Sourcery

Sourcery with Molly O'Shea
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Sourcery

Interviews with the top VCs & Founders leading the next tech innovation cycle.

  1. 19小时前

    Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO

    Roy Lee, Founder & CEO of Cluely, announces their $15M from Andreessen Horowitz to build what they call the most viral AI startup in the world. In this deep dive, we break down their product, business model, fundraising strategy, controversial stunt marketing playbook, and what it means to scale with creator-led growth. With over $20M in total funding, Cluely is building real-time, undetectable screen overlays, Cluely is rethinking how AI should show up in your workflow, and they’re doing it profitably. Cluely last announced their $5.3M Seed round in April 2025, co-led by Abstract Ventures and Susa Ventures. Whether you think they’re brilliant or reckless, this is one of the most fascinating startup stories in tech right now. Try Cluely: https://cluely.com/ Molly on X: https://x.com/MollySOSheaRoy on X: https://x.com/im_roy_lee Brought to you by: Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourcery Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery Fourthwall—The #1 way to sell merch online — Fourthwall is the easiest way to launch a fully branded merch store—used by big brands like MKBHD, Acquired, & even the Smithsonian. 100+ products. No upfront cost. Visit Fourthwall to start today: https://fourthwall.com/Follow Sourcery for the latest updates! https://www.sourcery.vc/TIMESTAMPS:00:00 - Roy Lee, Cluely 00:35 - $15M Led by a16z 02:21 - Cluely’s Viral Mega Launch 03:07 - Fundraising Strategies & Founder Mindset 04:51 - From Columbia to Silicon Valley 08:17 - Cluely: Product Overview & Vision 16:39 - Business Model & Profitability 21:10 - Stunt Marketing & Virality 26:48 - Idol: Elon Musk's Freedom & Success 27:05 - Controversies 27:46 - Criticism28:09 - Will Roy Go To Jail? 29:54 - Selling to Enterprise 32:20 - Importance of Viral Content 33:58 - Team Dynamics & 50 Interns 36:03 - Managing Stunts & Culture 46:36 - Leadership Challenges & Personal Reflections 51:09 - Kalshi Predictions & Future Outlook#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley #Cluely #SeriesA #a16z #AmbientAI #FounderLed #CreatorLedGrowth #ViralMarketing #UndetectableAI #EscapeVelocity #ConquerorOfTheUniverse #RoyLee

    54 分钟

  2. 3天前

    How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders

    Paul Klein IV, founder & CEO of Browserbase, announces their $40M Series B at a $300M valuation led by Notable Capital. Browserbase has raised $67.5M in total funding in just 15 months (!!) since founding the company. Existing investors include big Silicon Valley funds like Kleiner Perkins, CRV, Basecase, and more.  Paul shares how Browserbase is powering the next generation of AI agents and “vibe coders” by providing programmable, cloud-hosted browser infrastructure—what he calls “Twilio for headless browsers.” Special thank you to John at Strike Capital for the introduction, as well as Bucky Moore and Turner Novak for some incredible questions. This is an awesome interview. We cover: * How Browserbase works and real-world automation use cases * Round dynamics, fundraising strategy & investor support * Their all-star angel network: Jeff Lawson (Twilio), Patrick Collison (Stripe), Guillermo Rauch (Vercel), founders of Okta, Stitch, WorkOS, and more * The evolution of their brand (emoji story) * Go-to-market strategy and scaling past 1,000 customers * Launching Director.ai for “vibe coders” * The future of AI agents, authentication, and automation * Paul’s solo founder journey and team culture in SF Whether you’re building an agent, automating legacy workflows, or just curious how infra startups are scaling fast in AI, this one’s for you. Check out Browserbase: https://www.browserbase.com/ Molly on X: https://x.com/MollySOShea Paul on X: https://x.com/pk_iv Brought to you by: Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourcery Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery Fourthwall—The #1 way to sell merch online — Fourthwall is the easiest way to launch a fully branded merch store—used by big brands like MKBHD, Acquired, & even the Smithsonian. 100+ products. No upfront cost. Visit Fourthwall to start today: https://fourthwall.com/ Follow Sourcery for the latest updates!  https://www.sourcery.vc/ TIMESTAMPS: 00:00 - Series B Fundraise Announcement 02:21 - Introduction to Browserbase 04:04 - Use Cases & Applications 07:56 - Customer Growth & Product Development 10:48 - GTM & Branding Strategies 22:53 - AI Agent Ecosystem & Authentication 28:08 - AI Regulation & Deep Fakes 30:07 - Launching Director AI 30:54 - Empowering Vibe Coders 33:52 - Customer Service & Team Composition 41:28 - Why Founding a Startup Should Be Last Resort 44:38 - Managing Performance As A Solo Founder  48:38 - Future Outlook & Kalshi Predictions #Browserbase #AIInfrastructure #PaulKlein #Startups #Automation #SeriesB #AIagents #DeveloperTools #VibeCoders #podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

