Technology

Sourcery

Interviews with the top Investors, CEOs, & Founders

Latest Episodes:

Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” Apr 13, 2026

Show notes

Max Levchin, Co-Founder of PayPal and CEO of Affirm, joins Sourcery for a wide-ranging conversation on building companies, surviving failure, and navigating one of the most important economic shifts in decades.

We start inside Affirm HQ (with a masterclass in espresso) before getting into the story behind onboarding 800,000 Shopify merchants in a week, the lessons from PayPal that still apply today, and why the team is the single biggest determinant of success. Max also breaks down how AI is collapsing the cost and speed of building software — fundamentally reshaping company formation, competition, and the balance between labor and capital.

As intelligence becomes more accessible, he explains why weaker, more “scammy” companies will struggle to survive in a world where both consumers and builders are more informed — raising the overall bar for quality, execution, and truth. In parallel, the widespread availability of AI tools may effectively increase baseline capability across the population, shifting what it means to be skilled, technical, and competitive.

From reading research papers daily to staying ahead of rapid innovation cycles, he explains why this moment in AI may be even more consequential than the internet or mobile — and what it takes to build and lead in it.

This was recorded March 30, 2026.

Topics include:

Building Affirm & scaling under pressure
PayPal lessons & talent density
Why ~85% of startups fail
AI and the collapse of build costs
Why low-quality / scammy companies will get exposed faster
AI raising the baseline capability of builders
Fintech, credit, and changing consumer behavior

Max Levchin: https://x.com/mlevchin

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube : https://youtu.be/yC_dWibdvHY

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—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

• Deel—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

• Public–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

• Merge—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 the AI Garage Powering the Real World Apr 07, 2026

Show notes

We got rare access inside Applied Intuition’s commercial garage with Co-Founders CEO Qasar Younis and CTO Peter Ludwig, where they’re building AI systems that power cars, trucks, mining equipment, defense systems, and more.

In a never-before-seen tour to the public, Applied Intuition showcases where/how real machines across industries are being rebuilt with AI.

Valued at $15B, Applied Intuition is one of the most important companies in physical AI, powering 18 of the top 20 global automakers and deploying autonomy across automotive, trucking, construction, agriculture, and defense.

Inside this garage, you’ll see:

Self-driving cars, trucks, & heavy machinery
Autonomous mining & construction operations
Defense systems & remote-controlled fleets
A unified operating system running across every machine

Qasar and Peter break down how one platform can run everything from a car to a boat to a mining site, and why the future of AI is no longer just software, but systems that move the real world.

This is what “atoms” looks like.

Qasar Younis: https://x.com/qasar

Peter Ludwig: https://www.linkedin.com/in/peterwludwig

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube : https://youtu.be/XhuG-xhw94A

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• Merge—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

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Inside Applied Intuition physical AI garage

(03:00) Cars are a wiring mess

(04:31) Why modern architecture matters

(06:30) From simulators to autonomy

(07:50) Real-time autonomous operations

(08:34) AI solving labor shortages

(10:09) The mobile AI command center

(12:50) How defense became a core focus

(16:20) Becoming more public

(17:10) Connecting mines, ports, and roads

(19:07) Driverless trucks in Japan

(20:09) Why they don’t operate in China

(21:40) Which country is adopting fastest?

(23:00) Scaling a 1400-person AI company

(25:43) New vs old AI players

(27:49) "Bits are out, Atoms are in"

(29:40) Physical AI is just getting started

(32:06) The "Japan corner"

Applied Intuition: The $15B Physical AI Company (You Should Know) Apr 06, 2026

Show notes

Qasar Younis (CEO) & Peter Ludwig (CTO) of Applied Intuition join Sourcery to break down how they’ve quietly built one of the most important AI companies in the world reaching a $15 billion valuation.

Founded in 2017, Applied Intuition is building the infrastructure layer for vehicle intelligence and physical AI, powering systems across automotive, defense, trucking, construction, mining, and agriculture. Today, 18 of the top 20 global automakers and major U.S. Department of Defense programs rely on their software.

The company has raised $1B+ in total funding, including a $600M Series F at a $15B valuation, co-led by BlackRock and Kleiner Perkins, with participation from global investors such as Franklin Templeton, Qatar Investment Authority, Abu Dhabi Investment Council, Premji Invest, Stripes, Greycroft, BAM Elevate, and 137 Ventures.

