$SARONICDoug outlines Saronic's thesis: autonomous vessels to close 230:1 China shipbuilding gap and save hundreds of billionsdoug·Sourcery VC·15 days agoshow more ▾
$SARONICSaronic CEO: China outbuilds US 230:1 in commercial ships as Navy fleet shrinks below statutory minimumdino·Sourcery VC·17 days agoshow more ▾
$NORTHWOODNorthwood CEO bullish on space networking revenue potentialbridget menler·Sourcery VC·25 days agoshow more ▾
$RKLB···Beck details vertical integration and reusable Neutron architecture as core moatpeter beck·Sourcery VC·28 days agoshow more ▾
$RKLB···Beck: Spacecraft components are bigger moats than launch; vertical integration solves supply chain bottleneckpeter beck·Sourcery VC·last monthshow more ▾
$RKLB···Rocket Lab CEO details vertical integration strategy driving record backlog and multigenerational visionpeter beck·Sourcery VC·last monthshow more ▾
$COLOSSAL-BIOSCIENCESLamm claims Colossal is one of world's most undervalued companies after $400M oversubscribed roundben lamm·Sourcery VC·last monthshow more ▾
$PANW···Arora: AI attack surge drives cybersecurity rewrite, 55-day patch gap crushed to 4 hoursnikesh arora·Sourcery VC·last monthshow more ▾
$APP···AppLovin CEO outlines $1T path: $30B+ cash flow via AI-driven ad engine and vertical expansionadam·Sourcery VC·last monthshow more ▾
$NEURONNeuron builds 250k sq ft factory targeting million drones per yearsoren·Sourcery VC·last monthshow more ▾
$NEROSNeros CEO targets million-drone annual capacity to become Toyota of defense manufacturingsaurin·Sourcery VC·2 months agoshow more ▾
$BASE-POWERBase Power raises $1B Series D at $13B valuation, launches 40kWh Base Core home batteryjustin lopez·Sourcery VC·2 months agoshow more ▾
$ASSEMBLYAIAssemblyAI handles 4x YouTube daily voice volume with 800% 3-year growthdylan fox·Sourcery VC·2 months agoshow more ▾
$LITE···Lumentum CEO: Tripled revenue in 5 quarters as hyperscalers demand millions of optical unitsmichael·Sourcery VC·2 months agoshow more ▾
$COGNITIONCognition CEO Scott Wu reveals $500M ARR in <3 years, 11-12x customer usage growthscott wu·Sourcery VC·2 months agoshow more ▾
$SAMBANOVAKim reveals prior investment in AI chip startup SambaNovatony kim·Sourcery VC·2 months agoshow more ▾
$MDB···MongoDB CEO sees three AI customer waves driving foundational data layer demandcj desai·Sourcery VC·2 months agoshow more ▾
$NBIS···Nebius pursues diversified 20-data-center portfolio to avoid single-project bottlenecksmark·Sourcery VC·2 months agoshow more ▾