Podcast
Sourcery
Hosted by Sourcery with Molly O'Shea · EN
Interviews with the top Investors, CEOs, & Founders
40episodes
Episodes
Newest firstAll episodes
Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo
2d ago00:47:57Tap to summarizeEric Romo, President & COO of Impulse Space, joins Sourcery on the company's manufacturing floor in Redondo Beach to break down the freshly closed $500M Series D co-led by 137 Ventures and BANNER VC that pushes Impulse past $1 billion raised.We get into what the capital actually unlocks (hiring and production, not flashy CapEx), why "space tug" doesn’t cut it for Mira, and how a single successful flight spurred demand from across the industry. Eric explains Impulse's three products — Mira, Helios, Caravan — and makes the case for staged access to GEO against traditional options.He also gets candid: reality on orbital debris cleanup, why Impulse is "closer to a fighter jet than a tugboat," and the hard lesson from his SpaceX days (he was employee #13; CEO Tom Mueller was #1) that made in-housing manufacturing non-negotiable.Eric Romo: https://x.com/_Eric_Romo Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒YouTube: https://youtu.be/42035XPxgbA𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery • VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery • Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vcDisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Eric Romo, President & COO at Impulse Space(00:58) Fueling the next phase with a $500M Series D(04:30) Crossing the $1B funding mark(06:00) The freedom to execute(07:09) Why startups die from indigestion(08:30) Building beyond SpaceX(13:32) How defense became the real opportunity(16:19) Impulse’s product stack: Mira, Helios & Caravan (23:43) The economics of urgency(26:23) "Closer to a fighter jet than a tugboat"(30:40) The new era of space defense(37:33) The SpaceX DNA at Impulse(38:27) The biggest lesson from SpaceX(44:23) Hiring world class engineers(45:38) If not COO, then what?(46:43) The road to first Helios launch
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The Token-Maxxing Bill That Shocks Every CFO — & the Fix
3d ago00:55:05Tap to summarizeMerge co-founders Shensi Ding (CEO) and Gil Feig (CTO) join Sourcery for a wide-ranging conversation on building AI infrastructure that quietly powers some of the biggest companies in tech — including OpenAI, Perplexity, Netflix, Uber, Mistral, and Dropbox.They break down Merge's three-product suite (Unified, Agent Handler, and Gateway), the make-or-break month that pushed them to rebuild around AI, and why they now believe "English is your programming language." Gil gets candid on the state of AI security — supply chain attacks, agentic code flooding GitHub, and why the scariest threat is always internal. Shensi shares hard-won hiring philosophy (missionaries vs. mercenaries), her admiration for Benioff and the "beginner's mind," and a hot take on companies over-engineering their own models.Plus: the SaaSpocalypse, the brutal reality of token-maxxing bills, governing employee AI access, headless Salesforce, and whether today's AI valuations make any sense at all.Shensi Ding: https://x.com/shensi Gil Feig: https://x.com/GilFeig Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒YouTube: https://youtu.be/SjrejHEAdeg𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery • VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery • Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vcDisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Shensi Ding & Gil Feig, Co-Founders at Merge(01:04) Three products. One big bet(03:20) How Merge made the AI pivot(04:42) The Classic Innovator’s Dilemma(05:58) Building culture around AI(07:10) The leverage nobody’s talking about(08:52) Codex vs Claude Code(09:15) The scale nobody knew about(09:47) SaaS, Finance, and the Biggest AI Labs(10:46) Why AI companies buy differently(12:04) What AI sales actually looks like(13:04) The Fastest sales cycles in the market(14:35) Why is Cybersecurity broken(15:59) Merge's solution to agent security(19:16) Mythos, Wiz, and the GitHub Hack(22:34) 1,000 Bot signups in one hour(23:23) Real reason companies pay ransom to hackers(25:43) The State of AI Infrastructure Costs(26:41) Internal AI Governance is the next big problem
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Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses
1w ago01:07:17Tap to summarizeJackie Reses has quietly done what almost no one in finance has pulled off — she's been a Goldman Sachs banker, a private equity partner at Apax, Yahoo's Chief Development Officer, Executive Chairman of Square Financial Services, a board member at Alibaba, Affirm, and Nubank, and now the founder and CEO of Lead Bank, the $1.5B fintech infrastructure company quietly powering Stripe, Ramp, Walmart, Affirm, Revolut, and over 100 crypto companies. In this episode, Jackie sits down with Molly to share the untold stories behind her improbable career — from sitting in Alibaba board meetings with Jack Ma, Joe Tsai, and Masa Son, to brokering one of the largest value-recovery deals in corporate history for Yahoo, to running Square Capital after a 72-hour