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Sourcery with Molly O'Shea
Sourcery
Technology
English
Interviews with the top Investors, CEOs, & Founders
Website
Episodes
Episodes
205
02 October 2026
Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO
Jonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery to break down how AI training & deployment are changing in 2026.We cover the shift from training models to pass benchmarks to training agents for real work through RL environments, and why AI agents that can operate for days today could eventually work autonomously for weeks, months and years.Jonathan explains why open-weight...
58 min
01 October 2026
Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor
Annie Lamont is Co-Founder and Managing Partner of Oak HC/FT, the healthcare and fintech investment firm she built with Andrew Adams. Across 40+ years she has managed $14B, backed 70+ successful exits and 15 IPOs, and been named the top healthcare investor on the Forbes Midas List multiple times. Her portfolio includes athenahealth, Devoted Health, One Medical, CareBridge, VillageMD, Main Street...
1 h 2 min
30 September 2026
IMEC Says Today’s AI Will Look Ancient in 10 Years
AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the same time, the semiconductor industry is approaching the physical limits of simply making transistors smaller.I sat down with Steven Latré, VP of AI at imec and Thema Board Member, and Adam Chambers...
13 min
30 September 2026
The $500B Opportunity in Europe’s Defense Buildout
Europe is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems.After decades of underinvestment, Europe's defense industry needs to dramatically increase its ability to manufacture at scale. Component lead times can stretch into years, certain contracts can take 4–5 years to deliver and modern warfare increasingly requires...
21 min
30 September 2026
The $10T AI Buildout Has a Photonics Problem
AI's next infrastructure bottleneck? It's everything connecting them.As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper interconnects are running out of steam, pushing the industry toward optical interconnects and silicon photonics.I sat down with Thema's Herwig Van Hove and Yannick De Koninck in Monaco to go deep on the photonics supply chain...
33 min
29 September 2026
The $3B Company Trying to Beat Amazon Prime
Stord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years.The goal: level the playing field with Amazon Prime for the other two-thirds of commerce on the internet.I sat down with Stord Founder & CEO Sean Henry in Cap Ferrat to talk about the company's $250M Series F, its massive bet on robotics and AI, and why he believes the biggest...
14 min
29 September 2026
How Deel Scaled From $100M to $1B+ ARR in 3 Years
Deel went from $1M to $100M in ARR in under 20 months, then from $100M to $1B in just 3 years.Today, the company has surpassed $1.5B in revenue and is valued at $17.3B.I sat down with Shuo Wang, Co-Founder & CRO of Deel, to break down the sales and operating machine behind one of the fastest-growing companies in tech.Shuo co-founded Deel alongside Alex Bouaziz, Co-Founder & CEO, in 2019....
12 min
28 September 2026
How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands
Jen Prosek has spent more than two decades helping build and protect the reputations of some of the biggest names in finance.She is the Founder & Managing Partner of Prosek Partners, which works across private markets, asset management, venture capital, banking and technology — representing clients with roughly $70 trillion in combined AUM.We sat down at the New York Stock Exchange to unpack...
1 h 5 min
27 September 2026
10 of The Wildest Hot Takes From the All-In Summit 2026
The All-In Summit returned to Los Angeles this year with one of its biggest lineups yet: Elon Musk, Jensen Huang, Satya Nadella, Gwynne Shotwell, Jared Isaacman, Brad Gerstner, Bill Gurley, Dina Powell McCormick, Jake Paul, Nick Shirley, Blake Scholl, Martin Shkreli and more — alongside hosts Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg.Over three days, some of the...
47 min
22 September 2026
a16z Just Launched a School
Gagan Biyani, Founder & CEO of Horowitz Andreessen Academy (fmr Co-Founder of Udemy and Maven), joins Sourcery from a16z’s San Francisco office to unveil a new kind of school built for the AI era.Backed with $42M from a16z and investors including Adam D’Angelo, Tobi Lütke, Tony Xu, Fidji Simo and Shyam Sankar, Horowitz Andreessen Academy is an AI-native, unaccredited residential program...
1 h 18 min