Technology

Sourcery

Interviews with the top Investors, CEOs, & Founders

Latest Episodes:

How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders Jun 17, 2025

Show notes

Paul Klein IV, founder & CEO of Browserbase, announces their $40M Series B at a $300M valuation led by Notable Capital. Browserbase has raised $67.5M in total funding in just 15 months (!!) since founding the company. Existing investors include big Silicon Valley funds like Kleiner Perkins, CRV, Basecase, and more.

Paul shares how Browserbase is powering the next generation of AI agents and “vibe coders” by providing programmable, cloud-hosted browser infrastructure—what he calls “Twilio for headless browsers.”

Special thank you to John at Strike Capital for the introduction, as well as Bucky Moore and Turner Novak for some incredible questions. This is an awesome interview.

We cover:

* How Browserbase works and real-world automation use cases

* Round dynamics, fundraising strategy & investor support

* Their all-star angel network: Jeff Lawson (Twilio), Patrick Collison (Stripe), Guillermo Rauch (Vercel), founders of Okta, Stitch, WorkOS, and more

* The evolution of their brand (emoji story)

* Go-to-market strategy and scaling past 1,000 customers

* Launching Director.ai for “vibe coders”

* The future of AI agents, authentication, and automation

* Paul’s solo founder journey and team culture in SF

Whether you’re building an agent, automating legacy workflows, or just curious how infra startups are scaling fast in AI, this one’s for you.

Check out Browserbase: https://www.browserbase.com/

Molly on X: https://x.com/MollySOShea

Paul on X: https://x.com/pk_iv

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TIMESTAMPS:

00:00 - Series B Fundraise Announcement

02:21 - Introduction to Browserbase

04:04 - Use Cases & Applications

07:56 - Customer Growth & Product Development

10:48 - GTM & Branding Strategies

22:53 - AI Agent Ecosystem & Authentication

28:08 - AI Regulation & Deep Fakes

30:07 - Launching Director AI

30:54 - Empowering Vibe Coders

33:52 - Customer Service & Team Composition

41:28 - Why Founding a Startup Should Be Last Resort

44:38 - Managing Performance As A Solo Founder

48:38 - Future Outlook & Kalshi Predictions

#Browserbase #AIInfrastructure #PaulKlein #Startups #Automation #SeriesB #AIagents #DeveloperTools #VibeCoders #podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board Jun 12, 2025

Show notes

Cameron McCord, CEO & Founder of Nominal, discuss their recent $75 million Series B round led by Sequoia, bringing their total funding to over $100 million. With this funding, #1 on the Midas list investor, Alfred Lin of Sequoia is joining their board.

Alongside Stephen Slattery, Growth & Product at Nominal, they delve into Nominal’s rapid 10-day funding process, driven by thorough due diligence and their impressive customer testimonials. We go deeper into their innovative core products, Core and Connect, for hardware testing, software management, and their impressive traction in aerospace, defense, energy, and maritime industries. Closing large early customers like Shield AI, Antares, and Vatn.

Cameron and Steven, share insights into their backgrounds, including experiences in the US Navy, Anduril, SpaceX, and other prestigious institutions, and how these experiences led them to create Nominal. Learn how Nominal accelerates testing processes, the company’s growth strategies, and the unique challenges and advancements in the hardware sector. Plus, Cameron’s fascinating background as a submarine officer.

Molly on X: https://x.com/MollySOSheaCameron on X: https://x.com/cameronlmccord

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TIMESTAMPS:

00:00 - $75M Series B Led by Sequoia

03:12- The Journey to Nominal: Backgrounds and Convictions

06:01 - Market Opportunities & Challenges in Aerospace and Defense

08:58 - Continuous Hardware Testing: The Future of Development

11:48 - Nominal's Unified Operating Platform: Features and Benefits

15:03 - The Role of Connect in Hardware Testing

17:55 - Trends and Predictions in the Defense Sector

20:48 - Navigating the Supply Chain and Testing Landscape

23:48 - The Importance of Collaboration with Primes

26:49 - Delta Qualification: Accelerating Hardware Development

34:06 - Nominal's Products: Core and Connect

44:27 - Scaling Success with Nominal

48:21 - Performance Management in Complex Industries

52:10 - Case Studies: Aerospace, Nuclear, and Maritime

01:00:24 - Efficiency Gains & Cost Savings for Customers

01:03:20 - Navigating Innovation in a Rapidly Changing Landscape

01:06:49 - Go-to-Market Strategies for Diverse Customers

01:09:10 - Building a Talented Team for Growth

01:14:57 - Lessons from Fundraising and Future Outlook#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

Nucleus Launches First Genetically Optimized Embryo Jun 04, 2025

Show notes

With $32M in total funding, Nucleus CEO Kian Sadeghi joins Molly to discuss the groundbreaking launch of Nucleus Embryo, a genetic optimization software designed to give children the best possible start in life. Kian explains how the software analyzes comprehensive genetic profiles of embryos, helping parents make informed decisions about traits such as disease risks and physical characteristics.