Existing investors include Fidelity Management & Research Company, General Catalyst, Lux Capital, BOND, Elad Gil, Addition, and Tribe Capital, alongside early backing from Marc Andreessen.

What makes the company especially unique: despite raising over $1B, Applied Intuition has largely not relied on that capital to fund operations, instead building a profitable, capital-efficient business with long-term customer contracts and deep integration across industries

In this conversation, we cover:

Why physical AI is fundamentally different from software AI
How breakthroughs like transformers unlocked real-world autonomy
The company’s horizontal-first strategy across industries
Why they stayed quiet for years—and why that changed
How they deploy autonomy in defense and industrial environments
What hiring looks like in the AI era

Applied Intuition isn’t building another AI app—it’s building the infrastructure for AI in the real world.

Qasar Younis: https://x.com/qasar

Peter Ludwig: https://www.linkedin.com/in/peterwludwig

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube: https://youtu.be/TyLDPNTbkEA

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• Merge—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.

How VCX Put Anthropic & OpenAI Into Public Markets Mar 30, 2026

Show notes

Fundrise CEO Ben Miller joins Sourcery to break down the launch of the Fundrise Growth Tech Fund (NYSE: $VCX) — one of the first publicly traded venture capital funds.

VCX debuted at roughly $700M valuation and surged to ~$6.5B within days, giving over 100,000 investors access to a portfolio of top private companies including Anthropic (~20%), Databricks (~17%), OpenAI (~10%), Anduril, Ramp, and SpaceX.

The timing reflects a broader shift: private markets are now where most value is created. VCX portfolio companies grew ~193% vs ~25% for public tech benchmarks, highlighting the gap between private and public market growth. Meanwhile, IPO timelines have stretched from ~3–5 years to 10–15+ years, meaning public investors are increasingly missing the highest-growth phase.

We discuss how VCX works as a closed-end fund, why it has traded at a premium (despite most closed-end funds trading at discounts), and how Fundrise accessed top-tier companies during the 2022–2023 venture downturn — including buying from distressed sellers and stepping into competitive rounds.

Finally, we explore what comes next: whether public venture capital becomes a standard allocation, how cycles and volatility impact the model, and what happens if public markets begin directly funding private tech at scale.

Topics Covered

VCX launch & NYSE debut dynamics
Portfolio composition (Anthropic, OpenAI, Databricks, SpaceX)
Private vs public market growth gap (193% vs 25%)
Macro shift: value creation moving to private markets
IPO window + why companies stay private longer
How Fundrise sources and wins allocation
Closed-end fund structure, NAV, premiums/discounts
Risks: volatility, cycles, and downside scenarios
Future of venture: rise of public VC funds

Subscribe to Sourcery for more conversations with the founders, investors, and operators shaping the future of tech, markets, and capital.

Benjamin Miller: https://x.com/BenMillerise

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube : https://youtu.be/3-4AZ-p3tv8

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Disclosure

Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office Mar 27, 2026

Show notes

Michel Del Buono, CIO of Andreessen Horowitz’s multi-family office Perennial, breaks down how Silicon Valley’s top founders and investors manage wealth after massive liquidity events.

Perennial was built after Marc Andreessen and Ben Horowitz saw a major gap: traditional wealth managers weren’t delivering institutional-quality investment advice, while institutional asset managers weren’t built for taxable individuals.

In this episode, we go deep on how portfolios should be constructed when you’re managing $50M to $1B+, including how to prepare for potential mega-events like a SpaceX IPO — which could be one of the largest in history.

We cover:

Why most wealth management portfolios are misaligned
The structural flaws of RIAs vs institutional asset managers
How to manage concentrated stock positions pre- and post-IPO
Why venture capital returns are driven by extreme dispersion
How taxes, fees, and structure can drive hundreds of basis points of alpha
Why volatility is one of the biggest opportunities for long-term investors
The rise of multi-family offices in Silicon Valley

Michel also explains why many founders make critical mistakes immediately after their first liquidity event — and how to avoid them.

If you’re building, investing, or approaching a major liquidity event, this is a masterclass in how wealth is actually managed at scale.

Michel Del Buono: https://www.linkedin.com/in/mdelbuono/

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

YouTube : https://youtu.be/eiu81s0iyj8

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Disclosure

How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization Mar 20, 2026

Show notes

Steve Huffman, Co-Founder and CEO of Reddit, joins Sourcery at Reddit's San Francisco HQ for a deep dive into how Reddit became one of the strongest businesses in social media — and why it may be even more important in the AI era.

