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Sourcery
Sourcery with Molly O'Shea
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Sourcery
Sourcery with Molly O'Shea
Interviews with the top Investors, CEOs, & Founders
Sourcery
Sourcery with Molly O'Shea
Interviews with the top Investors, CEOs, & Founders
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Updated at Jul 31, 2026
1 DAYS AGO
AI Ready
AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week
Dylan Fox is the founder and CEO of AssemblyAI, the voice AI infrastructure platform behind AI notetakers, medical scribes, drive through ordering, contact centers and humanoid robots. AssemblyAI went through Y Combinator's first AI batch in 2017 and now s...
46m
3 DAYS AGO
The Stock That Went Up 1000% | Lumentum CEO
Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them. Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking and laser technologies powering AI data centers. Before ...
23m
5 DAYS AGO
AI Ready
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition
Scott Wu, CEO & Co-Founder of Cognition, joins Sourcery in Paris amid the RAISE AI Summit. Cognition is the applied AI lab behind Devin, the autonomous AI software engineer, and Devin Desktop, formerly Windsurf. The company has raised more than $2.5 billio...
43m
Jul 24
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
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, opti...
1h 8m
Jul 22
David Friedberg on the Economic Crisis Nobody Wants to Fix
David Friedberg takes America's 250th anniversary as a starting point to ask where does the country actually stand? And how do the bottom 50% get left behind? He argues the wealth gap is widely misunderstood, pointing to roughly $183 trillion in total US ...
1h 4m
Jul 20
AI Ready
Data is Back: MongoDB, Databricks, Snowflake
CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, the return of data sovereignty, & what a bank's real agen...
43m
Jul 19
AI Ready
Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe. 12 founders, operators, and investors give us their hottest takes on the debates splitting the room right now: is token maxing genius or a waste, is open source dying or about to take over, a...
56m
Jul 19
AI Ready
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Day 1 of RAISE Summit in Paris, the most high-profile AI summit in Europe. We pulled 10 of the sharpest founders, operators, and investors aside for their hottest takes on the debates defining AI right now.Open source vs closed models dominated the room, a...
41m
Jul 17
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"
Rodrigo Liang is the CEO and Co-Founder of SambaNova. The company just announced a first close on a $1B round at an $11B valuation, led by General Atlantic with T. Rowe Price and Capital Group participating. Rodrigo has spent 32 years building chips. We c...
59m
Jul 16
Fmr SpaceX CIO Ken Venner on Elon, Gwynne, & SpaceX Playbook
"Elon Musk was really good about keeping the mission as a forefront focus for what we were doing, & just energized everyone to get it done." Now Chief Tech & Product Officer, Senra Systems Ken Venner spent 11 years at Broadcom, joining at 1,000 people and...
15m
Jul 15
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck
Senra Systems has closed a $65 million Series B, bringing total funding to over $112 million. The round was co-led by Lowercarbon Capital and Interlagos, with participation from General Catalyst, Sequoia Capital, Andreessen Horowitz, Founders Fund, Dylan F...
1h 10m
Jul 13
AI Ready
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris. Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $95B on its first day, this conversation covers the $20B+ OpenA...
32m
Jul 10
AI Ready
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch
Cyan Banister put her entire IronPort exit into SpaceX when the rockets were still blowing up on the launchpad. She never sold. It became the best investment of her life. She is Co-Founder and General Partner at Long Journey Ventures, spent 4 years as a pa...
1h 29m
Jul 06
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel
Accel Partners Arun Mathew, Miles Clements, & Matt Weigand join Sourcery to go deep into the lore of the quiet, yet legendary, Silicon Valley firm. We go back through Accel's 40 years of history, starting with the 10% Facebook stake and the secondary they...
55m
Jul 02
Dylan Field on the “Permanent Underclass of Zero Taste”
Figma Co-Founder and CEO Dylan Field joins Sourcery behind-the-scenes at Day 0 of Config 2026, aka the “Coachella for design,” just before 10,000 attendees arrived. The headline going around is that “design is dead” and AI has turned it into a commodity. ...
47m
Jun 29
AI Ready
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..
Ev Randle, General Partner at Benchmark, joins Sourcery to break down how AI has rewritten the rules of venture and growth investing. Ev explains why the old inverse relationship between scale and risk has collapsed, why the golden rules of SaaS now run in...
57m
Jun 26
Brian Armstrong: “Capitalism Lifts Everyone Up”
Brian Armstrong, Co-Founder and CEO of Coinbase, sits down with Sourcery backstage ahead of the Coinbase System Update. We cover tokenized equities, an SEC-registered AI agent advisor, and the unified global liquidity approvals that bring Coinbase's offsh...
57m
Jun 23
AI Ready
Mark Pincus: How to Build Billion-Dollar Products
Mark Pincus, founder of Zynga and author of the newly released Life at the Speed of Play (HarperCollins, foreword by Reid Hoffman), joins Sourcery to break down the framework he’s used over the past three decades to build hit products. Pincus took games li...
1h 27m
Jun 20
What a $75 Million Airplane Actually Costs to Own
We are in the middle of the largest wealth creation event in modern history. SpaceX, OpenAI, Anthropic, Cerebras, Cursor, and more are heading to public markets or trading in secondaries, minting more millionaires and billionaires than ever on over $4 tril...
1h 22m
Jun 18
AI Ready
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI
Gabe Pereyra is the co-founder and President of Harvey. Before Harvey, he was an AI researcher at Google Brain, DeepMind, and Meta, working on deep learning at both Brain and DeepMind in 2016 and 2017 as the field was taking off. Valued at $11B, Harvey has...
44m
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