hackweek project. She also gets candid about the hype around "de-banking," what it's really like inside the White House (her brother is VP JD Vance's Chief of Staff), how she built Lead Bank to $280M in revenue with zero sales team, and why the future of financial infrastructure is programmable, on-chain, and AI-native. Whether you're a founder, operator, investor, or just curious about how the most powerful in American fintech actually work behind the scenes — this conversation is a masterclass.Jacqueline Reses: https://x.com/jackiereses Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒YouTube: https://youtu.be/0rwmXUnn7Tc𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery • VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery • Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vcDisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jacqueline Reses, CEO of Lead Bank(01:06) The swiss army knife of Silicon Valley(02:46) Inside the Alibaba boardroom with Jack Ma and Masa(05:23) Being one of the only Americans on Alibaba’s board(10:29) What Jack Ma and Masayoshi Son are really like(12:32) The biggest lessons Jackie learned from Alibaba(15:12) From Goldman Sachs to Silicon Valley(17:44) Why Yahoo hired a PE investor to run HR(22:53) Yahoo was a hot mess(25:33) The deal that recovered billions for Yahoo(26:31) How Jack Dorsey recruited Jackie to Square
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Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)
2w ago00:57:12Tap to summarizeMichel Del Buono, Chief Investment Officer of a16z Perennial (Andreessen Horowitz's multi-family office), returns to Sourcery for a deep dive into pre-liquidity event planning. Yes. You can earn a billion dollars.With the SpaceX IPO on the horizon and massive secondary activity around Anthropic, OpenAI, Stripe, and Anduril, Michel breaks down the three pillars of wealth optimization: trust & estate structuring, tax-advantaged investment strategies, and philanthropy.In this conversation, Michel and Molly cover QSBS stacking, the difference between L1, L2, and L3 SPV structures, the hidden risks in today's secondary market, the BDC liquidity gate situation, tax loss harvesting vs. trust strategies, real assets and depreciation, AI's impact on private equity, and why most founders show up to their liquidity event unprepared.Whether you're a founder approaching IPO, an early employee considering a tender, or just want to understand how the ultra-wealthy actually structure their balance sheets — this episode is essential listening.We cover:Pre-liquidity event planningQSBS stacking strategiesSecondary market SPV risksTrust & estate structuringBDC liquidity gatesTax loss harvestingReal assets & depreciationMichel Del Buono: https://www.linkedin.com/in/mdelbuonoMolly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒YouTube: https://youtu.be/U_Ia9xKL0vI𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing partners with frontier AI labs to improve model capabilities in coding, reasoning, tool use, & multimodality, as well as with Fortune 500 enterprises to build & deploy end-to-end agentic AI systems in mission-critical workflows Visit: turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. Learn more at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vc/DisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Michel Del Buono, CIO at a16z Perennial(01:05) The Billionaire office playbook(02:57) Why founders lose millions to taxes(07:55) The massive QSBS tax advantage(11:48) The biggest mistake founders make(12:32) Should you sell your company stock?(14:28) Why everyone wants pre IPO shares(17:36) The hidden risk in SPVs(19:57) Understanding carry fees(22:53) The SPV operator who vanished(24:33) The private credit problem(28:38) Why endowments are pulling back
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Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley
2w ago00:57:07Tap to summarizeTanay Tandon, Co-Founder and CEO of Commure, joins Sourcery to break down the company's new $70M round at a $7B post-money valuation, led by General Catalyst with participation from Sequoia Capital, Morgan Stanley, and Kirkland & Ellis. With $750M raised to date, Commure now runs inside 500+ healthcare organizations, 3,000+ sites of care, and processes tens of billions of dollars in annual claims — with 85%+ of revenue cycle work completed without a human in the loop.Tanay started the company at 18 out of his Stanford dorm room. Today, Commure has 1,200 employees across seven offices, supports 200M+ patient encounters a year, and has doubled ARR three years in a row. We get into the round, the use of General Catalyst's Customer Value Fund (CVF) for non-dilutive growth capital, why he believes point solutions will be wiped out, the Augmedix acquisition, the Summa Health partnership in Akron, the JPM flip-flops story, and his IPO plans.Topics covered:• The $70M / $7B round and why he didn't need the capital • CVF and non-dilutive financing for go-to-market • Building an AI-native OS for healthcare • HCA, Tenet, Epic, and Meditech partnerships • Why platforms beat point solutions• Lessons from acquiring Augmedix • What Alfred Lin, Hemant Taneja, and Teresa Carlson taught him • The path to IPOTanay Tandon: https://www.linkedin.com/in/tanaytandon Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊YouTube: https://youtu.be/Vd4HHQ1l9mM𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery • VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery • Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vcDisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