On its 2-year anniversary as a public company (NYSE: $RDDT), we cover Reddit’s 2024 debut on the New York Stock Exchange (NYSE), including how the company brought its community along for the ride through one of the largest directed share programs in tech IPO history—allowing Reddit users to buy shares at the IPO price.

From $12M in revenue in 2015 to $2.2B in 2025, Reddit has quietly built one of the most durable social platforms on the internet. A core idea from this conversation: Reddit is built on real humans — and as Steve puts it, there needs to be an “ass in seat.”

As AI agents, bots, and synthetic content flood the internet, Reddit is doubling down on authenticity, human conversation, and community-driven moderation — while also becoming one of the most valuable data sources powering top AI models.

We cover:

Reddit’s NYSE IPO and why Steve recommends going public
Why Reddit’s ad business is working while others struggle
How Reddit became critical training data for companies like OpenAI and Google
The “ass in seat” philosophy and why human presence matters
How Reddit handles bots, agents, and AI-generated content
Why Reddit may have cracked the social media business model
Steve’s contrarian take on IPOs and building long-term companies

Reddit by the numbers:

121M Daily Active Uniques
471M+ Weekly Active Uniques
100K+ Active Communities
24B+ Posts & Comments
$2.2B Annual Revenue (2025)

If you want to understand where the internet is heading — and why human communities may matter more than ever — subscribe to Sourcery.

Steve Huffman: https://www.linkedin.com/in/shuffman56/

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube: https://youtu.be/iV-nhcDTvdw

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• VCX—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

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook Mar 17, 2026

Show notes

Alex Bouaziz is the co-founder and CEO of Deel, the global payroll and workforce infrastructure company that has rapidly become the #1 platform for hiring and paying employees worldwide. Founded in 2019, at only 7 years old, Deel has scaled to $1.4B+ ARR, a $17.3B valuation, and 40K+ customers across 150+ countries.

In this conversation, Alex breaks down how Deel became one of the fastest-growing software companies in the world, building the infrastructure that allows companies to hire, manage, and pay talent anywhere globally.

We discuss Deel’s unique M&A playbook, including 10+ acquisitions used to rapidly expand payroll, HR, and compliance capabilities across markets, and how the company has built its own global payroll infrastructure across countries.

Despite its rapid growth, Deel has also achieved profitability while scaling past $1B+ in revenue, an uncommon milestone for a company growing at this speed.

Alex also discusses the company’s recent $17.3B valuation & funding round backed by Ribbit Capital, Coatue, and a16z, how Deel scaled globally, and why he believes AI and autonomous agents will fundamentally reshape the future workforce.

Topics include:

• Scaling Deel to $1.4B+ ARR

• Serving 40K+ companies across 150+ countries

• Deel’s 10+ acquisition M&A strategy

• Building a profitable hypergrowth SaaS company

• The future of global hiring and distributed teams

• How AI agents will transform the workforce

Subscribe to Sourcery for conversations with the founders and investors shaping the future of technology, AI, and global business.

Alex Bouaziz: https://x.com/Bouazizalex

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube : https://youtu.be/Z6rW2hVczn0

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Disclosure

Google closes $32B Wiz - Inside the Biggest Cybersecurity Deal Ever Mar 11, 2026

Show notes

Gili Raanan is the Founder of Cyberstarts and one of the earliest investors behind Wiz, one of the most important cybersecurity companies of the modern era and now a $32B outcome. Before founding Cyberstarts, Gili spent nearly a decade at Sequoia and earlier built and sold 2 security companies to IBM and EMC. He also helped build the first real CAPTCHA implementation and the first web application firewall.

In this conversation, Gili breaks down the Wiz story from the beginning: why he backed the team early with a $6M seed investment, how the company changed direction, what made its product market fit so powerful, and why its go to market motion scaled so unusually fast. He explains what made the founding team exceptional, what he learned from watching Wiz scale from a $66M seed valuation, and why he believes the next great cybersecurity company could be even bigger.

Beyond Wiz, Gili shares the Cyberstarts framework for investing before product, team, or code exists, why he underwrites people over ideas, and how AI agents are changing the future of cybersecurity. Today Cyberstarts has raised $1.5B+ across 7 funds, backed 30 companies, and its portfolio represents over $61B in combined value (50% of the worldwide private cybersecurity companies market).

