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molly o'shea

T3 · host / generalist

Host of Sourcery VC podcast, interviews founders and investors about wealth creation, private markets, and technology trends. Runs collaborative series with A16Z Perennial on wealth management.

6 calls·6 names·67% bull·last heard 8 days ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$JPMJPMorgan Chaseposition

JPMorgan Chase leads Base Power $1B Series D at $13B valuation

JPMorgan Chase led the Series D round in Base Power, marking a major strategic investment by a global bank in distributed energy storage and grid infrastructure.

Sourcery VC2026-08→
2ndhigh conviction
$RIBBIT-CAPITALRibbit Capitalposition

Ribbit Capital leads Base Power $1B Series D at $13B valuation

Ribbit Capital led the Series D round in Base Power, signaling strong conviction in the distributed battery storage and grid-edge infrastructure thesis.

Sourcery VC2026-08→
3rdmedium conviction
$ADDITIONAdditionposition

Addition participates in Base Power $1B Series D

Addition joined Ribbit Capital in leading Base Power's Series D, backing the vertical integration and grid-edge battery storage model.

Sourcery VC2026-08→

most discussed · click a bar to filter

6 total
$CURSOR
Cursor
LOWmolly o'shea·Sourcery VC·15 days ago
Cursor referenced in AI coding agent M&A wave with reported SpaceX deal
Cursor mentioned as another AI coding agent player involved in M&A activity, though the claimed $60B SpaceX deal appears likely to be a transcription error or confusion.
"Well, speaking on the backdrop of M&A with Curser and their deal, their $60 billion deal with SpaceX, M&A is floating around and there's all those kinds of like fun stories that a…"
20:02
$SPCX
···
SpaceX
LOWmolly o'shea·Sourcery VC·15 days ago
SpaceX mentioned in context of Cursor M&A speculation
SpaceX referenced as alleged acquirer of Cursor in $60B deal, though this claim lacks verification and may be a transcription artifact.
"Well, speaking on the backdrop of M&A with Curser and their deal, their $60 billion deal with SpaceX, M&A is floating around and there's all those kinds of like fun stories that a…"
20:02
$JPM
···
JPMorgan Chase
HIGHmolly o'shea·Sourcery VC·8 days ago· position
JPMorgan Chase leads Base Power $1B Series D at $13B valuation
JPMorgan Chase led the Series D round in Base Power, marking a major strategic investment by a global bank in distributed energy storage and grid infrastructure.
"Base Power just raised a $1 billion series D at a $13 billion valuation led by Ribbit, Addition, Valor, and JP Morgan Chase"
0:00
$ADDITION
Addition
MEDmolly o'shea·Sourcery VC·8 days ago· position
Addition participates in Base Power $1B Series D
Addition joined Ribbit Capital in leading Base Power's Series D, backing the vertical integration and grid-edge battery storage model.
"Base Power just raised a $1 billion series D at a $13 billion valuation led by Ribbit, Addition, Valor, and JP Morgan Chase"
0:00
$RIBBIT-CAPITAL
Ribbit Capital
HIGHmolly o'shea·Sourcery VC·8 days ago· position
Ribbit Capital leads Base Power $1B Series D at $13B valuation
Ribbit Capital led the Series D round in Base Power, signaling strong conviction in the distributed battery storage and grid-edge infrastructure thesis.
"Base Power just raised a $1 billion series D at a $13 billion valuation led by Ribbit, Addition, Valor, and JP Morgan Chase"
0:00
$VALOR
Valor Equity Partners
MEDmolly o'shea·Sourcery VC·8 days ago· position
Valor Equity Partners backs Base Power Series D
Valor Equity Partners participated in Base Power's Series D, supporting the US-based battery manufacturing and grid services play.
"Base Power just raised a $1 billion series D at a $13 billion valuation led by Ribbit, Addition, Valor, and JP Morgan Chase"
0:00