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Sourcery
30 episodes
Nikesh Arora, CEO Palo Alto Networks ($PANW)
Aug 17, 2026 · 59 min
Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the cybersecurity giant that has grown from roughly $18 billion in market cap when he joined to around $300 billion today. We sat down at Palo Alto Networks to discuss why Nikesh believes the AI cybersecurity boom is only beginning, how companies will defend themselves against increasingly powerful AI attacks and rogue agents, and why the time between discovering a vulnerability and exploiting it is collapsing. Nikesh also explains why…
How AppLovin Built a $100B Ad Machine
Aug 14, 2026 · 1 hr 27 min
Adam Foroughi, Co-Founder & CEO of AppLovin, and Giovanni Ge, CTO of AppLovin, join Sourcery from AppLovin’s Palo Alto headquarters for a deep dive into the technology and strategy behind its advertising business. Gio joined AppLovin in late 2022, when the company was worth roughly $5.5 billion, and helped architect Axon 2, the recommendation engine that became central to AppLovin’s transformation. The new architecture improved predictions and advertiser returns, helping drive the company’s expa…
Inside Neros’ Factory Built to Make 1 Million Drones a Year
Aug 12, 2026 · 20 min
Sourcery goes inside Neros Technologies’ new 250,000-square-foot Millennium One facility with Co-Founder & CEO Soren Monroe-Anderson. Neros designed the factory with enough space to eventually produce one million drones per year. Today, the company says it is already manufacturing more than 250 drones per day, with engineering, testing, supply chain and production operating under one roof. Soren takes us through Neros’ engineering labs, flight-test operation, drone and ground-station assembly li…
Neros Raises $250M Series C at $2.5B to Build 1 Million Drones a Year
Aug 11, 2026 · 44 min
Soren Monroe-Anderson, Co-Founder & CEO of Neros Technologies, joins Sourcery from the company’s new 250,000-square-foot factory in Torrance following its $250 million Series C at a $2.5 billion post-money valuation. The round, led by Sequoia and American Strategic Technology Fund, comes as Neros expands from its core Archer FPV platform into multiple product lines, including Archer AI and Bandit, its counter-UAS interceptor. Neros is also fresh off a $500 million Army IDIQ and is building towar…
Base Power Hits $13B Valuation on $1B Series D
Aug 3, 2026 · 25 min
Justin Lopas, Co-Founder and COO of Base Power, joins Sourcery at Factory 1 in Austin for the launch of Base Core and the company's $1 billion Series D. The round values Base at $13 billion post-money and is led by Ribbit, Addition, Valor Equity Partners, and JPMorganChase's Strategic Investment Group. Existing investors Thrive Capital, a16z, Lightspeed, Trust Ventures, and CapitalG re-invested, bringing total capital raised past $2.5 billion. Base Core is the largest standalone home battery on…
AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week
Jul 31, 2026 · 46 min
Dylan Fox is the founder and CEO of AssemblyAI, the voice AI infrastructure platform behind AI notetakers, medical scribes, drive through ordering, contact centers and humanoid robots. AssemblyAI went through Y Combinator's first AI batch in 2017 and now serves over 1 million developers with roughly 100 million API calls a day. We get into the volume numbers, why weekly conversations are up over 800% in three years, the three macro trends pulling voice into everything, why coding agents turned s…
The Stock That Went Up 1000% | Lumentum CEO
Jul 29, 2026 · 24 min
Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them. Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking and laser technologies powering AI data centers. Before joining Lumentum in 2025, he served as CEO of Synaptics and previously led Finisar, making him one of the few executives to lead three public technology companies. In this conversation from the RAISE Summit in Paris, Michael explains why AI is f…
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition
Jul 27, 2026 · 43 min
Scott Wu, CEO & Co-Founder of Cognition, joins Sourcery in Paris amid the RAISE AI Summit. Cognition is the applied AI lab behind Devin, the autonomous AI software engineer, and Devin Desktop, formerly Windsurf. The company has raised more than $2.5 billion, including a $1 billion round in May 2026 at a $26 billion valuation, while growing annualized revenue from roughly $37 million to $492 million in a year. Devin now writes roughly 95% of Cognition's own code, total code shipped has grown 7x i…
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
Jul 24, 2026 · 1 hr 9 min
Tony Kim is Managing Director and Head of the Global Technology Team within Fundamental Equities at BlackRock. Recorded at the RAISE Summit in Paris, where Tony spoke on 4 panels, next-gen accelerators with d-Matrix, quantum computing with PsiQuantum, optics in data center design with Lumentum, and XPU and AI chip co-design with Broadcom. Tony breaks down the shift from a software-centric world to a compute-centric one, and why roughly $1 trillion of CapEx this year, and $10 trillion over the ne…
David Friedberg on the Economic Crisis Nobody Wants to Fix
Jul 22, 2026 · 1 hr 5 min
David Friedberg takes America's 250th anniversary as a starting point to ask where does the country actually stand? And how do the bottom 50% get left behind? He argues the wealth gap is widely misunderstood, pointing to roughly $183 trillion in total US household net worth, compared to about $8 trillion held by billionaires and $4 trillion by the bottom half of Americans. His view is that the rich didn't take everything. Instead, the bottom 50% never got to own the productive assets that create…
Data is Back: MongoDB, Databricks, Snowflake
Jul 20, 2026 · 43 min
CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, the return of data sovereignty, & what a bank's real agentic architecture actually looks like. "Data is the unsung hero and data is back. You cannot create an AI application without a great data layer, and your AI application is as good as your data." "You see these hyperscalers, some of them are run…
Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
Jul 19, 2026 · 57 min
Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe. 12 founders, operators, and investors give us their hottest takes on the debates splitting the room right now: is token maxing genius or a waste, is open source dying or about to take over, and are we in a bubble.The disagreements were the best part. Dylan Patel (SemiAnalysis) loves token maxing and says open source is dying quickly, while others call token maxing the wrong approach entirely. Qasar Younis (Applied Intuition) on the…
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Jul 19, 2026 · 41 min
Day 1 of RAISE Summit in Paris, the most high-profile AI summit in Europe. We pulled 10 of the sharpest founders, operators, and investors aside for their hottest takes on the debates defining AI right now.Open source vs closed models dominated the room, alongside agents rewriting how work gets done, the death of the keyboard and mouse, the economics of inference, and physical AI moving from data centers into cars, devices, and even orbit. Real numbers, real disagreements, and a few pieces of br…
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"
Jul 17, 2026 · 60 min
Rodrigo Liang is the CEO and Co-Founder of SambaNova. The company just announced a first close on a $1B round at an $11B valuation, led by General Atlantic with T. Rowe Price and Capital Group participating. Rodrigo has spent 32 years building chips. We covered the 101 of semiconductors and data centers: what inference is, why it is a different problem than training, and why inference will require orders of magnitude more chips than training. He walks through SambaNova's chip lineup from SN10 to…
Fmr SpaceX CIO Ken Venner on Elon, Gwynne, & SpaceX Playbook
Jul 16, 2026 · 16 min
"Elon Musk was really good about keeping the mission as a forefront focus for what we were doing, & just energized everyone to get it done." Now Chief Tech & Product Officer, Senra Systems Ken Venner spent 11 years at Broadcom, joining at 1,000 people and $400 million in revenue and leaving at 10,000 employees and $8.6 billion, across 52 acquisitions. Then he became CIO of SpaceX, where Elon hired him to build the digital nervous system for a 21st century rocket company. The result was Warp Driv…
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck
Jul 15, 2026 · 1 hr 11 min
Senra Systems has closed a $65 million Series B, bringing total funding to over $112 million. The round was co-led by Lowercarbon Capital and Interlagos, with participation from General Catalyst, Sequoia Capital, Andreessen Horowitz, Founders Fund, Dylan Field, CIV, 8VC, The Friedkin Group, Jaws Estates Capital, Sozo Ventures, and Alumni Ventures. Jordan Black, co-founder and CEO of Senra Systems, and Ken Venner, Senra's new Chief Technology and Product Officer, join Sourcery for a full breakdow…
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
Jul 13, 2026 · 33 min
Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris. Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $95B on its first day, this conversation covers the $20B+ OpenAI deal, why inference is the new battleground, the state of the AI data center build-out, and Feldman's take on the circular deals reshaping the industry. We also get into what it means to create 1,000 millionaires, how co-design between hardwar…
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch
Jul 10, 2026 · 1 hr 29 min
Cyan Banister put her entire IronPort exit into SpaceX when the rockets were still blowing up on the launchpad. She never sold. It became the best investment of her life. She is Co-Founder and General Partner at Long Journey Ventures, spent 4 years as a partner at Founders Fund, and with her husband Scott Banister has built one of the most successful angel portfolios in the world across 20+ years of investing together: SpaceX. Anduril. Uber. PayPal. Affirm. Flexport. Postmates. Niantic. Opendoor…
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel
Jul 6, 2026 · 56 min
Accel Partners Arun Mathew, Miles Clements, & Matt Weigand join Sourcery to go deep into the lore of the quiet, yet legendary, Silicon Valley firm. We go back through Accel's 40 years of history, starting with the 10% Facebook stake and the secondary they modeled at 5X, which under-shot the outcome by an order of magnitude, and how the firm now runs a global AI portfolio spanning chips, neoclouds, labs, and applications, with exposure across Cursor, Anthropic, and Nebius. The three have invested…
Dylan Field on the “Permanent Underclass of Zero Taste”
Jul 2, 2026 · 48 min
Figma Co-Founder and CEO Dylan Field joins Sourcery behind-the-scenes at Day 0 of Config 2026, aka the “Coachella for design,” just before 10,000 attendees arrived. The headline going around is that “design is dead” and AI has turned it into a commodity. Field's argument is that the market has this backwards. Anyone can prompt a model into the average, and in a world flooded with templated software the average does not stand out, so taste and a real point of view are what separate the products p…
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..
Jun 29, 2026 · 57 min
Ev Randle, General Partner at Benchmark, joins Sourcery to break down how AI has rewritten the rules of venture and growth investing. Ev explains why the old inverse relationship between scale and risk has collapsed, why the golden rules of SaaS now run in reverse, and how he underwrites AI companies when the spreadsheet no longer does the work. We cover the new AI taxonomy through a P x Q x M lens, the economics of inference and agents, Claude Code at $36,000 per developer, the AI mom test for…
Brian Armstrong: “Capitalism Lifts Everyone Up”
Jun 26, 2026 · 58 min
Brian Armstrong, Co-Founder and CEO of Coinbase, sits down with Sourcery backstage ahead of the Coinbase System Update. We cover tokenized equities, an SEC-registered AI agent advisor, and the unified global liquidity approvals that bring Coinbase's offshore and US order books together. Brian explains why 4 billion people remain unbrokered, how the Everything Exchange works, and where pre-IPO perps fit as nearly $4 trillion in new IPOs come to market. On AI: 1,200 full-time agents now work at Co…
Mark Pincus: How to Build Billion-Dollar Products
Jun 23, 2026 · 1 hr 27 min
Mark Pincus, founder of Zynga and author of the newly released Life at the Speed of Play (HarperCollins, foreword by Reid Hoffman), joins Sourcery to break down the framework he’s used over the past three decades to build hit products. Pincus took games like FarmVille and Words With Friends to more than 1 billion users in 4 years and a $12.7B exit, and was an early investor in Facebook, Twitter, and Polymarket. This conversation is a tactical playbook for builders and the investors backing them.…
What a $75 Million Airplane Actually Costs to Own
Jun 20, 2026 · 1 hr 22 min
We are in the middle of the largest wealth creation event in modern history. SpaceX, OpenAI, Anthropic, Cerebras, Cursor, and more are heading to public markets or trading in secondaries, minting more millionaires and billionaires than ever on over $4 trillion dollars in expected liquidity. Flying private is one of the first things people want after a liquidity event, and it pulls them straight toward $75 million jets, often skipping every step the industry is used to. Israel ‘Izzy’ Slodowitz is…
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI
Jun 18, 2026 · 45 min
Gabe Pereyra is the co-founder and President of Harvey. Before Harvey, he was an AI researcher at Google Brain, DeepMind, and Meta, working on deep learning at both Brain and DeepMind in 2016 and 2017 as the field was taking off. Valued at $11B, Harvey has passed $300M ARR, 960 employees, 2,000 customers, and roughly 13 trillion tokens processed this month. Harvey has raised over $1.2B to date from Sequoia, Kleiner Perkins, GV, Coatue, Elad Gil, the OpenAI Startup Fund, and GIC, with Sequoia and…
Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month
Jun 16, 2026 · 38 min
Winston Weinberg is the CEO and co-founder of Harvey, the $11 billion AI platform now used by 2/3 of the AmLaw 100 and 500+ in-house legal teams including HSBC, Bridgewater, Carvana, and Blue Owl. "I think every single company is going to sell intelligence." In this episode, Winston walks me through Harvey's San Francisco HQ and then sits down to break down the state of the business: roughly $300M ARR (up from $100M last August), 2,000 customers, 960 employees across 12 global offices, and token…
TBPN, Jack Altman, a16z, Now It’s Lightspeed's Media Move
Jun 15, 2026 · 49 min
Claire Zau is a pre-seed and seed investor at Lightspeed and co-host of Lightwork, Lightspeed's new weekly AI podcast with CMO Josh Machiz. She also runs Zauey Talks, where she reaches 350K+ people and 10M+ monthly impressions explaining AI and startups to an audience that mostly does not work in tech. Tech is racing to own direct distribution and auramax to save their lives. a16z acquired Erik Torenberg's Turpentine in 2025, OpenAI acquired TBPN in 2026, and Jack Altman's Uncapped joined Benchm…
SpaceX IPO: Inside the Firm That Owns 1%
Jun 14, 2026 · 30 min
Justin Fishner-Wolfson is Co-Founder and Managing Partner of 137 Ventures, the firm that turned a contrarian read on private markets into a $15B platform and one of the largest SpaceX positions in venture. His firm now owns more than 1% of SpaceX, a stake worth roughly $20B at the company's $1.77T listing valuation. He was on the SpaceX deal team at Founders Fund in 2008, left to start 137, and has since bought into the company roughly two dozen times, mostly through secondaries and tenders, wit…
Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"
Jun 11, 2026 · 51 min
Brian Singerman spent 17 years at Founders Fund, where he helped drive large concentrated investments into companies like SpaceX, Palantir, Airbnb, Stripe, Stemcentrx, Anduril, and Affirm. He recently left to co-found GPx, a new fund backing emerging managers. In this episode we break down the philosophy behind Founders Fund's concentration strategy, how a lifetime of competitive strategy gaming shapes the way he reads founders, and why he is now applying the same framework to GPs instead of com…
Inside Impulse Space's Factory with Founder Tom Mueller (Full Tour)
Jun 4, 2026 · 44 min
Tom Mueller, Founder, CEO and CTO of Impulse Space, (aka Employee #1 at SpaceX) gives Sourcery a walkthrough of the company's Redondo Beach factory, from the avionics clean room to a live rocket engine firing in the vacuum chamber. As SpaceX's founding employee, Tom led development of the engines for Falcon and Dragon and started the origins of what became Starship. His proudest project, the Merlin engine, still flies Falcon 9. In this episode he explains why he left to build the next layer of s…
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