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Exclusive Interview: Coatue CIO on AI's Biggest Winners
3w ago00:57:00Tap to summarizeCoatue's Chief Investment Officer of Public Investments, Jaimin Rangwalla, joins Molly O’Shea of Sourcery to unpack the most extraordinary technology cycle of his 20-year career. Jaimin walks through Coatue's spring investor update — why OpenAI, Anthropic, and SpaceX are breaking into the world's top 25 companies before going public, how Anthropic was adding $2.5 billion in ARR every single week, and how the rise of agents launching agents is creating what he calls a "digital population explosion" that will multiply every person's semiconductor and power footprint by 1,000x.Jaimin also breaks down Coatue's "follow the gigawatts" framework, the shift from 1 CPU : 8 GPUs to 1 GPU : 4 CPUs, why semiconductors went from career-long shorts to the most profitable sector in the market, and the "sellers of shortage vs. buyers of shortage" dynamic driving today's biggest winners. Plus: the bottlenecks no one is solving, the trillion-dollar IPOs coming, and what keeps him up at night.Chapters below. Subscribe for more conversations with the investors and operators building the AI era.Coatue Update Replay + Slides: https://www.coatue.com/blog/perspective/public-markets-update-2026-05-06 X: https://x.com/coatuemgmt/status/2052787367275319387?s=20 Jaimin Rangwalla: https://www.linkedin.com/in/jaimin-rangwalla-402a21/ Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒YouTube: https://youtu.be/ygtPaOhI0ak𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery • VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery • Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vcDisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
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How AWS Sold Cloud to the CIA – Teresa Carlson GCI
3w ago01:07:58Tap to summarizeTeresa Carlson, Founding CEO of the General Catalyst Institute, joins Molly on Sourcery to share the inside story of how she built AWS's public sector business from zero revenue and two people into a $10B global powerhouse — including the legendary CIA contract that legitimized cloud computing for the entire world.In this conversation, Teresa pulls back the curtain on what it was really like working alongside Jeff Bezos and Andy Jassy at Amazon, the brutal "no PowerPoint" writing culture, and the one-way vs. two-way door framework that shaped how she made decisions. She also draws sharp parallels between the early cloud era and today's AI explosion — explaining why she thinks AI adoption is moving faster than any technology she's ever seen, why the U.S. urgently needs an AI framework, and what startups must do to win in Washington DC.We also get into the General Catalyst Institute's mission to give 1,000+ portfolio companies an "unfair advantage" with policymakers, the rise of commercially-oriented government under the current administration, and why founders need to ditch the flip-flops if they want to be taken seriously on Capitol Hill.A must-watch for founders, operators, investors, and anyone interested in the intersection of AI, policy, and the future of American competitiveness.Teresa Carlson: https://x.com/teresacarlson Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊YouTube: https://youtu.be/rztfzehJHUw𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vc/DisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Teresa Carlson, Founding CEO at GC Institute(01:08) The historic Kentucky Derby win(02:38) $10B AWS blueprint(04:56) Converting the skeptics(12:03) Contract that changed the trajectory of AWS(17:05) Building a world-class team(24:01) The scaling mantra(29:12) Lessons from Bezos & Andy Jassy(35:33) Why is AI scaling scaring governments? (40:23) Surviving the AI debt trap(44:56) Why do government deals matter?(48:55) Founding the GC Institute(54:49) Founders storming Capitol Hill(59:53) The unspoken rule of DC
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Uber CEO Dara Khosrowshahi
