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    Technology

    Sourcery

    Interviews with the top Investors, CEOs, & Founders

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    Latest Episodes:
    "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch Jul 10, 2026
    Show notes

    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. Carta. Together AI. Diamond Foundry. Crusoe. Flock Safety. Substrate. Brave. Depop. Calm. Fivetran. Zappos.

    Cyan joins Sourcery at Long Journey's HQ to break down how she actually sources deals, why she refuses to chase hot rounds, and what she is buying next in nanotech and biotech. She found Niantic in a customer support inbox at Hint Water. She found Uber by asking taxi drivers what their day was actually like. Her point is that the alpha is in paying attention, and that the best investments arrive as a feeling before they arrive as a thesis.


    Cyan Banister: https://x.com/cyantist

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/810VlN3lkqQ


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’

    (00:00) Cyan Banister, Long Journey Ventures

    (01:13) Inside Long Journey HQ

    (02:17) The wild story behind the office mural

    (05:32) What Cyan's actual house looks like

    (08:08) What the Long Journey logo actually means

    (10:41) How Cyan became one of Mafia's breakout stars

    (15:42) The first time she's ever had to lie to win

    (16:30) What really happens off-camera at Mafia

    (18:58) The blooper reel nobody's seen yet

    (22:33) The one thing Mafia is missing

    (23:54) Inside Brian Singerman's $40-a-month boardgame club

    (31:36) Cyan's Serendipity

    (43:56) The "why" behind her biggest investments

    (1:01:57) Full list of Cyan's investments

    (1:04:28) All-in on SpaceX

    (1:08:57) Why she never sold a single SpaceX share

    (1:12:53) Top Bets: Becoming Bio + Substrate

    (1:15:52) Why America's reindustrialization moment is now

    (1:19:16) The mentors who shaped who she is today

    (1:22:54) Manifesting Rick Rubin

    (1:24:00) Real take on the Peter Thiel events


    Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel Jul 06, 2026
    Show notes

    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 together for 15 years, and they break down how a generalist team wins competitive deals against flashier names, why late-stage returns are starting to match early-stage top quartile, and how check sizes moved from a $480M first growth fund to single investments north of $500M and, at times, over $1B.

    Topics include Matt's $150M Nebius PIPE, now up 13X, and its $26B Meta deal; the "agentic influence" thesis behind the Lovable investment; Supabase growing 350% on nearly all inbound at 9M developers; Cyera's path from Series A to the highest-valued private security company; token maxing; and three trillion dollar IPOs on the horizon.

    We also get into the hot topics moving tech, AI, and investing right now: the agent economy and real enterprise adoption, the inference buildout and whether infrastructure is the rate limiter, AI optimization replacing SEO as the new distribution channel, the concentration of capital into a handful of late-stage rounds, security as an AI tailwind rather than a casualty after Mythos, the race toward $10 trillion companies, and what it means for retail when SpaceX, and others, finally hit the public markets.


    Miles Clements: https://x.com/mkclements

    Arun Mathew: https://x.com/ammathew

    Matt Weigand: https://x.com/Mweigand13

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/mi4Cpes1dV8


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’


    (00:00) Arun Mathew, Miles Clements, Matt Weigand, Partners at Accel

    (00:49) Meet the Accel growth team

    (01:48) The Facebook deal almost no one believed in

    (06:19) The Thesis behind every Accel bet

    (09:06) The silent strategy behind Accel's biggest wins


    Dylan Field on the โ€œPermanent Underclass of Zero Tasteโ€ Jul 02, 2026
    Show notes

    Figma Co-Founder and CEO Dylan Field joins Sourcery behind-the-scenes at Day 0 of Config 2026, aka the โ€œCoachella for design,โ€ just before 10,000 attendees arrived.

    The headline going around is that โ€œdesign is deadโ€ 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 people actually use from everything else.

    He also points to a shift in who is on the platform. Engineers now come to Figma to take what they built fast with AI and make it beautiful, and designers are giving the kind of feedback that used to come from developers. Design, in his telling, is expanding, not shrinking.

