# Sourcery: the investor podcast, by episode

> Sourcery: Investors and founders on the deals and companies they are close to. 213 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/sourcery (Millionrounds; every figure on the page links to its filing or article)

Investors · new episode 24 Oct 2026

# Sourcery

Hosted by **Molly O'Shea**

Investors and founders on the deals and companies they are close to.

Follow on Apple PodcastsBrowse the episodes

**213** episodes

**63** investors heard as guests

**50 min** an average episode

122 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on Sourcery.

[AL *3* **Alfred Lin** Sequoia Capital](https://millionrounds.com/person/alfred-lin)[PB *3* **Peter Beck** 3 episodes](https://millionrounds.com/person/peter-beck)[TS *3* **Trae Stephens** Founders Fund](https://millionrounds.com/person/trae-stephens)[AK *2* **Alex Kolicich** 8VC](https://millionrounds.com/person/alex-kolicich)[BG *2* **Brad Gerstner** Altimeter](https://millionrounds.com/person/brad-gerstner)[BA *2* **Brett Adcock** Silicon Valley Investclub](https://millionrounds.com/person/brett-adcock)[BS *2* **Brian Schimpf** Silicon Valley Investclub](https://millionrounds.com/person/brian-schimpf)[CB *2* **Cyan Banister** Long Journey Ventures](https://millionrounds.com/person/cyan-banister)[DA *2* **Delian Asparouhov** Founders Fund](https://millionrounds.com/person/delian-asparouhov)[MG *2* **Matt Grimm** Silicon Valley Investclub](https://millionrounds.com/person/matt-grimm)[TK *2* **Tony Kim** NAVER Ventures](https://millionrounds.com/person/tony-kim)[AB *1* **Adam Bry** 1 episode](https://millionrounds.com/person/adam-bry)