The conversation delves into partnerships with companies like Genomic Prediction, the significance of this innovation in the broader context of the fertility crisis, and the ethical considerations and future implications of genetic optimization. Nucleus also touches on the affordability and accessibility of this technology, ensuring it becomes a universal tool for all prospective parents.

Molly on X: https://x.com/MollySOShea

Kian on X: https://x.com/KianSadeghi5

Visit Nucleus for Embryo, Family Planning, & Health Testing: https://mynucleus.com/

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TIMESTAMPS:

0:00 - Kian Sadeghi/Nucleus Intro

0:55 - What is Nucleus Embryo?

2:08 - What does genetic optimization for embryos mean?

4:13 - Why is this now possible vs 5 years ago?

6:11 - The current state of fertility

7:48 - Brex feature

10:53 - How does Nucleus fit into the fertility crisis?

12:20 - Why do you think parents still feel like having children is hitting a lottery ticket?

13:18 - The defining moment for the genetics industry

15:46 - What does this all mean for users?

18:09 - How accurate is your analysis?

19:58 - How far can you take picking out traits for your baby?

22:59 - The controversy and ethics around embryonic selection

24:37 - Kian's message to the critics and sceptics

27:04 - Fourthwall feature

27:53 - The goal is to have anyone and everyone to have access to this

29:02 - What's next for Nucleus?

31:25 - What do you think the best AI will be this month?

32:15 - Will DeepSeek be banned in the US this year?

32:50 - How many times will Trump visit Mar-a-lago this month?

33:20 - What will Tim Cook say during the Apple WWDC event?

35:00 - Thank you for coming on the show Kian

How Wander Raised $50M to Reinvent Luxury Travel May 28, 2025

Show notes

In this episode, John Andrew Entwistle, founder & CEO, breaks down Wander’s explosive growth and recent $50M Series B round led by QED Investors and Fifth Wall, with support from Redpoint, Uncork, Starwood Capital, and Breyer Capital.

Wander is building the first vertically integrated platform in vacation rentals, targeting the $35B luxury short-term rental segment with over 1,000 homes, a best-in-class 85 NPS, and 35,000+ nights booked to date.

Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourcery

Molly on X: https://x.com/MollySOShea

Jack on X: https://x.com/jacksharkey11

Brought to you by:

Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery

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TIMESTAMPS:

0:00 - John Andrew Entwistle Introduction

1:00 - Series B Benchmark: $5M–$15M ARR

3:32 - What is Wander?

5:20 - Maintaining a high NPS through various transitions

6:10 - The Unscalable Beginning

8:15 - Building the First Vacation Rental REIT

10:46 - Brex Sponsorship Break

11:48 - Market Size: $35B GMV in Top 5%

13:42 - Customer Experience Philosophy

17:00 - Solving the Marketplace Cold Start Problem

19:15 - Hardest Challenge: The 2022 Crisis

23:47 - Sourcing Premium Properties

25:30 - Favorite Properties and Hidden Gems

28:51 - B2B Opportunities

32:34 - The Technology Stack

36:18 - Founder Background

39:59 - Advice for Young Founders

41:37 - Staying Clear During Rapid Scaling

43:53 - Team Structure and Hiring

48:56 - Efficient Marketing and Operations

51:04 - Demand Generation Strategy

53:22 - Activation Over Growth

55:27 - Business Model Deep Dive

57:59 - Capital Raised: $100M+

1:00:13 - What to Look for in Investors

1:02:20 - Life Philosophy: The Four Rules

1:06:24 - Looking Forward

#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

How Whop Hit $1.2B GMV Run Rate with Just 20 Engineers May 23, 2025

Show notes

Whop CTO Jack Sharkey reveals how they built a $1.2 billion GMV run rate platform with just 20 engineers, processing $108 million monthly & 5+ billion views for 28,000 creators worldwide. Whop has raised $80 million, valued at $800 million. He shares controversial takes on why junior engineers should skip big tech to build their own projects, how AI is making developers 5-10x more productive, and Whop's radical culture of requiring employees to have personal side projects with real users.