    From there we get into vibe mathing and LLM psychosis, why judgment and empathy do not scale with raw IQ the way math does, why he thinks we are still stuck in a prompting age five years after GPT-3, his three losing rounds on Founders Fund's Mafia game, what the Thiel Fellowship actually gave a 20 year old founder, why he is bullish on SpaceX, and whether Elon Musk is right that a truly special product needs no logo.


    Dylan Field: https://x.com/zoink

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/3xfMDWEVQWY


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’

    (00:00) Dylan Field, Co-Founder & CEO at Figma

    (00:57) Day Zero begins: backstage at Config

    (01:44) The "Coachella for Design" is real

    (02:35) Why Dylan started Config back in 2020

    (03:47) Why "design is dead" is completely wrong

    (06:11) How Figma turned engineers into designers

    (06:54) Inside Config before the crowd arrives

    (07:55) The Config speakers Dylan can't wait to watch

    (11:34) Inside the exclusive Pantone Lounge

    (12:00) The one question every designer gets asked

    (13:16) Getting killed in every single game of Mafia

    (15:33) How to escape the permanent underclass of zero taste

    (19:51) Why execution is cheap but taste is everything

    (22:25) What actually builds a trusted brand

    (25:51) How AI agents are rewiring company structure

    (28:54) The AI safety debate happening right now


    Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. Jun 29, 2026
    Show notes

    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 frontier versus open source demand, and the trillion-dollar question of whether frontier labs hold pricing power. Ev also walks through the coming liquidity shock from the $380B Anthropic round, why late-stage can now beat a Series C, and how venture firms became alternative asset managers.

    Benchmark's AI portfolio spans Mercor, HeyGen, Decart, Manus, Gumloop, Exa, StarCloud, Reducto, Eigen, Cerebras, 11x, Sierra, Fireworks AI, Legora, and LangChain.


    Everett Randle: https://x.com/EverettRandle

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’

    (00:00) Everett Randle, General Partner at Benchmark

    (00:58) Coming off Benchmark's AGM

    (04:05) The Golden rules of Investing are all gone

    (08:58) Who actually has a handle on AI Economics?

    (12:57) Why Benchmark bets on Founders, not Categories

    (15:31) Brad Gerstner's "Age of Inference" Thesis

    (19:07) The most important shift since the Cloud

    (23:55) Inside Gumloop's AI automation canvas

    (26:40) The Token Maxing problem nobody's solving

    (27:25) Ev's "Mom Test" for frontier AI

    (31:33) What happens when frontier models get too cheap

    (34:44) Inside the new funding playbook

    (40:31) Venture Capital became a product, not a firm

    (42:35) The Biggest IPO wave Wall Street's ever seen

    (49:08) The secret behind Benchmark's wildly diverse bets

    (52:54) The mentors who shaped him


    Brian Armstrong: โ€œCapitalism Lifts Everyone Upโ€ Jun 26, 2026
    Show notes

    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 Coinbase, team sizes are shrinking to as few as 1 person, and intelligent routing to open source models is flattening the company's AI cost curve. Brian also gets into economic freedom, his time in Argentina, accredited investor reform, the New York Times, and the mentors he leans on.


    Brian Armstrong: https://x.com/brian_armstrong

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/XLfNlShdATI


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’

    (00:00) Brian Armstrong, Co-Founder & CEO of Coinbase

    (00:45) Backstage before the Announcements drop

    (01:47) Why Tokenized Stocks never worked before until now

    (03:58) Inside Coinbase Advisor: The SEC-Registered AI Investment Agent

    (05:36) The real mission behind every Coinbase product

    (06:55) Does the average American feel economically free?

    (08:42) What Argentina taught Brian about Capitalism

    (11:16) Why younger generations are drifting toward Socialism

    (13:01) What Roblox reveals about the next generation

    (13:57) Why no one in Argentina plans for the future

    (18:17) How Crypto is rewriting financial infrastructure

    (20:20) The Strategy behind Coinbase's "Everything Exchange"

    (21:28) Building the most trusted brand in the Crypto Industry

    (23:49) Prediction Markets, Dry Powder & Reading Market Cycles

    (26:07) The Pre-IPO loophole Coinbase built for everyone else

    (28:18) Why Coinbase wins the super app war

    (29:40) The tweet that got 24 million views

    (32:22) Will AI actually kill jobs?

