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Molly O'Shea

Founder & Host, Sourcery

Search every verified Molly O'Shea interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Molly O'Shea, founder and host of the podcast Sourcery, has continued to publish interviews with technology and investment leaders over the past two months. Her recent episodes have featured conversations with executives including Yahoo CEO Jim Lanzone, Vercel CEO Guillermo Rauch, Stripe co-founder John Collison, and Perplexity CEO Aravind Srinivas, among others. Topics covered in these discussions have included AI agents' growing role in software deployment, the economics of AI infrastructure, and the future of commerce and payments. O'Shea has also conducted interviews at events such as the All-In Summit and the Strike Summit in Monaco, covering subjects ranging from European defense spending to heart health screening initiatives. In her interviews, O'Shea has asked guests about their business strategies, growth metrics, and perspectives on AI's impact across industries. She has also solicited "hot takes" from guests, prompting them to share personal views on topics such as AI product design, sales culture, and the value of physical businesses versus technology companies. O'Shea has promoted her newsletter and podcast subscriptions at the conclusion of episodes, directing listeners to sorcery.vc and various podcast platforms.

Recent appearances

  • AI Agents Could Drive 10,000x More Web Activity | Former Twitter CEO

    October 24, 2026 · 📺 Sourcery with Molly O'Shea

    Former Twitter CEO & CTO Parag Agrawal predicts AI agents could drive another 5,000–10,000x increase in web usage, fundamentally transforming how the internet operates and makes money. Now Founder & CEO of $2 Billion Parallel Web Systems, Parag is building the search infrastructure for an internet where AI agents, not humans, become the primary users. With a reported $230M raised, customers including Harvey and Notion, and a team that has grown 4x this year, Parallel is positioning itself at the center of the AI infrastructure boom. Recorded at Index Ventures in San Francisco, we discuss the…

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  • How Apollo Turned Yahoo Into One of Its Fastest-Returning Deals

    October 19, 2026 · 📺 Sourcery with Molly O'Shea

    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 ranks among the top 5 internet companies in the US, reaching roughly 90% of the American online population and 700M users globally each month across Finance, Sports, Mail, News, and Search. Jim previously served as CEO of Tinder, CBS Interactive, where he launched CBS All Access (now Paramount+), and Ask Jeeves, and co-founded eTour. He sits on the board of S…

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  • 60% of Vercel Deployments Are Now Shipped by AI Agents

    October 16, 2026 · 📺 Sourcery with Molly O'Shea

    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 reached $600M in annualized revenue, growing 148% YoY, with more than 485,000 paying teams and a $9.3B valuation. Its infrastructure powers applications for OpenAI, Meta, Stripe, Shopify, DoorDash, and more. AI agents now account for 60% of Vercel deployments, up from just 3% at the beginning of 2026. Guillermo explains why coding is becoming dramatically cheape…

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  • Thrive Capital’s Dr. Nworah Ayogu on Why Neuralink Is More Interesting Than SpaceX

    October 14, 2026 · 📺 Sourcery with Molly O'Shea

    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 General Manager of Amazon Clinic and first Chief Medical Officer of Amazon Pharmacy, Nworah is now a partner at Thrive Capital. The investment firm has grown to over $65bn in AUM and its healthcare portfolio includes Neuralink, Nudge, Isomorphic Labs, OpenEvidence, OpenAI, Oscar Health, and Cadence. We cover AI's potential to accelerate drug development, I…

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  • Perplexity CEO: SMBs Could Drive the Next Economic Boom

    October 12, 2026 · 📺 Sourcery with Molly O'Shea

    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 reported funding and backing from NVIDIA, SoftBank, IVP, NEA, Accel, Jeff Bezos, and Elad Gil, has evolved from an AI answer engine into a platform for autonomous agents, research, and knowledge work. I sat down with Aravind at Perplexity's new San Francisco headquarters to discuss the economics of AI, the future of entrepreneurship, and why agents could enable a…

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  • USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano

    October 08, 2026 · 📺 Sourcery with Molly O'Shea

    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 to unpack why one of venture capital’s most disciplined early-stage firms is getting bigger now, and what they think the next era of AI will look like. Together with General Partner Nick Grossman, they’re leading USV into its next chapter. USV was early to Twitter, Coinbase, Stripe, MongoDB, Twilio, Etsy, Duolingo and Abridge. More than 20 years after Fred W…

