← newsroom
podcast
Sourcery VC
host · molly o'shea
episodes
22
mentions
156
tickers
95
net sentiment
80%
tickers discussed · 95
$SPCX×16$HARVEY×8$COIN×7$ANTHROPIC×5$CRAFT×5$NVDA×4$OPENAI×4$COGNITION×3$MDB×3$COMMURE×3$BASE-POWER×2$ASSEMBLYAI×2
+ 83 more ▾▴
$CURSOR×2$SNOW×2$DATABRICKS×2$MERGE×2$NBIS×2$STARCLOUD×2$SENRA-SYSTEMS×2$CBRS×2$META×2$LEGORA×2$BTC×2$JPM$ADDITION$RIBBIT-CAPITAL$VALOR$SYNA$COHR$LITE$FOUNDERS-FUND$WINDSURF$ELEVENLABS$ORCL$PLTR$APPLIED-INTUITION$GLEAN$TURBO-PUFFER$LAGORA$WONDERFUL-AI$ALTIMETER$NAVAN$AMD$DDOG$SONOVA$BLACK-FOREST-LABS$GENERAL-INTUITION$FACTORY$LIQUID-AI$VECTOR-CORE-COMPUTE$SAMBANOVA$GENERAL-ATLANTIC$ARMADA$SENSORIA-SYSTEMS$SUNNO$FIG$PROTEIN-MODEL-CO$BOSTON-DYNAMICS$CAFE-X$UBER$ANDURIL$TOGETHER-AI$NIANTIC$BECOMING-BIO$DIAMOND-FOUNDRY$FLOCK-SAFETY$SUBSTRATE$CYERA$LOVABLE$LINEAR$CRWD$SUPERBASE$VERCEL$RADIX-ARC$MODAL$HEYGEN$FIREWORKS-AI$CRUSOE$LANGCHAIN$GUMLOOP$SIERRA$USDC$MIDJOURNEY$AI-MEGACAPS$LEAD-BANK$STARLINK$BDRBF$RADAR$AAL$BA$UAL$SOL$CRCL$FIGURE$ETH
guests & speakers · 51
justin lopezmolly o'sheadylan foxmichael hurstonscott wucj desaicasserarvinnquillecjgildylan patelmaxbarackaporarielmarkmax cookphilip johnstonrodrigorobinpimmatanreinerodrigo liangkenken vennerjordan blackandrew feldmanshreasnicoian silverbrian ringleycyan banisterarunmattmilesdylan fieldevbrian armstrongmark pincusgil feigjacqueline resesisrael slodowitztanay tandonjustin fishner-wolfsongabe pereyratom muellerwinston weinbergmollybrett adcock
episodes · 22
Inside Base Power's Battery Line & $2.5B in Capital6 insights
2026-08-03 · Base Power CEO articulates vertical integration thesis for grid-edge home batteries at $1…
AssemblyAI Now Handles 4x YouTube's Daily Volume2 insights
2026-07-31 · AssemblyAI handles 4x YouTube daily voice volume with 800% 3-year growth
$10T to Move Data from Kilometers to Millimeters | Lumentum CEO4 insights
2026-07-29 · Lumentum CEO: Optical data center conversion drives 3x revenue in 5 quarters
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition5 insights
2026-07-27 · Cognition CEO Scott Wu reveals $500M ARR in <3 years, 11-12x customer usage growth
Data is Back: MongoDB, Databricks, Snowflake8 insights
2026-07-20 · MongoDB CEO sees three AI customer waves driving foundational data layer demand
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI11 insights
2026-07-19 · Nebius pursues diversified 20-data-center portfolio to avoid single-project bottlenecks
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI12 insights
2026-07-19 · AMD sees CPU:GPU ratio approaching 1:1 for agentic AI workloads
Inference 101: SambaNova CEO Rodrigo Liang5 insights
2026-07-17 · SambaNova raises $1B at $11B valuation to scale premium inference chips
SpaceX's Former CIO: "Never Worked Harder in My Life"1 insight
2026-07-16 · Former SpaceX CIO joins Sensoria Systems to consolidate fragmented wire harness market
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck2 insights
2026-07-15 · Senra Systems raises $65M Series B to solve wire harness bottleneck in defense manufactur…
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's4 insights
2026-07-13 · Cerebras CEO details $20B+ OpenAI partnership and wafer-scale inference advantage post-IPO
OpenAI, Figma, Boston Dynamics & MIT on What's Next for AI Design6 insights
2026-07-12 · IVP invests in Sunno: AI music generation for everyone
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch10 insights
2026-07-10 · Cyan Banister put entire Ironport exit into SpaceX on Luke Nosek's conviction
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel12 insights
2026-07-06 · Accel's Nebius PIPE up 13x in 16 months: next-gen AI hyperscaler
Dylan Field on the “Permanent Underclass of Zero Taste”1 insight
2026-07-02 · Field bullish on SpaceX: missionary talent and unbounded imagination could define this ce…
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..14 insights
2026-06-29 · Benchmark backs Star Cloud for orbital data centers, invested before Musk endorsement
Brian Armstrong: Rebuilding Coinbase Around Intelligence4 insights
2026-06-26 · Armstrong remains super bullish on Bitcoin, sees bottom near $60k with recovery underway
Mark Pincus: How to Spot a Fake CEO3 insights
2026-06-25 · Mark Pincus says he owns Nvidia and still loves the AI trade below 1x PEG
SpaceX Hit $2 Trillion. Now Everyone Wants a Jet11 insights
2026-06-20 · Craft's exchange fund model solves tax/liquidity trap for tech employees with concentrate…
Brian Armstrong: We're Bringing Every Asset Class On Chain5 insights
2026-06-19 · Armstrong: Base is now the largest chain for spot Bitcoin, Ethereum and major crypto trad…
Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs5 insights
2026-06-19 · Harvey has raised $1B+ and reserves ammo for massive post-training of legal models
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI4 insights
2026-06-19 · Harvey: a single query can cost $20K — the usage curve is just starting