Sourcery

By Sourcery with Molly O'Shea

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

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FAQs about Sourcery:

How many episodes does Sourcery have?

The podcast currently has 78 episodes available.

Sourcery episodes:

April 12, 2024Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101”
In this episode, Molly O'Shea interviews Kyle Harrison, General Partner at Contrary and writer of the popular Investing 101 substack, discusses his career in venture capital and the focus of Contrary. Contrary is a VC fund that backs companies from seed to scale with an emphasis on talent and research. They aim to identify the smartest people early on and support them throughout their careers.

Contrary has a very impressive research arm that produces reports, memos, and conversations to provide insights into private tech companies. Kyle shares his approach to writing and the importance of putting his thoughts into words. The conversation explores the themes of hard work, ambition, and the divide between different work philosophies. It also touches on the power of storytelling and the influence of narratives on shaping reality.

The discussion highlights the importance of nuance and individual beliefs, as well as the cycles of hype and deflation in the tech industry. Overall, the conversation provides insights into the dynamics of the startup ecosystem and the evolving perspectives on work and success.

Follow us on Twitter
https://twitter.com/MollySOShea

https://twitter.com/kwharrison13
Resources
https://www.linkedin.com/in/kyle-harrison-9274b278/

Investing 101: https://investing1012dot0.substack.com/
Popular Investing 101 Pieces
The Blackstone of Innovation: https://investing1012dot0.substack.com/p/the-blackstone-of-innovation

Institutionalized Belief in The Greater Fool: https://investing1012dot0.substack.com/p/institutionalized-belief-in-the-greater

Puritans of Venture Capital: https://investing1012dot0.substack.com/p/the-puritans-of-venture-capital

Historical Futurism: https://investing1012dot0.substack.com/p/historical-futurism

Renaissance of Rise & Grind: https://investing1012dot0.substack.com/p/the-renaissance-of-rise-and-grind
Check out
Contrary: https://www.contrary.com

Contrary Research: https://research.contrary.com
Trending Reports:
SpaceX: https://research.contrary.com/company/spacex

Notion: https://research.contrary.com/reports/notion

SHEIN: https://research.contrary.com/company/shein

Midjourney: https://research.contrary.com/company/midjourney

Ramp: https://research.contrary.com/company/ramp

Anduril: https://research.contrary.com/company/anduril
Deep Dive:
The Openness of AI: https://research.contrary.com/reports/the-openness-of-AI

The Great Bank Unbundling: https://research.contrary.com/reports/great-bank-unbundling

Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
Lyft: https://www.lyft.com/

TVC: https://www.tcv.com/
TIMESTAMPS:
(00:00) Preview and Intro
(00:56) Kyle Harrison: A Journey from Filmmaker to Venture Capitalist
(06:16) The Evolution and Strategy of Contrary VC
(09:35) Open Source Research in Venture Capital
(15:37) Finding And Helping The Greatest People On The Planet
(17:47) Investing 101: The Art of Writing and Reflection
(21:00) Reflecting on Personal Writing: Hits and Misses
(23:17) Exploring the Impact of Social Media and Work Culture
(23:57) The Philosophical Divide in Work Ethic and Ambition
(27:30) Techno Optimism and the Power of Positive Narratives
(28:52) Reflections on Storytelling and Reality
(34:20) The Influence of Location on Perspective and Innovation
(39:07) Looking Forward: The Age of Acquisition and Hype Cycles
(45:56) Wrap
...more
47min
April 05, 2024 Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech
In this episode, Molly O'Shea interviews Morgan Housel, a New York Times bestselling author and partner at The Collaborative Fund. They discuss the role of luck and risk in success, the complexities of genius visionaries like Elon Musk, Steve Jobs, Jensen Huang and more outliers, and the VC mindset.
Follow us on Twitter
* @MollySOShea
* @morganhousel
Resources
* Same as Ever: A Guide to What Never Changes
* The Psychology of Money: Timeless lessons on wealth, greed, and happiness
* Check out Collaborative Fund: https://collabfund.com/
*Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
NVIDIA: https://www.nvidia.com/en-us/
ChatGPT: https://chat.openai.com/
Microsoft: https://www.microsoft.com/en-ph
Facebook: https://www.facebook.com/
Tesla: https://www.tesla.com/
FTX: https://ftx.com/
WeWork: https://www.wework.com/
Chipotle: https://www.chipotle.com/
Timestamps
(00:00) Preview
(01:00) Intro
(01:46) Morgan Housel's Trajectory to Bestselling Author
(06:02) Luck, Virality, and the Unforeseeable Nature of Success
(10:20) Serendipity and Achieving Outlier Success
(13:24) Negative Connotations of Luck or Large Successes
(17:40) Understanding the Complex Personalities of Outliers
(25:46) Morgan's latest: 'The Same as Ever': A Guide to Navigating Change
(29:55) The Slow but Significant Impact of Major Technologies
(34:38) Hype and Reality of Startup Valuations
(40:31) Challenges of Believing In A Company's Future
(45:22) The Future of VC: Adapting to New Realities
(48:05) Surviving and Thriving: Advice for Investors in Tough Times
(50:10) A Light-hearted Finale: The Chipotle Chronicles
(52:17) Wrap