4w ago00:32:47Tap to summarizeUber CEO Dara Khosrowshahi joins Sourcery for a walkthrough of Uber’s newest product launches and the future of transportation, AI, delivery, travel, and autonomous vehicles.At Uber’s Go-Get showcase in New York City, Dara breaks down how Uber is evolving from a rideshare company into a global “go anywhere, get anything” platform. We discuss Uber’s new Expedia hotel partnership, AI-powered shopping agents, Uber’s autonomous vehicle strategy with Waymo, Zoox and Joby Aviation, and how AI is fundamentally changing the company’s operations and engineering culture.Dara also reflects on leading Uber through one of the largest corporate turnarounds in tech history, scaling the company from billions in losses to nearly $10B in free cash flow.Plus: how to actually raise your Uber rating.Subscribe for more conversations with the CEOs, founders, and investors shaping the future of technology, AI, mobility, and infrastructure.Dara Khosrowshahi: https://x.com/dkhos Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊YouTube: https://youtu.be/AK4hrrlCNUA𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vc/DisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Dara Khosrowshahi, CEO at Uber(00:48) The biggest bet of 2026(02:04) The accidental feature(04:16) Your next Uber might come with a Coffee(05:54) Uber One’s global takeover(06:32) Growth hack to outpace rivals(08:04) Replacing overpriced room service(11:25) The Expedia reunion(14:10) The 10-minute airport hack(17:05) The $10 billion comeback(19:00) Barry Diller’s golden advice(22:49) Uber’s internal AI shift(26:59) Will AI make Uber apps obsolete?(27:36) Self-driving cars(28:47) AI’s biggest misconception(29:39) Hack your Uber rating(31:36) Junior Devs coding for millions
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Figure’s Humanoid Factory Tour – CEO Brett Adcock
May 101:12:19Tap to summarizeFor the first time ever, Figure is opening every door. Sourcery gets the first full tour of Figure's robotics campus with Founder & CEO Brett Adcock — and we see everything. Figure is the first-of-its-kind AI robotics company bringing a general purpose humanoid to life, designing, building, and testing every robot in-house.In this exclusive walkthrough, Brett takes us through all the departments on their San Jose campus: System integration lab where robots are stress-tested with software faults and physical pushesHelix AI team floor where the controls and neural network engineers train the vision-language-action model that runs onboard every Figure robotReinforcement learning & stability testing area where Figure demos the Vulcan project — surviving a lost knee mid-task — and lets Molly push the robot to test its RL-trained balanceHome environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation)BotQ manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line and end-of-line burn-in baysIndustrial design studio — opened publicly for the first time — housing every generation of Figure robot ever built, including Figure 01 with its Frankenstein forearms, Figure 02, and the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands and feetBrett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, and teases that Figure 04 will be their "iPhone 1 moment."This is the most complete look inside Figure that has ever been filmed.Brett Adcock: https://x.com/adcock_brett Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊YouTube: https://youtu.be/ch_UM_JJU9w𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vc/DisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
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Brett Adcock, CEO of Figure
Apr 3000:33:00Tap to summarizeBrett Adcock is the Founder & CEO of Figure, the $39 billion company tackling one of the most ambitious challenges in technology — building a general-purpose humanoid robot that can do the work of a human, both on the factory floor and inside the home.About 50% of global GDP is human labor. In this episode of Sourcery, we go inside Figure's headquarters for a full tour and sit-down interview on the future of robotics, AI, and jobs.Brett shares why humanoid robots are already working today, how Figure plans to scale from thousands of units this year to 1 million per year, and why he believes this could become the biggest business in the world. Backed by nearly $2B across rounds — including investment from Jeff Bezos, Microsoft, Nvidia, and Amazon — Figure 15x'd its valuation to $39B in just 18 months. We also cover Brett's decision to part ways with OpenAI, the challenges of building physical intelligence, and what it takes to solve one of the hardest problems in engineering.We cover:• Why humanoid robots are finally real• The roadmap to millions of robots• Figure’s production ramp and demand• Why robotics is an intelligence problem• The OpenAI partnership — and breakup• The risks of building physical AI (Capital, Economics, Valuation)• Brett’s vision for general roboticsIf humanoids work, they will reshape the global economy.Brett Adcock: https://x.com/adcock_brett Molly O’Shea: https://x.com/MollySOShea Sourcery: https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒YouTube: https://youtu.be/g1ESjEGG1SM𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com • Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev Follow Sourcery for the latest updates!https://www.sourcery.vc/DisclosurePaid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒(00:00) Brett Adcock, Founder & CEO at Figure(01:13) Hot take on Humanoids(04:09) Race to a Million Robots(06:24) Building Figure From Scratch(08:15) Leaving Archer aviation(09:25) Post-IPO move(12:54) Cover, Hark & NASA's IP(16:06) How Figure Outgrew OpenAI(19:18) Founder performance playbook(24:24) Learning from Bezos and Jobs(29:19) Biggest risks to the business(31:26) Building the World's First Physical AGI
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