    (36:03) How Brian stays on top of everything


    Mark Pincus: How to Build Billion-Dollar Products Jun 23, 2026
    Show notes

    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 heโ€™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.

    Pincus covers separating winning instincts from losing ideas, his Proven Better New framework to increase odds of success, why consumer products win on โ€œday 365 retentionโ€ instead of virality, how he represents the โ€˜dumb fucksโ€™ and uses his iPhone home screen as market research, the tech assistant model and other unscalable hiring tactics he learned from Jeff Bezos, his new enterprise AI company Hivemind, how to spot a fake CEO, the 2006 think weekend he hosted with Peter Thiel, Mark Zuckerberg, and Sean Parker, and why he is an AI maximalist who still thinks consumer AI is un-investable. Chapters below.

    Get the book now on Amazon or at lifeatthespeedofplay.com, and follow Mark on X @markpinc.

    Read more and subscribe to our newsletter at sourcery.vc. for more conversations with the operators and investors building the next cycle.


    Mark Pincus: https://x.com/markpinc

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/2z-sSISO9BE


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’

    (00:00) Mark Pincus, Chairman & Founder at Zynga

    (01:07) Why it took so long to write the book

    (01:52) Why the book starts with Elon

    (07:29) How frustration becomes market research

    (08:16) The gap between Airbnb and hotels

    (09:14) Why people don't want flight attendants on private jets

    (13:13) The goal behind Life at the Speed of Play

    (15:07) The instincts vs. ideas framework

    (21:01) Do instincts improve with experience?

    (22:49) A framework for building winning products


    What a $75 Million Airplane Actually Costs to Own Jun 20, 2026
    Show notes

    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 โ€˜Izzyโ€™ Slodowitz is the Founder of Craft, a Part 135 charter operator that also flies supplemental lift for NetJets, Flexjet, and Wheels Up. He turned that flying fleet into something most operators can't offer: an exchange fund built for the founders and early employees whose wealth is locked in a single stock. It takes in that concentrated position tax-deferred and backs it with real aircraft, not the self-storage and real estate that prop up legacy funds. Members diversify out of one position, defer the tax, and keep access to the planes.

    I joined him on one of their Challenger 350โ€™s from Van Nuys to San Francisco to break down what this wave means for private aviation. Who is buying, what it really costs, why jets are appreciating for the first time, and why a generation whose net worth is locked in stock needs a structure the legacy ownership models were never built to offer.

    In this episode:

    • The new-money buyer and the coming aircraft shortage

    • Jet categories and prices, from light jets to the Global 8000

    • Buy vs charter vs jet card vs fractional, and when each makes sense

    • Full cost of ownership: depreciation, pilots, maintenance, and downtime

    • Exchange fund model and why an operating business changes the tax math

    • Bonus depreciation, the 2025 tax bill, and the recapture trap

    • Starlink, hidden fees, safety standards, and selling a jet in under an hour

    Video also features Captain Raz Matus.

    Craft: flycraft.com


    Israel Slodowitz: https://www.linkedin.com/in/israel-slodowitz


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/BKC-6UlXtBw


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc

    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


    Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI Jun 18, 2026
    Show notes

    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 GIC co-leading the most recent $200M round at $11B.

    Niko Grupen is Harvey's Head of Applied Research. Both he and Gabe led the open-sourcing of LAB, the Legal Agent Benchmark, the first open-source benchmark for measuring AI agent performance on real-world legal tasks. LAB covers 1,200+ tasks across 24 practice areas, built with agent-led data generation reviewed by Big Law attorneys. Initial frontier-model results from OpenAI, Anthropic, and DeepMind posted today, with Claude Opus 4.7 leading the leaderboard.

    In this episode, Gabe and Niko sit down with Molly in Harvey's San Francisco speakeasy to break down what LAB measures, why Harvey gave the rubric to its biggest competitors, and what the early results show about long-horizon legal agents. Gabe goes deep on the token economics now hitting application-layer AI: single queries that cost $20, contract reviews that cost $20,000, and why he says Harvey is the largest embeddings consumer for some of the labs. He also covers the multi-model strategy, why open-source matters for law firm conflict risk, & the architectural shift from chat-based products to cloud agents.

    Niko closes with the methodology behind LAB, how Harvey generates synthetic legal data with agent-led generation and lawyer review, and what's next for the open-source legal research community.

    This is the second episode in Sourcery's Harvey series, following the last conversation with co-founder and CEO Winston Weinberg.


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: โ https://youtu.be/NpZbum0lmlI


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc


    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


    Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month Jun 16, 2026
    Show notes

    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 usage that jumped from 1 trillion in January to a projected 12-13 trillion this month.

    "It feels like if you do not constantly change, you are just gonna get so behind that you die as a company right now."

    Winston covers the shift to cloud agents, why Harvey's real competition is the foundation labs (not other legal tech companies), how to reinvent a company every 6 months, the future of vertical models, the billable hour problem coming for every AI buyer, and why every company will eventually sell intelligence.


    Winston Weinberg: https://x.com/winstonweinberg

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/ekXJCDNEmOM


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc

    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

    ๐“๐ˆ๐Œ๐„๐’๐“๐€๐Œ๐๐’

    (00:00) Winston Weinberg, Co-Founder & CEO at Harvey

    (00:45) Inside Harvey HQ

    (03:17) Harvey by the numbers

    (04:11) How Harvey expands globally

    (05:16) Why Harvey employs 200+ lawyers

    (06:30) The philosophy behind Harvey's office

    (07:35) The loudest lunch culture in tech

    (09:03) Winston's favorite room

    (10:04) Eight Airbnbs before a real office

    (12:58) Inside a $300M ARR company

    (14:20) Tripling revenue in under a year

    (15:35) What $1B+ unlocks

    (17:36) Building an AI native company

    (21:10) Convincing lawyers to join tech

    (22:14) The biggest adjustment for lawyers in tech

    (23:26) Build vs buy

    (26:59) What SaaS got away with that AI can't

    (28:39) Financing 13 trillion tokens

    (30:05) Why the labs can't just copy Harvey

    (31:18) Competing with OpenAI and Anthropic

    (32:03) Will the labs start acquiring?


    TBPN, Jack Altman, a16z, Now Itโ€™s Lightspeed's Media Move Jun 15, 2026
    Show notes

    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 Benchmark. Lightspeed's move was to bring in one of the strongest creators in the space and give her a dual mandate: keep building for the mainstream while investing at the earliest stages.

    Molly sits down with Claire to talk about that split role, why Lightspeed bet on it, and what Lightwork will cover. They get into the gap between tech Twitter optimism and mainstream skepticism, the AI bubble question, the jobs narrative, and which AI leaders tell the story best. Claire also breaks down the Lightspeed portfolio she's digging into, from agent infrastructure to an AI-native audit firm.

    About Lightspeed

    Lightspeed is a global, multi-stage, venture capital firm managing over $40B in assets. Since its founding in 2000, Lightspeed has been the first investor and an early backer of some of the most innovative companies in the world including Abridge, Anthropic, Anduril, Castelion, Databricks, Glean, Mistral, Navan, Neko Health, Netskope, Thinking Machines, Reflection AI, Rubrik, Snap, Skild AI, Vinted, Wiz, and more.


    Claire Zau: https://x.com/clairejyz

    Molly Oโ€™Shea: https://x.com/MollySOShea

    Sourcery: โ https://x.com/sourceryy


    ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐‹๐ˆ๐๐Š

    YouTube: https://youtu.be/ht_DuxWLh8M


    ๐’๐๐Ž๐๐’๐Ž๐‘๐’

    โ€ข Brexโ€”The modern finance platform, combining the worldโ€™s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

    โ€ข Turingโ€”Turing delivers top-tier talent, data, and tools to help AI labs improve model performanceโ€”and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

    โ€ข VCXโ€”VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com

    โ€ข Deelโ€”Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

    โ€ข Publicโ€“Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

    โ€ข Mergeโ€”The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev

    Follow Sourcery for the latest updates!

    https://www.sourcery.vc

    Disclosure

    Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


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