Earn Sourcery Content Rewards: https://whop.com/sourcery/?a=sourceryMolly on X: https://x.com/MollySOSheaJack on X: https://x.com/jacksharkey11

Brought to you by:

Kalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourcery

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TIMESTAMPS:

0:00 - Jack Sharkey/Whop Intro

1:30 - Whop's Mission, Origin Story & Hyper-growth

4:43 - Whop's Funding & $800M Valuation

15:22 - Key Metrics & Global Growth

22:48 - Engineering Challenges & AI Philosophy

33:26 - Database Migration Deep Dive

40:07 - Company Culture & Side Projects

48:40 - Future Plans & Kalshi Predictions

How Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 Space May 16, 2025

Show notes

Erik Kriessmann, Partner at Altimeter, joins Molly O'Shea to share his journey from leading human capital at Khosla & Index to writing $100+ million checks into Aerospace & Defense at Altimeter's $10 Billion AUM Fund. We go deep into his investment strategies, and his thoughts on key industry trends.

Learn about his work with prominent companies like SpaceX, Anduril, and K2 Space, as well as the unique approach Altimeter takes in supporting founders and investing in transformative technologies.

Erik also discusses the evolving exit environment, the impact of AI, and future opportunities in aerospace, defense, and hard tech. Don't miss this comprehensive dive into the minds of one of venture capital's most under-the-radar legends.

Molly on X: https://x.com/MollySOSheaErik on X: https://x.com/ekriessmannBrought to you by:Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery listener, you can unlock up to $500 toward Brex travel or $300 in cash back, plus exclusive perks to help you move even faster: https://brex.com/sourceryKalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourceryFollow Sourcery for the latest updates! https://www.sourcery.vc/

TIMESTAMPS:

00:00 Introduction

00:49 From Khosla & Index to Altimeter

06:50 Building Relationships & Trust

08:35 Sponsorship Message from Brex

09:38 Investing in Real World Technologies, Aerospace, & Defense

14:19 Deep Dive into Anduril

24:22 Spotlight on K2 Space

29:54 Building a Winning Team

31:41 Recruitment Challenges & Strategies

34:14 Altimeter's Investment Approach

40:28 Evaluating Success in Investments

41:46 Exit Strategies & Market Trends

45:36 Opportunities in Aerospace & Defense

50:58 Kalshi Predictions (AI, Wealthiest Person, SpaceX, Aliens)

#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

Bucky Moore Joins $30 Billion AUM Mega Fund Lightspeed May 05, 2025

Show notes

Bucky Moore joins Molly O'Shea to announce his new role as Partner at $30B AUM Lightspeed Venture Partners. Bucky opens up about his transition from Kleiner Perkins, the decision to join an established platform versus launching his own fund, the structural and economic elements of changing funds, and what it means to invest at the earliest stages during a generational market cycle.

We dive deep into the evolution of megafunds, the heat they’re receiving, the shifting LP landscape, and how venture capital is being reshaped by the rise of targeting trillion-dollar outcomes in companies like OpenAI and SpaceX. Bucky shares his insider take on how to win deals in a hyper-competitive market, the importance of long-term founder relationships, and why early-stage investing is still the soul of great VC firms—even at scale.

From navigating fund transitions and valuation froth to unpacking the real impact of AI and what makes a high-stake founder, Bucky brings sharp insights and grounded wisdom. He also reflects on the power of gratitude, taste, and team in an increasingly complex venture ecosystem.

Molly on X: https://x.com/MollySOShea

Bucky on X: https://x.com/buckymoore

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TIMESTAMPS:

00:00 - Transition to Lightspeed

01:48 - Why Lightspeed Over Own Fund? Transition Dynamics

05:01 - Mega Funds & Trillion-Dollar Strategies

09:19 - “Venture Arrogance Score”

18:28 - How to Win Competitive Rounds

22:03 - The Importance of ‘Picking’ as a Lead Investor

26:32 - Valuations in Pre-Seed & Seed Rounds

30:46 - The Concept of Taste in Venture Capital

38:02 - Sourcing & Building Relationships with Founders

44:22 - Looking Forward: New Beginnings at Lightspeed

#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

Windsurf: The Making of a Billion-Dollar AI Company May 02, 2025

Show notes

Leigh Marie Braswell, Partner at Kleiner Perkins, speaks with Molly O'Shea on the rise of AI and its impact on venture capital. We discuss KP's 21st venture fund, KP21, an $825M fund to back early stage companies, and their third select fund, KP Select III, a $1.2 billion fund to back high inflection investments. We also go deeper into key AI infrastructure trends and machine learning applications, investments in companies like Windsurf, Glean, and Ambience, and the evolution of Kleiner Perkins over its 50+ years. Learn about the firm's investment strategy, the significance of maintaining a small team, and the process of finding exceptional talent. Leigh Marie also shares her background at Scale AI and insights into creating 'talent vortexes.' A must-watch for entrepreneurs, investors, and AI enthusiasts.