## Every episode 213 · page 1 of 8

- 213 **Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x** 24 Oct 2026 · 60 min 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,… ▶Show page
- 212 **Apollo’s Yahoo Playbook, 5 Years After the $5B Deal** 19 Oct 2026 · 56 min [Apollo](https://millionrounds.com/fund/apollo-global-management)[Jim Lanzone](https://millionrounds.com/fund/jim-lanzone) 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… ▶Show page
- 211 **Vercel CEO Guillermo Rauch on Building the Internet for Agents** 16 Oct 2026 · 1h 29m [Guillermo Rauch](https://millionrounds.com/fund/guillermo-rauch) 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… ▶Show page
- 210 **Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine** 14 Oct 2026 · 1h 10m [Demis Hassabis](https://millionrounds.com/fund/demis-hassabis) 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… ▶Show page
- 209 **Perplexity CEO: SMBs Could Drive the Next Economic Boom** 12 Oct 2026 · 55 min [Accel](https://millionrounds.com/fund/accel)[Aravind Srinivas](https://millionrounds.com/fund/aravind-srinivas)[Elad Gil](https://millionrounds.com/fund/elad-gil) 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… ▶Show page
- 208 **USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano** 8 Oct 2026 · 1h 25m [Rebecca Kaden](https://millionrounds.com/person/rebecca-kaden-2)[Fred Wilson](https://millionrounds.com/fund/fred-wilson)[Brad Burnham](https://millionrounds.com/person/brad-burnham)[Michael Mignano](https://millionrounds.com/person/michael-mignano-2) 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… ▶Show page
- 207 **John Collison, Stripe: AI Agents Will Rewire the Internet** 5 Oct 2026 · 28 min [John Collison](https://millionrounds.com/fund/john-collison) 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… ▶Show page
- 206 **Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO** 2 Oct 2026 · 59 min 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… ▶Show page
- 205 **Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor** 1 Oct 2026 · 1h 2m [Annie Lamont](https://millionrounds.com/person/annie-lamont)[Andrew Adams](https://millionrounds.com/person/andrew-adams)[Todd Park](https://millionrounds.com/person/todd-park) 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… ▶Show page
- 204 **IMEC Says Today’s AI Will Look Ancient in 10 Years** 30 Sept 2026 · 14 min 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… ▶Show page
- 203 **The $500B Opportunity in Europe’s Defense Buildout** 30 Sept 2026 · 22 min 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… ▶Show page
- 202 **The $10T AI Buildout Has a Photonics Problem** 30 Sept 2026 · 33 min 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… ▶Show page
- 201 **The $3B Company Trying to Beat Amazon Prime** 29 Sept 2026 · 15 min [Sean Henry](https://millionrounds.com/person/sean-henry) 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… ▶Show page
- 200 **How Deel Scaled From $100M to $1B+ ARR in 3 Years** 29 Sept 2026 · 13 min [Alex Bouaziz](https://millionrounds.com/fund/alex-bouaziz)[Jeff Bezos](https://millionrounds.com/fund/jeff-bezos) 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… ▶Show page
- 199 **How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands** 28 Sept 2026 · 1h 5m [Apollo](https://millionrounds.com/fund/apollo-global-management) 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… ▶Show page
- 198 **10 of The Wildest Hot Takes From the All-In Summit 2026** 27 Sept 2026 · 47 min [Altimeter](https://millionrounds.com/fund/altimeter-capital)[Chamath Palihapitiya](https://millionrounds.com/fund/chamath-palihapitiya)[David Friedberg](https://millionrounds.com/fund/david-friedberg) 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,… ▶Show page
- 197 **a16z Just Launched a School** 22 Sept 2026 · 1h 19m [Shyam Sankar](https://millionrounds.com/fund/shyam-sankar)[Tony Xu](https://millionrounds.com/fund/tony-xu)[Fidji Simo](https://millionrounds.com/person/fidji-simo) 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,… ▶Show page
- 196 **Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries** 21 Sept 2026 · 48 min [Lior Susan](https://millionrounds.com/person/lior-susan-3)[Pierre Lamond](https://millionrounds.com/fund/pierre-lamond)[Sequoia Capital](https://millionrounds.com/fund/sequoia-capital)[Gordon Moore](https://millionrounds.com/person/gordon-moore) 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… ▶Show page
- 195 **Brad Gerstner on the Largest Wealth Transfer to America’s Kids** 20 Sept 2026 · 13 min [Brad Gerstner](https://millionrounds.com/person/brad-gerstner)[Michael Dell](https://millionrounds.com/fund/michael-dell) 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: ›… ▶Show page
- 194 **Bending Spoons is Eating Silicon Valley | CEO Luca Ferrari** 18 Sept 2026 · 1h 15m [Luca Ferrari](https://millionrounds.com/person/luca-ferrari) 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,… ▶Show page
- 193 **Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year** 17 Sept 2026 · 24 min [Brad Gerstner](https://millionrounds.com/person/brad-gerstner)[Dave Goldberg](https://millionrounds.com/fund/dave-goldberg)[Sheryl Sandberg](https://millionrounds.com/fund/sheryl-sandberg)[Adam Grant](https://millionrounds.com/person/adam-grant) 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.… ▶Show page
- 192 **Inside Bending Spoons: Buying Airtable, AOL, Vimeo & Eventbrite** 14 Sept 2026 · 1h 18m [Luca Ferrari](https://millionrounds.com/person/luca-ferrari)[Matteo Danieli](https://millionrounds.com/person/matteo-danieli) 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,… ▶Show page
- 191 **Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III** 10 Sept 2026 · 60 min [Vista Equity Partners](https://millionrounds.com/fund/vista-equity-partners) 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,… ▶Show page
- 190 **Dino Mavrookas: America Needs to Build Ships Again** 8 Sept 2026 · 30 min 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… ▶Show page
- 189 **Inside Saronic’s $9.25B Autonomous Boat Factory | CEO Dino Mavrookas** 7 Sept 2026 · 33 min 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… ▶Show page
- 188 **BlackRock's Tony Kim on AI's Next Winners?** 3 Sept 2026 · 1h 9m [Tony Kim](https://millionrounds.com/person/tony-kim)[BlackRock](https://millionrounds.com/fund/blackrock) 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… ▶Show page
- 187 **Inside Bridgit Mendler’s New 185,000 sqft Northwood Space Factory** 31 Aug 2026 · 46 min [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz)[Founders Fund](https://millionrounds.com/fund/founders-fund) 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… ▶Show page
- 186 **Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 02** 28 Aug 2026 · 28 min [Peter Beck](https://millionrounds.com/person/peter-beck) 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… ▶Show page
- 185 **Rocket Lab HQ Tour with Sir Peter Beck | Factory Tour: Part I** 26 Aug 2026 · 25 min [Peter Beck](https://millionrounds.com/person/peter-beck)[New Zealand](https://millionrounds.com/person/new-zealand-link-business-franchising) 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… ▶Show page
- 184 **Inside Rocket Lab w/ CEO Sir Peter Beck: Record Earnings, Neutron, Flatelittes** 24 Aug 2026 · 39 min [Peter Beck](https://millionrounds.com/person/peter-beck) 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+… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[**Founders Fund** *17*](https://millionrounds.com/fund/founders-fund)[**Google** *11*](https://millionrounds.com/fund/google-assistant-investments)[**Sequoia Capital** *10*](https://millionrounds.com/fund/sequoia-capital)[**Andreessen Horowitz** *9*](https://millionrounds.com/fund/andreessen-horowitz)[**Elon Musk** *9*](https://millionrounds.com/fund/elon-musk)[**Altimeter** *7*](https://millionrounds.com/fund/altimeter-capital)[**Coatue** *7*](https://millionrounds.com/fund/coatue-management)[**Elad Gil** *7*](https://millionrounds.com/fund/elad-gil)[J **Jeff Bezos** *7*](https://millionrounds.com/fund/jeff-bezos)[P **Palmer Luckey** *7*](https://millionrounds.com/fund/palmer-luckey)[P **Peter Thiel** *7*](https://millionrounds.com/fund/peter-thiel)[M **Marc Andreessen** *6*](https://millionrounds.com/fund/marc-andreessen)

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