Investors · new episode 24 Oct 2026
Sourcery
Hosted by Molly O'Shea
Investors and founders on the deals and companies they are close to.
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Investors named as guests in the most episode titles on Sourcery.
Every episode 213 · page 1 of 8
- 213Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x24 Oct 2026 · 60 min▶Show page
About this episode
Former Twitter CEO & CTO Parag Agrawal predicts AI agents could drive another 5,000–10,000x increase in web usage, fundamentally transforming how the internet operates and makes money. Now Founder & CEO of $2 Billion Parallel Web Systems, Parag is building the search infrastructure for an internet where AI agents,…
- 212Apollo’s Yahoo Playbook, 5 Years After the $5B Deal19 Oct 2026 · 56 minApolloJim Lanzone▶Show page
About this episode
Apollo bought Yahoo and AOL from Verizon in 2021 for about $5B. 5 years later, Yahoo has returned Apollo’s capital in one of the fastest returning deals in the firm’s history. Jim Lanzone has been CEO of Yahoo since September 2021. Yahoo ranks among the top 5 internet companies in the US, reaching roughly 90% of the…
- 211Vercel CEO Guillermo Rauch on Building the Internet for Agents16 Oct 2026 · 1h 29mGuillermo Rauch▶Show page
About this episode
Guillermo Rauch, Founder and CEO of Vercel, joins Sourcery from the company's San Francisco headquarters to discuss how AI agents are transforming software development, infrastructure, and the economics of SaaS. Vercel has reportedly reached $600M in annualized revenue, growing 148% YoY, with more than 485,000 paying…
- 210Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine14 Oct 2026 · 1h 10mDemis Hassabis▶Show page
About this episode
Dr. Nworah Ayogu, MD, MBA, Partner at Thrive Capital, joins Sourcery to discuss how AI is transforming drug discovery, medicine, and the economics of healthcare. A Harvard-trained physician, founding team member of Cityblock Health, former General Manager of Amazon Clinic and first Chief Medical Officer of Amazon…
- 209Perplexity CEO: SMBs Could Drive the Next Economic Boom12 Oct 2026 · 55 minAccelAravind SrinivasElad Gil▶Show page
About this episode
Perplexity Founder & CEO Aravind Srinivas believes the next wave of American economic growth could come from smaller, AI-native businesses, not just the largest technology companies. Perplexity, valued at ~$20B with more than $2B in reported funding and backing from NVIDIA, SoftBank, IVP, NEA, Accel, Jeff Bezos, and…
- 208USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano8 Oct 2026 · 1h 25mRebecca KadenFred WilsonBrad BurnhamMichael Mignano▶Show page
About this episode
USV spent 20 years keeping its funds small on purpose. Its new $900M raise is the largest fund cycle in the firm’s history. I sat down with USV General Partners Fred Wilson, Rebecca Kaden and Michael Mignano at the firm’s New York office to unpack why one of venture capital’s most disciplined early-stage firms is…
- 207John Collison, Stripe: AI Agents Will Rewire the Internet5 Oct 2026 · 28 minJohn Collison▶Show page
About this episode
John Collison, Co-Founder of Stripe, on how AI agents are changing commerce, payments and the internet itself. I sat down with John at Browserbase Navigate to talk agentic commerce, computer use, cybersecurity and why Stripe considers 2026 the beginning of the “singularity epoch.” We get into why computer use could…
- 206Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO2 Oct 2026 · 59 min▶Show page
About this episode
Jonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery to break down how AI training & deployment are changing in 2026. We cover the shift from training models to pass benchmarks to training agents for real work through RL environments, and why AI agents that can operate for days today could eventually work…
- 205Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor1 Oct 2026 · 1h 2mAnnie LamontAndrew AdamsTodd Park▶Show page
About this episode
Annie Lamont is Co-Founder and Managing Partner of Oak HC/FT, the healthcare and fintech investment firm she built with Andrew Adams. Across 40+ years she has managed $14B, backed 70+ successful exits and 15 IPOs, and been named the top healthcare investor on the Forbes Midas List multiple times. Her portfolio…
- 204IMEC Says Today’s AI Will Look Ancient in 10 Years30 Sept 2026 · 14 min▶Show page
About this episode
AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the same time, the semiconductor industry is approaching the physical limits of simply making transistors smaller. I sat…
- 203The $500B Opportunity in Europe’s Defense Buildout30 Sept 2026 · 22 min▶Show page
About this episode
Europe is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems. After decades of underinvestment, Europe's defense industry needs to dramatically increase its ability to manufacture at scale. Component lead times can stretch into years, certain…
- 202The $10T AI Buildout Has a Photonics Problem30 Sept 2026 · 33 min▶Show page
About this episode
AI's next infrastructure bottleneck? It's everything connecting them. As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper interconnects are running out of steam, pushing the industry toward optical interconnects and silicon photonics. I sat down with Thema's Herwig…
- 201The $3B Company Trying to Beat Amazon Prime29 Sept 2026 · 15 minSean Henry▶Show page
About this episode
Stord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years. The goal: level the playing field with Amazon Prime for the other two-thirds of commerce on the internet. I sat down with Stord Founder & CEO Sean Henry in Cap Ferrat to talk about the company's…
- 200How Deel Scaled From $100M to $1B+ ARR in 3 Years29 Sept 2026 · 13 minAlex BouazizJeff Bezos▶Show page
About this episode
Deel went from $1M to $100M in ARR in under 20 months, then from $100M to $1B in just 3 years. Today, the company has surpassed $1.5B in revenue and is valued at $17.3B. I sat down with Shuo Wang, Co-Founder & CRO of Deel, to break down the sales and operating machine behind one of the fastest-growing companies in…
- 199How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands28 Sept 2026 · 1h 5mApollo▶Show page
About this episode
Jen Prosek has spent more than two decades helping build and protect the reputations of some of the biggest names in finance. She is the Founder & Managing Partner of Prosek Partners, which works across private markets, asset management, venture capital, banking and technology, representing clients with roughly $70…
- 19810 of The Wildest Hot Takes From the All-In Summit 202627 Sept 2026 · 47 minAltimeterChamath PalihapitiyaDavid Friedberg▶Show page
About this episode
The All-In Summit returned to Los Angeles this year with one of its biggest lineups yet: Elon Musk, Jensen Huang, Satya Nadella, Gwynne Shotwell, Jared Isaacman, Brad Gerstner, Bill Gurley, Dina Powell McCormick, Jake Paul, Nick Shirley, Blake Scholl, Martin Shkreli and more, alongside hosts Chamath Palihapitiya,…
- 197a16z Just Launched a School22 Sept 2026 · 1h 19mShyam SankarTony XuFidji Simo▶Show page
About this episode
Gagan Biyani, Founder & CEO of Horowitz Andreessen Academy (fmr Co-Founder of Udemy and Maven), joins Sourcery from a16z’s San Francisco office to unveil a new kind of school built for the AI era. Backed with $42M from a16z and investors including Adam D’Angelo, Tobi Lütke, Tony Xu, Fidji Simo and Shyam Sankar,…
- 196Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries21 Sept 2026 · 48 minLior SusanPierre LamondSequoia CapitalGordon Moore▶Show page
About this episode
Eclipse spent 8 years investing in manufacturing, space, semiconductors, defense & mining while the rest of Silicon Valley funded SaaS. Lior Susan says the math was never close. Lior Susan is the Founder & CEO of Eclipse, the Palo Alto firm he started in 2015 with a $125M debut fund alongside Pierre Lamond, who was…
- 195Brad Gerstner on the Largest Wealth Transfer to America’s Kids20 Sept 2026 · 13 minBrad GerstnerMichael Dell▶Show page
About this episode
Brad Gerstner, Founder of Invest America, on scaling Trump Accounts with Michael Dell: “We forecast that within the next 10 years, we will have $4 trillion in Trump Accounts.” “This is $4 trillion of wealth transfer to kids who would've otherwise had zero, who feel like they're totally out of the game.” Stats: ›…
- 194Bending Spoons is Eating Silicon Valley | CEO Luca Ferrari18 Sept 2026 · 1h 15mLuca Ferrari▶Show page
About this episode
Luca Ferrari, Co-Founder & CEO of Bending Spoons, sits down with Molly O’Shea at the company’s Milan headquarters for Part II of our Bending Spoons series, going deeper into the technology, culture and operating philosophy behind the company. Luca takes us inside Bending Spoons’ centralized technology platform,…
- 193Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year17 Sept 2026 · 24 minBrad GerstnerDave GoldbergSheryl SandbergAdam Grant▶Show page
About this episode
Brad Gerstner & Jason Chang are trying to turn the $100 CAC heart scan into the “mammogram for the heart.”At the All-In Summit, Brad and Jason brought his mobile coronary artery calcium CT scanner to screen attendees & make the case for preventing heart attacks at scale.Heart disease kills ~800,000 Americans annually.…
- 192Inside Bending Spoons: Buying Airtable, AOL, Vimeo & Eventbrite14 Sept 2026 · 1h 18mLuca FerrariMatteo Danieli▶Show page
About this episode
Bending Spoons buys companies and never sells them. Since listing in July it has spent roughly $2.6B, and the pipeline has never been fuller. Bending Spoons (NASDAQ BSP) is a Milan-based technology company that acquires digital businesses, rebuilds them on its own platform, and holds them permanently. It owns AOL,…
- 191Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III10 Sept 2026 · 60 minVista Equity Partners▶Show page
About this episode
Dino Mavrookas, Rob Lehman, Doug Lambert, and Vibhav Altekar are the 4 Co-Founders of Saronic, the autonomous maritime company that has gone from founding in 2022 to raising ~$2.6B at a $9.25B valuation in just 4 years. The founding team brings together deep experience across defense, maritime autonomy, engineering,…
- 190Dino Mavrookas: America Needs to Build Ships Again8 Sept 2026 · 30 min▶Show page
About this episode
Dino Mavrookas, Co-Founder & CEO of Saronic, is building one of the fastest-growing defense companies in America. Saronic is now valued at over $9B, has raised $2.6B, and is making a multi-billion-dollar bet on rebuilding America’s maritime industrial base. In Part II of our three-part series inside Saronic, Dino…
- 189Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas7 Sept 2026 · 33 min▶Show page
About this episode
Saronic Co-Founder & CEO Dino Mavrookas takes us on a tour of the company’s 420,000 sqft autonomous boat factory in Austin, Texas. This is Part I of a 3-Part Saronic dive. Sit-downs with all 4 co-founders to follow. Founded in 2022, Saronic has raised $2.6B at a last valuation of $9.25B. We walk the Corsair…
- 188BlackRock's Tony Kim on AI's Next Winners?3 Sept 2026 · 1h 9mTony KimBlackRock▶Show page
About this episode
Tony Kim is Managing Director and Head of the Global Technology Team within Fundamental Equities at BlackRock. Recorded at the RAISE Summit in Paris, where Tony spoke on 4 panels, next-gen accelerators with d-Matrix, quantum computing with PsiQuantum, optics in data center design with Lumentum, and XPU and AI chip…
- 187Inside Bridgit Mendler’s New 185,000 sqft Northwood Space Factory31 Aug 2026 · 46 minAndreessen HorowitzFounders Fund▶Show page
About this episode
Bridgit Mendler, Co-founder & CEO of Northwood Space, gives Sourcery a first look inside the company’s new 185,000 sqft headquarters and factory in Torrance, California . Northwood has raised over $136M since 2022, including a $100M Series B in January 2026 led by Washington Harbour Partners and co-led by Andreessen…
- 186Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 0228 Aug 2026 · 28 minPeter Beck▶Show page
About this episode
Tour 02: We’re back inside Rocket Lab with Founder & CEO Sir Peter Beck, this time for a behind-the-scenes tour of the company’s Engine Development Center and the technology powering Electron and its next-generation Neutron rocket. Peter walks us through Rocket Lab’s additive manufacturing operation, where the vast…
- 185Rocket Lab HQ Tour with Sir Peter Beck | Factory Tour: Part I26 Aug 2026 · 25 minPeter BeckNew Zealand▶Show page
About this episode
Factory Tour 1 of 2: We went inside Rocket Lab with Founder & CEO Sir Peter Beck for a behind-the-scenes look at how one of the world’s leading space companies actually builds. In the first part of our Rocket Lab factory tour, Peter takes us through the company’s Long Beach headquarters, mission control, satellite…
- 184Inside Rocket Lab w/ CEO Sir Peter Beck: Record Earnings, Neutron, Flatelittes24 Aug 2026 · 39 minPeter Beck▶Show page
About this episode
Sir Peter Beck founded Rocket Lab 20 years ago. Today, the company is scaling far beyond launching rockets. Rocket Lab (NASDAQ: RKLB) just posted a record Q2 2026: • $234M revenue, +62% YoY • $2.36B record backlog, +137% YoY • $437M+ in new launch contracts • $581M+ in new Space Systems contracts • 90+…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
