Sourcery
Interviews with the top Investors, CEOs, & Founders
10
Inside General Catalyst’s $1.5B AI Roll-Up Machine
<p>Marc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups. </p><p><br></p><p>One of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine dedicated to incubating AI-native companies & acquiring the fragmented services businesses they can transform — a model that sits directly at the intersection of venture creation, operational transformation, & what has traditionally been the realm of private equity.</p><p><br></p><p>Marc explains why the f...
What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund
<p>Bradley Tusk joins Sourcery to discuss what he learned working closely with Travis Kalanick during Uber’s early regulatory battles, and how those experiences shaped his decision to shut down his venture fund and return to an equity-for-services model.</p><p><br></p><p>Bradley explains why Travis was unusually fast, analytical, and willing to challenge institutions, and how that mindset influenced the way Uber approached politics and growth. He also breaks down how the current AI wave is affecting valuations, capital formation, data-center spending, and the broader regulatory environment.</p><p><br></p><p>The conversation covers the re...
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence
<p>Thrive Capital Partner Philip Clark joins Sourcery to break down how one of the most concentrated and influential firms in tech evaluates founders, builds conviction, and partners with companies that reshape the world.</p><p><br></p><p>“Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.”</p><p><br></p><p>In this episode, we go deep on Thrive’s investments in OpenAI, Cursor, Wiz, Nudge, Physical Intelligence, and why Philip believes we’re entering a golden era for hardware...
$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund
<p>a16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security.</p><p><br /></p><p>We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companies are rebuilding core capabilities in nuclear, missiles, autonomy, grid reliability, materials, mining, and industrial operations.</p><p><br /></p><p>David highlights key a16z portfolio companies including Anduril, Radiant Nuclear, Base Power, Exowatt, Apex, Skydio, Flock, Long Eye, and Marian...
Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism
<p>David Ulevitch, General Partner at Andreessen Horowitz (a16z), who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz, the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing.</p><p><br></p><p>David shares how American Dynamism evolved from a meme to a movement within a16z, inspired by Marc and Ben’s early conviction at Netscape that the next wave of great techno...
Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office
<p>Alex Karp, CEO of Palantir, joins Molly O’Shea for a rare look inside Palantir (physically, inside their office). We go deep into their values, vision, and the moral foundation of technology in the AI era.</p><p><br></p><p>Fresh off Palantir’s record-breaking earnings, nearly hitting a $500 billion market-cap milestone, and the release of a new biography The Philosopher in the Valley, this episode explores how Palantir evolved from an outsider idea into one of the world’s most influential software companies.</p><p><br></p><p>Karp breaks down how Palantir’s Artificial Intelligence Platform (AIP) has...
How Ryan Serhant Sold $20B in Real Estate with Media & AI
<p>Ryan Serhant is one of the most successful and well-known real estate entrepreneurs in the world, with over $20 billion in lifetime sales. After leading one of New York City’s top-ranked brokerage teams to more than $4 billion in transactions, he founded SERHANT., a next-generation real estate company built at the intersection of media, technology, education, & sales.</p><p><br></p><p>In this episode, Ryan joins Molly O’Shea to share the full SERHANT.</p>The Future of NYCMedia as the Business Model (Brokerage 3.0)S.MPLE’s $45M Seed Round & AI-Driven SalesAuthenticity, Community, & Brand BuildingThe Netflix Flywheel: Media...
Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities
<p>Alfred Lin, Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities, consistently identifying founders and businesses that redefine entire markets.</p><p><br></p><p>He continues this track record today with next-generation category creators like Profound, which is building AI-powered brand visibility, Nominal, which is powering mission-critical engineering with a unified data stack, and Clay, which evolved into a go-to-market engine by relentlessly adapting...
Inside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-term
<p>Sequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the next generation of outlier founders at the start of their journey. </p><p><br></p><p>Sitting at Number 1 on the Midas list two years in a row, Alfred goes deep to share Sequoia’s company-building philosophy with stories from OpenAI, DoorDash, Kals...
Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy
<p>Michael Barton, Sector Head at Coatue, joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop meme stock saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into how ideas are generated, trades are sized, and risks are managed.</p><p><br></p><p>We cover Coatue’s unique approach, sitting at the intersection of public and private tech investing. And why AI is the biggest tech wave yet, bigger than Web1, Web2...