    54 分钟

  3. 6月12日

    Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board

    Cameron McCord, CEO & Founder of Nominal, discuss their recent $75 million Series B round led by Sequoia, bringing their total funding to over $100 million. With this funding, #1 on the Midas list investor, Alfred Lin of Sequoia is joining their board. Alongside Stephen Slattery, Growth & Product at Nominal, they delve into Nominal’s rapid 10-day funding process, driven by thorough due diligence and their impressive customer testimonials. We go deeper into their innovative core products, Core and Connect, for hardware testing, software management, and their impressive traction in aerospace, defense, energy, and maritime industries. Closing large early customers like Shield AI, Antares, and Vatn. Cameron and Steven, share insights into their backgrounds, including experiences in the US Navy, Anduril, SpaceX, and other prestigious institutions, and how these experiences led them to create Nominal. Learn how Nominal accelerates testing processes, the company’s growth strategies, and the unique challenges and advancements in the hardware sector. Plus, Cameron’s fascinating background as a submarine officer. Molly on X: https://x.com/MollySOSheaCameron on X: https://x.com/cameronlmccord Brought to you by: Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourcery Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery Fourthwall—The #1 way to sell merch online — Fourthwall is the easiest way to launch a fully branded merch store—used by big brands like MKBHD, Acquired, & even the Smithsonian. 100+ products. No upfront cost. Visit Fourthwall to start today: https://fourthwall.com/Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourcery Follow Sourcery for the latest updates! https://www.sourcery.vc/ TIMESTAMPS: 00:00 - $75M Series B Led by Sequoia 03:12- The Journey to Nominal: Backgrounds and Convictions 06:01 - Market Opportunities & Challenges in Aerospace and Defense 08:58 - Continuous Hardware Testing: The Future of Development 11:48 - Nominal's Unified Operating Platform: Features and Benefits 15:03 - The Role of Connect in Hardware Testing 17:55 - Trends and Predictions in the Defense Sector 20:48 - Navigating the Supply Chain and Testing Landscape 23:48 - The Importance of Collaboration with Primes 26:49 - Delta Qualification: Accelerating Hardware Development 34:06 - Nominal's Products: Core and Connect 44:27 - Scaling Success with Nominal 48:21 - Performance Management in Complex Industries 52:10 - Case Studies: Aerospace, Nuclear, and Maritime 01:00:24 - Efficiency Gains & Cost Savings for Customers 01:03:20 - Navigating Innovation in a Rapidly Changing Landscape 01:06:49 - Go-to-Market Strategies for Diverse Customers 01:09:10 - Building a Talented Team for Growth 01:14:57 - Lessons from Fundraising and Future Outlook#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

