EXPENSE MANAGEMENT, BANKING, BILL PAY, TRAVEL., CONFIDENCE.
OCT 23, 2025
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy
OCT 20, 2025
Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners
OCT 17, 2025
Elad Gil of Gil Capital, Gil & Co. & Enigma Global