We cover:

• The early days of Wiz and how the company evolved from seed to a $32B outcome

• Why Wiz achieved such strong product market fit

• What made Assaf and the founding team special

• How Cyberstarts picks founders before there is product or code

• Why Gili believes AI could create the darkest decade in cybersecurity

• What the next generation of $50B–$100B cyber companies could look like

Subscribe for more conversations with top founders, investors, and operators shaping technology, capital, and the future.

Gili Raanan: ⁠https://www.linkedin.com/in/giliraanan/⁠

Molly O’Shea: ⁠https://x.com/MollySOShea⁠

Sourcery: ⁠⁠https://x.com/sourceryy⁠

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube : https://youtu.be/yTlEfdo4MVM

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• ⁠Brex⁠—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. ⁠https://brex.com/sourcery⁠

• ⁠Turing⁠—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. ⁠https://turing.com/sourcery⁠• VCX—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 • ⁠Deel⁠—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

• ⁠Public⁠—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.

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 Mar 06, 2026

Show notes

Thomas Laffont, Co-Founder of $70B AUM Coatue, joins Sourcery to break down how AI is reshaping both private and public markets—from Coatue’s investment in Anthropic’s $30B Series G at a $380B Valuation to the growing volatility AI is introducing across SaaS and the broader tech complex.

Recorded live at the Upfront Summit 2026 in Los Angeles on February 25th, 2026, Laffont shares his take on the Citrini “Global Intelligence Crisis” paper, why boardrooms are rapidly expanding AI spend, and which private companies could emerge as the next “Magnificent 7.”

We discuss:

• Coatue leading Anthropic’s latest funding round (recently hit $19B ARR)

• Why AI coding tools are spreading rapidly inside organizations

• The Citrini paper and how investors should interpret it

• Why SaaS valuations are being repriced

• The “Next Mag 7” candidates in private markets

• Coatue’s philosophy of Big Idea Investing or (“BFI) and risk management

Thomas Laffont: https://www.linkedin.com/in/thomas-laffont-02430914/

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube: https://youtu.be/otqg7UaZb4E

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Disclosure

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Thomas Laffont, Co-Founder Coatue Management

(01:18) The rapid rise of Claude Code

(04:15) Anthropic’s revenue growth and trajectory

(05:25) Where capital is flowing: private vs public markets

(08:10) The Cetrini paper and AI market volatility

(10:15) Are new Claude releases hurting SaaS companies?

(17:22) Will AI reduce the number of engineers?

(19:38) The ATM analogy for AI and jobs

(21:02) Could autonomous agents automate investing?

(23:18) How Coatue got conviction on Nvidia

(24:18) Why TAM does not matter

(26:43) Running Coatue with his brother Philippe

From SpaceX to $1B in 15 Months: Scott Morton’s Revel Story Feb 26, 2026

Show notes

Revel just raised $150M at a $1.005B valuation — only 15 months after founding.

In this episode of Sourcery, I sit down with Scott Morton, Founder & CEO of Revel, to unpack how he went from designing high-consequence launch control systems at SpaceX to building the unified software platform modernizing hardware test and command systems across aerospace, defense, robotics, and advanced energy.

The $150 million in Series B funding is aimed to accelerate its expansion across aerospace, defense, robotics, and industrial markets. The round was led by Index Ventures, with major participation from Redpoint Ventures and returning investors Thrive Capital, Felicis, and Abstract Ventures, as well as prominent angels such as Dylan Field, Figma's co-founder and CEO.

Revel replaces decades-old infrastructure — much of it built in the 1980s and 1990s — with a modern platform that enables engineers to visually configure hardware systems, monitor live telemetry, and issue commands safely in real time.

We cover:

Why Index Ventures led a preemptive $150M Series B
The SpaceX “T-minus 1 minute” moment that shaped Revel’s philosophy
How Revel helped Impulse increase rocket engine testing frequency by 5–10x
The difference between Revel Test and Revel C2 (Command & Control)
Lessons from Elon Musk on pushing engineers beyond perceived limits
Why Dylan Field (Figma) is a key investor and strategic sounding board

Revel is now working with companies like Impulse, Radiant Nuclear, Astro Mechanica, and others building mission-critical infrastructure for the autonomous age.

This is the story of modernizing the software layer behind physical systems — where one character of code can mean total success… or no launch site.

Subscribe to Sourcery for more deep dives into the founders building the next industrial era.

Scott Morton: https://x.com/scottgmorton

Molly O’Shea: https://x.com/MollySOShea

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube: https://youtu.be/1MkfF1KrD7M

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery