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Sourcery

by Sourcery with Molly O'Shea

Technology

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Latest episodes

Apollo’s Yahoo Playbook, 5 Years After the $5B Deal

October 19, 2026 · 56 min

Apollo bought Yahoo and AOL from Verizon in 2021 for about $5B. 5 years later, Yahoo has returned Apollo’s capital in one of the fastest returning deals in the firm’s history. Jim Lanzone has been CEO of Yahoo since September 2021. Yahoo…
Vercel CEO Guillermo Rauch on Building the Internet for Agents

October 16, 2026 · 1 hr 29 min

Guillermo Rauch, Founder and CEO of Vercel, joins Sourcery from the company's San Francisco headquarters to discuss how AI agents are transforming software development, infrastructure, and the economics of SaaS. Vercel has reportedly…
Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine

October 14, 2026 · 1 hr 10 min

Dr. Nworah Ayogu, MD, MBA, Partner at Thrive Capital, joins Sourcery to discuss how AI is transforming drug discovery, medicine, and the economics of healthcare. A Harvard-trained physician, founding team member of Cityblock Health, former…
Perplexity CEO: SMBs Could Drive the Next Economic Boom

October 12, 2026 · 55 min

Perplexity Founder & CEO Aravind Srinivas believes the next wave of American economic growth could come from smaller, AI-native businesses, not just the largest technology companies. Perplexity, valued at ~$20B with more than $2B in…
USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano

October 8, 2026 · 1 hr 25 min

USV spent 20 years keeping its funds small on purpose. Its new $900M raise is the largest fund cycle in the firm’s history. I sat down with USV General Partners Fred Wilson, Rebecca Kaden and Michael Mignano at the firm’s New York office…

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John Collison, Stripe: AI Agents Will Rewire the Internet

October 5, 2026 · 28 min

John Collison, Co-Founder of Stripe, on how AI agents are changing commerce, payments and the internet itself. I sat down with John at Browserbase Navigate to talk agentic commerce, computer use, cybersecurity and why Stripe considers 2026…
Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

October 2, 2026 · 59 min

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…
Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor

October 1, 2026 · 1 hr 2 min

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…
IMEC Says Today’s AI Will Look Ancient in 10 Years

September 30, 2026 · 14 min

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…
The $500B Opportunity in Europe’s Defense Buildout

September 30, 2026 · 22 min

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…
The $10T AI Buildout Has a Photonics Problem

September 30, 2026 · 33 min

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…
The $3B Company Trying to Beat Amazon Prime

September 29, 2026 · 15 min

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…