    1 小时 28 分钟

  4. 6月4日

    Nucleus Launches First Genetically Optimized Embryo

    With $32M in total funding, Nucleus CEO Kian Sadeghi joins Molly to discuss the groundbreaking launch of Nucleus Embryo, a genetic optimization software designed to give children the best possible start in life. Kian explains how the software analyzes comprehensive genetic profiles of embryos, helping parents make informed decisions about traits such as disease risks and physical characteristics. The conversation delves into partnerships with companies like Genomic Prediction, the significance of this innovation in the broader context of the fertility crisis, and the ethical considerations and future implications of genetic optimization. Nucleus also touches on the affordability and accessibility of this technology, ensuring it becomes a universal tool for all prospective parents. Molly on X: https://x.com/MollySOShea Kian on X: https://x.com/KianSadeghi5 Visit Nucleus for Embryo, Family Planning, & Health Testing: https://mynucleus.com/ Brought to you by: Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourcery Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery Fourthwall—The #1 way to sell merch online — Fourthwall is the easiest way to launch a fully branded merch store—used by big brands like MKBHD, Acquired, & even the Smithsonian. 100+ products. No upfront cost. Visit Fourthwall to start today: https://fourthwall.com/ Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourcery Follow Sourcery for the latest updates! https://www.sourcery.vc/ TIMESTAMPS: 0:00 - Kian Sadeghi/Nucleus Intro 0:55 - What is Nucleus Embryo? 2:08 - What does genetic optimization for embryos mean? 4:13 - Why is this now possible vs 5 years ago? 6:11 - The current state of fertility 7:48 - Brex feature 10:53 - How does Nucleus fit into the fertility crisis? 12:20 - Why do you think parents still feel like having children is hitting a lottery ticket? 13:18 - The defining moment for the genetics industry 15:46 - What does this all mean for users? 18:09 - How accurate is your analysis? 19:58 - How far can you take picking out traits for your baby? 22:59 - The controversy and ethics around embryonic selection 24:37 - Kian's message to the critics and sceptics 27:04 - Fourthwall feature 27:53 - The goal is to have anyone and everyone to have access to this 29:02 - What's next for Nucleus? 31:25 - What do you think the best AI will be this month? 32:15 - Will DeepSeek be banned in the US this year? 32:50 - How many times will Trump visit Mar-a-lago this month? 33:20 - What will Tim Cook say during the Apple WWDC event? 35:00 - Thank you for coming on the show Kian

    35 分钟

  5. 5月28日

    How Wander Raised $50M to Reinvent Luxury Travel

    In this episode, John Andrew Entwistle, founder & CEO, breaks down Wander’s explosive growth and recent $50M Series B round led by QED Investors and Fifth Wall, with support from Redpoint, Uncork, Starwood Capital, and Breyer Capital. Wander is building the first vertically integrated platform in vacation rentals, targeting the $35B luxury short-term rental segment with over 1,000 homes, a best-in-class 85 NPS, and 35,000+ nights booked to date. Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourcery Molly on X: https://x.com/MollySOShea Jack on X: https://x.com/jacksharkey11 Brought to you by: Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourcery Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery Follow Sourcery for the latest updates! https://www.sourcery.vc/ TIMESTAMPS: 0:00 - John Andrew Entwistle Introduction 1:00 - Series B Benchmark: $5M–$15M ARR 3:32 - What is Wander? 5:20 - Maintaining a high NPS through various transitions 6:10 - The Unscalable Beginning 8:15 - Building the First Vacation Rental REIT 10:46 - Brex Sponsorship Break 11:48 - Market Size: $35B GMV in Top 5% 13:42 - Customer Experience Philosophy 17:00 - Solving the Marketplace Cold Start Problem 19:15 - Hardest Challenge: The 2022 Crisis 23:47 - Sourcing Premium Properties 25:30 - Favorite Properties and Hidden Gems 28:51 - B2B Opportunities 32:34 - The Technology Stack 36:18 - Founder Background 39:59 - Advice for Young Founders 41:37 - Staying Clear During Rapid Scaling 43:53 - Team Structure and Hiring 48:56 - Efficient Marketing and Operations 51:04 - Demand Generation Strategy 53:22 - Activation Over Growth 55:27 - Business Model Deep Dive 57:59 - Capital Raised: $100M+ 1:00:13 - What to Look for in Investors 1:02:20 - Life Philosophy: The Four Rules 1:06:24 - Looking Forward #podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

    1 小时 8 分钟

  6. 5月23日

    How Whop Hit $1.2B GMV Run Rate with Just 20 Engineers

    Whop CTO Jack Sharkey reveals how they built a $1.2 billion GMV run rate platform with just 20 engineers, processing $108 million monthly & 5+ billion views for 28,000 creators worldwide. Whop has raised $80 million, valued at $800 million. He shares controversial takes on why junior engineers should skip big tech to build their own projects, how AI is making developers 5-10x more productive, and Whop's radical culture of requiring employees to have personal side projects with real users. Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourceryMolly on X: https://x.com/MollySOSheaJack on X: https://x.com/jacksharkey11 Brought to you by: Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourcery Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery Follow Sourcery for the latest updates! https://www.sourcery.vc/ TIMESTAMPS: 0:00 - Jack Sharkey/Whop Intro 1:30 - Whop's Mission, Origin Story & Hyper-growth 4:43 - Whop's Funding & $800M Valuation 15:22 - Key Metrics & Global Growth 22:48 - Engineering Challenges & AI Philosophy 33:26 - Database Migration Deep Dive 40:07 - Company Culture & Side Projects 48:40 - Future Plans & Kalshi Predictions

    54 分钟

  7. 5月16日

    How Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 Space

    Erik Kriessmann, Partner at Altimeter, joins Molly O'Shea to share his journey from leading human capital at Khosla & Index to writing $100+ million checks into Aerospace & Defense at Altimeter's $10 Billion AUM Fund. We go deep into his investment strategies, and his thoughts on key industry trends. Learn about his work with prominent companies like SpaceX, Anduril, and K2 Space, as well as the unique approach Altimeter takes in supporting founders and investing in transformative technologies. Erik also discusses the evolving exit environment, the impact of AI, and future opportunities in aerospace, defense, and hard tech. Don't miss this comprehensive dive into the minds of one of venture capital's most under-the-radar legends. Molly on X: https://x.com/MollySOSheaErik on X: https://x.com/ekriessmannBrought to you by:Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourceryKalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourceryFollow Sourcery for the latest updates! https://www.sourcery.vc/ TIMESTAMPS: 00:00 Introduction 00:49 From Khosla & Index to Altimeter 06:50 Building Relationships & Trust 08:35 Sponsorship Message from Brex 09:38 Investing in Real World Technologies, Aerospace, & Defense 14:19 Deep Dive into Anduril 24:22 Spotlight on K2 Space 29:54 Building a Winning Team 31:41 Recruitment Challenges & Strategies 34:14 Altimeter's Investment Approach 40:28 Evaluating Success in Investments 41:46 Exit Strategies & Market Trends 45:36 Opportunities in Aerospace & Defense 50:58 Kalshi Predictions (AI, Wealthiest Person, SpaceX, Aliens) #podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

    55 分钟

  8. 5月5日

    Bucky Moore Joins $30 Billion AUM Mega Fund Lightspeed

    Bucky Moore joins Molly O'Shea to announce his new role as Partner at $30B AUM Lightspeed Venture Partners. Bucky opens up about his transition from Kleiner Perkins, the decision to join an established platform versus launching his own fund, the structural and economic elements of changing funds, and what it means to invest at the earliest stages during a generational market cycle. We dive deep into the evolution of megafunds, the heat they’re receiving, the shifting LP landscape, and how venture capital is being reshaped by the rise of targeting trillion-dollar outcomes in companies like OpenAI and SpaceX. Bucky shares his insider take on how to win deals in a hyper-competitive market, the importance of long-term founder relationships, and why early-stage investing is still the soul of great VC firms—even at scale. From navigating fund transitions and valuation froth to unpacking the real impact of AI and what makes a high-stake founder, Bucky brings sharp insights and grounded wisdom. He also reflects on the power of gratitude, taste, and team in an increasingly complex venture ecosystem. Molly on X: https://x.com/MollySOShea Bucky on X: https://x.com/buckymoore Follow Sourcery for the latest updates!  https://www.sourcery.vc/ Follow for exclusive Sourcery content & early releases on Passes: https://www.passes.com/mollysoshea TIMESTAMPS: 00:00 - Transition to Lightspeed 01:48 - Why Lightspeed Over Own Fund? Transition Dynamics 05:01 - Mega Funds & Trillion-Dollar Strategies 09:19 - “Venture Arrogance Score” 18:28 - How to Win Competitive Rounds 22:03 - The Importance of ‘Picking’ as a Lead Investor 26:32 - Valuations in Pre-Seed & Seed Rounds 30:46 - The Concept of Taste in Venture Capital 38:02 - Sourcing & Building Relationships with Founders 44:22 - Looking Forward: New Beginnings at Lightspeed #podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

    45 分钟
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Interviews with the top VCs & Founders leading the next tech innovation cycle.

信息

  • 创作者
    Sourcery with Molly O'Shea
  • 活跃年份
    2024年 - 2025年
  • 单集
    56
  • 分级
    儿童不宜
  • 版权
    © Sourcery with Molly O'Shea
  • 节目网站
    Sourcery

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