Leigh Marie Braswell is a Partner at Kleiner Perkins, where she focuses on investing in infrastructure and machine learning (ML) application startups. She joined the firm in 2023 after serving as a Principal at Founders Fund. Previously, she was an early engineer and the first product manager at Scale AI, leading development for 3D annotation products used in autonomous vehicles, robotics, and AR/VR.

Molly on X: https://x.com/MollySOShea

Guest on X: https://x.com/ttunguz

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TIMESTAMPS:

00:00 Introduction

00:25 $10B+ AUM: Kleiner's Legendary Generational Transformation

08:08 Windsurf: Angel Investment to Potential $3B Acquisition

18:21 Hyper-Competitive AI Landscape

25:43 ARR, Fraud, & Scams

31:52 Code-Gen Competition: Cursor, Devin, Copilot, Windsurf

35:48 Key Trends in AI Infra & ML Applications

40:13 Leigh Marie's Background & Scale AI Journey

46:17 Talent Vortexes & Investing

52:34 Seed-Strapped Companies & Growth

58:37 Poker Nights & Networking

01:03:05 Looking Forward: AI and Founders

Superpower Raises $30M Series A Led by Forerunner Apr 22, 2025

Show notes

Jacob Peters, CEO & Co-Founder of Superpower, shares their recent $30 million Series A funding led by Forerunner Ventures. We go deeper into their ambitious vision of having an AI doctor in everyone's pocket and his own personal health journey that inspired the creation of Superpower.

Superpower aims to provide a holistic and data-driven alternative to traditional medicine, offering personalized insights and actions to improve overall health. He also shares the meticulous steps taken to build the Superpower brand, including the creation of 'the world's healthiest hoodie' and securing the superpower.com domain. Get a glimpse into the future of healthcare, the challenges of the current medical system, and how Superpower plans to disrupt the industry for the better.

Molly on X: https://x.com/MollySOShea

Jacob on X: https://x.com/j__cub?lang=en

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TIMESTAMPS:

00:00 - Welcome Jacob To Sourcery!

00:49 - $30 Million Series A Led by Forerunner

03:57 - Building a Brand: The Story Behind Superpower

08:02 - Securing the Superpower Domain & Social Handles

14:41 - The "Healthiest Hoodie" Ever Made

17:54 - Jacob's Personal Journey & Founding of Superpower

22:03 - Misaligned Health System Incentives

25:06 - Holistic Medicine & Concierge Care

25:48 - The Birth of a Health Company

30:50 - The Shocking State of American Health

33:42 - Revolutionizing Healthcare with AI

34:02 - Building a Mission-Driven Team

36:56 - Comprehensive Health Testing

45:29 - Future of Healthcare & Business Model

#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley

How Autopilot REVEALS Political Insider Trading | Chris Josephs Apr 18, 2025

Show notes

Chris Josephs, Co-Founder of Autopilot, dives into the intricacies of political insider trading, the venture-backed journey of Autopilot, and their innovative growth strategies. Chris discusses the evolution from their social investing app, Iris, to launching Autopilot, which allows retail investors to follow top investors' portfolios.

We explore high-profile topics including Nancy Pelosi's trading patterns, the history and nuances of insider trading laws, and the potential impact of banning politicians from stock trading. Discover the secret sauce behind Autopilot's viral growth, their creative marketing tactics, and what lies ahead for the company as they partner with creators to further democratize investment opportunities.

Whether you're an investor, entrepreneur, or simply curious about the intersection of technology, politics, and finance, this conversation is packed with insights and actionable takeaways.

DISCLAIMER: Not Financial Advice. For entertainment purposes only.

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Molly on X: https://x.com/MollySOShea

Chris on X: https://x.com/Chrisjjosephs

TIMESTAMPS:

00:00 - The Hypocrisy of Politicians Trading Stocks

00:42 - Introducing Chris Josephs of Autopilot & Nancy Pelosi Stock Tracker

02:03 - The Evolution of Insider Trading

05:43 - The Stock Act and Its Loopholes

08:58 - The Richard Burr Scandal

11:45 - AOC's Push for a Trading Ban