Sourcery

Sourcery with Molly O'Shea

Interviews with the top Investors, CEOs, & Founders

  1. Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

    8 hr ago

    Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

    Jackie 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 𝐋𝐈𝐍𝐊𝐒 YouTube: https://youtu.be/0rwmXUnn7Tc 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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 Disclosure Paid 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

    1hr 7min
  2. Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)

    6 days ago

    Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)

    Michel 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 planning QSBS stacking strategies Secondary market SPV risks Trust & estate structuring BDC liquidity gates Tax loss harvesting Real assets & depreciation Michel Del Buono: https://www.linkedin.com/in/mdelbuono Molly O’Shea: https://x.com/MollySOShea  Sourcery: ⁠https://x.com/sourceryy  𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 YouTube: https://youtu.be/U_Ia9xKL0vI 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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/ Disclosure Paid 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

    57 min
  3. Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

    19 May

    Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

    Tanay 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 IPO Tanay Tandon: https://www.linkedin.com/in/tanaytandon  Molly O’Shea: https://x.com/MollySOShea  Sourcery: ⁠https://x.com/sourceryy  𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊 YouTube: https://youtu.be/Vd4HHQ1l9mM 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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 Disclosure Paid 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.

    57 min
  4. Exclusive Interview: Coatue CIO on AI's Biggest Winners

    15 May

    Exclusive Interview: Coatue CIO on AI's Biggest Winners

    Coatue'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 𝐋𝐈𝐍𝐊𝐒 YouTube: https://youtu.be/ygtPaOhI0ak 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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 Disclosure Paid 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.

    57 min
  5. How AWS Sold Cloud to the CIA – Teresa Carlson GCI

    11 May

    How AWS Sold Cloud to the CIA – Teresa Carlson GCI

    Teresa 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 𝐋𝐈𝐍𝐊 YouTube: https://youtu.be/rztfzehJHUw 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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/ Disclosure Paid 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

    1hr 8min
  6. Uber CEO Dara Khosrowshahi

    8 May

    Uber CEO Dara Khosrowshahi

    Uber 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 𝐋𝐈𝐍𝐊 YouTube: https://youtu.be/AK4hrrlCNUA 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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/ Disclosure Paid 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

    33 min
  7. Figure’s Humanoid Factory Tour – CEO Brett Adcock

    1 May

    Figure’s Humanoid Factory Tour – CEO Brett Adcock

    For 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 pushes Helix AI team floor where the controls and neural network engineers train the vision-language-action model that runs onboard every Figure robot Reinforcement 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 balance Home 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 bays Industrial 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 feet Brett 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 𝐋𝐈𝐍𝐊 YouTube: https://youtu.be/ch_UM_JJU9w 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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/ Disclosure Paid 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.

    1hr 12min
  8. Brett Adcock, CEO of Figure

    30 Apr

    Brett Adcock, CEO of Figure

    Brett 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 robotics If 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 𝐋𝐈𝐍𝐊𝐒 YouTube: https://youtu.be/g1ESjEGG1SM 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • 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/ Disclosure Paid 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

    33 min
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About

Interviews with the top Investors, CEOs, & Founders

Information

  • Creator
    Sourcery with Molly O'Shea
  • Years Active
    2024 - 2026
  • Episodes
    155
  • Rating
    Explicit
  • Copyright
    © Sourcery with Molly O'Shea
  • Show Website
    Sourcery

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