...more
53min
March 29, 2024Chris Power, Hadrian: $10B or Zero, Revitalizing American Manufacturing
In this podcast, Molly O'Shea interviews Chris Power, Founder & CEO of Hadrian, a vertically integrated deep tech manufacturing company. Hadrian recently raised a $117M Series B to support its mission of revitalizing American manufacturing. The company experienced strong customer demand, leading to an accelerated fundraise to meet the needs of large customers and expand its factory and operations to multiple states to support its growth. The company's vertical integration, focus on software and robotics, and emphasis on talent and workforce development, create an industry-leading moat. The conversation covers the importance of manufacturing for global competitiveness, America's position in global politics, building a "Tesla-hard" business, the strong vibe shift in the industry, recruiting and investor momentum, the early days of Hadrian, reflecting and resetting as a scaling Founder, drilling holes in servers, and building for the future.
Hadrian is actively hiring software engineers and other roles to continue scaling its operations. Email: [email protected] or visit https://www.hadrian.co/careers

Follow us on Twitter
@MollySOShea

@2112Power
Resources
Check out Hadrian: https://www.hadrian.co/

Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
Software/ Tech:
Tesla https://www.tesla.com/
Anduril https://www.anduril.com/
Palantir https://www.palantir.com/
Rippling https://www.rippling.com/
SpaceX https://www.spacex.com/
Ramp https://ramp.com/
Netflix https://www.netflix.com/
AWS https://aws.amazon.com/
VC:
Construct Capital https://constructcap.com/
Andreessen Horowitz https://a16z.com/
Founders Fund https://foundersfund.com/
Lux Capital https://www.luxcapital.com/
RTX Ventures https://www.rtx.com/
Timestamps
(00:00) Preview
(02:02) Hadrian's Massive Series B Raise and Mission to Revitalize American Industry
(05:24) The Strategic Decision Behind Hadrian's Emergency Fundraise
(07:32) Chris' Backstory and the Challenges/Opportunities in Manufacturing Software
(12:55) Scaling Operations and the Future of Hadrian's Factories
(14:51) On Hadrian's Vertical Integration and Moat
(18:39) Recruiting and Training: The Backbone of Hadrian's Success
(22:15) Pitching to Software Engineers and the Engineering Challenges at Hadrian
(25:33) Expanding the Team and the Future Goals for Hadrian
(26:52) Chris Power's Bullish Stance on American Manufacturing
(30:42) Vibe Shift in the Venture Capital Ecosystem
(36:10) Foundational Challenges of Deep Tech Startups
(40:28) Reorienting and Resetting While Scaling a Company
(48:26) Future Outlook for Hadrian and Deep Tech Innovation
(51:09) Wrap
...more
52min
March 22, 2024Nick Abouzeid, Rivet: Growth "Hacking" Myths, What Worked at Ramp, & Better Tax Services
In this episode, Molly O'Shea is joined by Nick Abouzeid, co-founder of Rivet, a newly launched corporate and personal tax preparation firm. Prior to starting Rivet, Nick was a growth leader at Ramp, Main Street and Product Hunt. Molly and Nick deep dive on how to really drive growth, the misconceptions around growth marketing, and the supposed 'secret sauces’ strategies. They also discuss why venture-backed fintech startups need to focus on revenue generation in 2024 and why Nick took on venture capital to scale Rivet in a traditionally fragmented tax prep industry.

Follow us on Twitter
@MollySOShea

@Nickabouzeid

Resources
Check out Rivet: https://www.rivet.tax/

Subscribe to Sourcery: https://www.sourcery.vc/

Companies Mentioned
VCs:
XYZ Ventures https://www.xyz.vc/

Shrug Capital https://www.shrug.vc/
Fintech/ Insurance/ Software:
Ramp https://ramp.com/

Deel https://www.deel.com/

Newfront https://www.newfront.com/

AngelList https://www.angellist.com/

Product Hunt https://www.producthunt.com/

MutinyHQ https://www.mutinyhq.com/

Timestamps
(00:00) Preview
(01:02) Intro - Nick Abouzeid
(02:35) Nick's Journey: Product Hunt, AngelList, Mainstreet, Ramp
(05:51) Growth Marketing: No Shortcuts, Just Hard Work
(13:11) Test Your Buttons - A Story About Ramp
(18:32) From Ramp to Rivet
(22:48) Building a Scalable, Venture-Backed Tax Firm
(26:07) Choosing the Name 'Rivet' and Its Significance
(27:41) Long-Term Goals and Aspiring to Be Like Ernst & Young
(29:30) Gaining Customer Trust in a Sensitive Industry
(31:00) Catering to the Wide Range of Tax Needs
(33:39) Partnerships and Future Plans for Rivet
(36:24) Navigating the Fintech Cold Spell and Building a Real Business
(39:51) Advice for Aspiring Founders On When to Make the Leap
(42:18) Wrap
...more
43min
March 15, 2024Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund
In this podcast episode Molly O'Shea interviews Delian Asparouhov, Partner at Founders Fund and Co-Founder and President of Varda Space Industries, who dives into his experience building and investing in biotech, aerospace, and manufacturing.
Asparouhov also discusses the evolution of his investment strategies, the difference between Khosla Ventures and Founders Fund, the evolution of El Segundo, & creating more inclusive cultures.

Resources
Subscribe to Sourcery: https://www.sourcery.vc/

Companies Mentioned
Varda Space Industries https://www.varda.com/

Starlink https://www.starlink.com/

Elektrofi https://www.elektrofi.com/

Halozyme https://halozyme.com/

TSMC https://www.tsmc.com/

Rocketlab https://www.rocketlabusa.com/

Founders Fund https://foundersfund.com/

Khosla Ventures https://www.khoslaventures.com/

Timestamps
(00:00) Preview
(03:03) The Idea Maze That Led to Varda Space Industries
(06:00) The Potential of Low-Earth Orbit Spacecraft
(09:03) Exploring the Economic Viability of Space Manufacturing
(11:15) Navigating the Competitive Landscape of Space Manufacturing
(14:56) On Pharma and Varda's Strategic Business Direction
(20:40) Gravity Research for Space Manufacturing
(25:48) Taking the Plunge into DeepTech: Biotech, Space Tech, & Manufacturing
(28:23) Transitioning from Operator to Investor
(33:31) The Difference Between Khosla Ventures & Founders Fund
(36:58) Miami vs. SF
(40:00) The Future of El Segundo & Creating Inclusive Cultures
(47:06) The Fulfillment of Fatherhood
(52:26) Wrap
...more
53min
March 08, 2024David Weisburd, 10X Capital: Finding Alpha and LP Bias
In this episode, Molly O'Shea talks with David Weisburd, Co-founder and Co-Head of Venture Capital at 10X Capital. They discuss the strategies for achieving alpha in VC, the significance of LP-GP dynamics, VC’s track record on predicting trends versus fads, and delve into David’s AI thesis.

Follow us on Twitter⁠
@MollySOShea

⁠⁠@DWeisburd

Resources
David's Podcast: ⁠https://open.spotify.com/show/2MHgyKMmJgznPI66MLxZfC⁠

David & J-Cal's Podcast: ⁠https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK⁠

OpenLP Powered by Sapphire: ⁠https://openlp.sapphireventures.com/⁠

Subscribe to Sourcery: ⁠⁠https://www.sourcery.vc/
⁠Companies Mentioned
10X Capital https://www.10xcapital.com/

Rabbit https://www.rabbit.tech/

Perplexity AI https://www.perplexity.ai/

Worldcoin https://worldcoin.org/

Timestamps
(00:00) Intro
(00:55) David's Journey in Venture Capital
(02:01) Transition from Venture Capital to Podcasting
(05:25) Podcaster Secrets
(08:42) High-Level Learnings in Venture Capital and Investment Strategy
(10:57) Don't Try to be a Macro Investor
(14:51) The Future of AI
(19:21) Extreme Alpha in VC
(21:45) Unpacking the Systematic Bias in the LP World
(31:55) Advice for Founders and GPs in the Current Market
(35:26) Wrap
...more
36min
March 03, 2024Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions
In this podcast episode, Molly O'Shea interviews Alex Kolicich, founding partner at 8VC, about 8VC’s portfolio construction, the VC ecosystem, the rate of innovation with AI, and the opportunities ahead. The conversation also covers the importance of understanding the limitations to AI and areas where these technologies will likely have the most impact.

Follow us on Twitter
@MollySOShea

@AlexKolicich

Resources
Alex’s Writing: https://www.alexkolicich.com/

Subscribe to Sourcery: https://www.sourcery.vc/

Companies Mentioned
Ollama https://ollama.com/

PerplexityAI https://www.perplexity.ai/

Copilot https://docs.github.com/en/copilot

Magic.dev https://magic.dev/
Timestamps
(00:00) Intro and Alex's Background
(00:54) Origins and Evolution of 8VC
(01:52) Investment Strategy
(07:02) The Current State of VC
(14:09) Alex's Predictions and Insights on AI
(27:13) Alex's Take on Verticalization
(35:15) Moats
(39:11) What's With the Number 8?
(43:31) Advice for Founders - Seed to Series B Stage
...more
49min
February 01, 2024Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies
Summary
In this podcast episode, Molly O'Shea interviews Xander Oltmann about his venture capital fund, Commodity Capital, and his investment thesis on complex, vertically integrated monopolies. They discuss the challenges and opportunities with declining software development costs, if SaaS is really dead, and where AI comes into play. Xander shares his insights on the competition with multi-stage firms and the dislocation in valuations and prices. He also highlights some of the companies in his portfolio, such as Hadrian and Armada, and shares his 2024 predictions.
Follow us on Twitter
Molly O’Shea

Xander Oltmann
Resources
Commodity Capital LP Letters

Subscribe to Sourcery
...more
25min

FAQs about Sourcery:

How many episodes does Sourcery have?

The podcast currently has 78 episodes available.