Technology

Sourcery

Interviews with the top Investors, CEOs, & Founders

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Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund Mar 15, 2024

Show notes

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

David Weisburd, 10X Capital: Finding Alpha and LP Bias Mar 08, 2024

Show notes

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.

@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

Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions Mar 03, 2024

Show notes

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.

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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

Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies Feb 01, 2024

Show notes

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.

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Resources

Commodity Capital LP Letters
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