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  • Stripe’s John Collison: AI Agents Will Rewire the Internet

    October 05, 2026 · 📺 Sourcery with Molly O'Shea

    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 the beginning of the “singularity epoch.” We get into why computer use could be the next major leap in AI, how agents will reshape product discovery and transactions, and why Stripe is rebuilding parts of its infrastructure for AI instead of humans. We also cover Stripe’s acquisitions of Bridge, Privy, Metronome and OpenRouter, usage-based billing, multi-m…

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  • If an AI Model Can Cheat, It Will | Turing CEO on Reward Hacking

    October 02, 2026 · 📺 Sourcery with Molly O'Shea

    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 environments, and why AI agents that can operate for days today could eventually work autonomously for weeks, months and years. Jonathan explains why open-weight models are now roughly 3–6 months behind the frontier, why enterprises are building their own AI systems, and how companies should think about frontier vs. sovereign AI, model routing, distillation and own…

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

    October 01, 2026 · 📺 Sourcery with Molly O'Shea

    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 healthcare investor on the Forbes Midas List multiple times. Her portfolio includes athenahealth, Devoted Health, One Medical, CareBridge, VillageMD, Main Street Health, Komodo Health, and Chai Discovery. Recorded at the New York Stock Exchange, the conversation covers China taking 50% of pharma's outside research dollars, clinical trial reform at the FDA, and…

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

    September 30, 2026 · 📺 Sourcery with Molly O'Shea

    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 to manufacture at scale. Component lead times can stretch into years, certain contracts can take 4–5 years to deliver and modern warfare increasingly requires systems produced in the tens of thousands, hundreds of thousands or even millions. As Aistis Šimaitis puts it, “Volume wins.” I sat down in Monaco with Aistis, Co-Founder & CEO of Onodrim and former he…

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  • We’re Reaching the Physical Limits of Chips

    September 30, 2026 · 📺 Sourcery with Molly O'Shea

    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 is approaching the physical limits of simply making transistors smaller. I sat down with Steven Latré, VP of AI at imec and Thema Board Member, and Adam Chambers of Strike Capital, to talk about what comes after the GPU and where the next wave of value in AI infrastructure could be created. We get into › Why memory is already one of AI's biggest bottleneck…

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  • The $10T AI Buildout Has a Photonics Problem

    September 30, 2026 · 📺 Sourcery with Molly O'Shea

    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 optical interconnects and silicon photonics. I sat down with Thema's Herwig Van Hove and Yannick De Koninck in Monaco to go deep on the photonics supply chain powering the next generation of AI infrastructure. Yannick spent five years at NVIDIA, where he helped build its silicon photonics technology from scratch to product-ready maturity. He left what he c…

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Verified interview transcripts

Notable quotes

“What's interesting is because I came from the investor side. I've been investing my whole career. Now I've been interviewing, and I'm much more a founder now, and I like kind of see myself more in the founder realm than on the investor side. I see the complete bifurcation of how each one of each other like carries the weight. And so the more I see VC content of celebrating themselves, the more I cringe because it's l”

“I think the problem, and maybe this is obviously speculation, but I think the problem with most universities is they sit so far away from where their students get jobs or where their career progresses. And so if you're at a university and you have no partnership, no real connection but job fairs and like five points of removal from the students and where they go next. I think that creates a lot of bifurcation, a lot ”

“It is interesting. Uh, SK Hynix like recently went public. And when you look at the memory world, there's literally three players — like we went so long and there's only three players, and there's massive shortage, as you would know in the chip industry.”

“How has rack composition changed? If you look at kind of for training, one of the challenges that you have is you have to aggregate all of these racks because you need thousands of GPUs together and they have to work in sync, right? As you're training each loop that you're training, you're working in sync. And the problem there was that if any one fails, the whole cluster fails, right? And so you have to put these ch”

“Well I think that there has been a sentiment shift on that because the big LLMs are getting really expensive. We're seeing crazy token maxing bills and so people are shifting towards open-source models and the proliferation of specific models. Do you think that carries weight or is it just going to be Anthropic at the end of the day?”

“Yeah. There's definitely been an unmistakable concentration of capital and maybe interest around a handful of late-stage private companies. We're very fortunate to be a part of a lot of those companies. But the rest of the ecosystem is also growing exponentially and really, really exciting to us. I think of our ability to reflect our conviction in two ways. The first is just earliness of investment. So, ideally we ar”

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