Sourcery
Hosted by Molly O’Shea · 35 decoded episodes · newest Oct 5, 2026
Interviews with the top Investors, CEOs, & Founders
Episodes 35
- Oct 5, 2026 · 28 minAI agents challenge the rules of online commerceAs software begins acting for people, businesses must rethink payments, APIs, security, and how they distinguish useful automation from abuse.
- Oct 2, 2026 · 59 minAI’s next leap depends on mastering real workThe episode examines whether safer evaluations, enterprise deployment, and open models can turn frontier AI progress into broad economic gains.
- Oct 1, 2026 · 1h 2mAI forces healthcare investors to rethink discovery, care and valuationThe episode examines whether AI can materially improve healthcare while exposing which companies, founders and markets deserve investor conviction.
- Sep 30, 2026 · 14 minAI’s next bottleneck is moving data, not building GPUsAs transistor scaling slows, the future of AI may depend on scarce memory, power, cooling, manufacturing capacity, and faster connections between components.
- Sep 30, 2026 · 22 minEurope’s defense gap demands industrial scaleUkraine exposed that Europe’s defense challenge is not only technological but also a shortage of manufacturing capacity, affordable components, and effective procurement.
- Sep 30, 2026 · 33 minPhotonics becomes AI infrastructure’s next manufacturing bottleneckAs GPU clusters expand, the availability of optical interconnects and production capacity may constrain AI infrastructure more than model design does.
- Sep 29, 2026 · 13 minDeel turns global infrastructure into a growth engineDeel’s rise shows how local compliance, disciplined sales, and global operating infrastructure can compound into extraordinary growth.
- Sep 29, 2026 · 15 minStord bets fulfillment data can outmaneuver Amazon PrimeThe conversation examines whether logistics companies applying AI and robotics in physical operations can capture more value than the technologies themselves.
- Sep 28, 2026 · 1h 5mFinancial firms turn reputation into a growth engineAs finance expands into retail markets and AI-shaped information ecosystems, reputation increasingly affects talent, capital, deal flow, and trust.
- Sep 27, 2026 · 47 minAll-In hot takes pit AI acceleration against energy and human limitsThe episode captures a defining AI-era argument: scaling intelligence requires abundant power and infrastructure, while its consequences reach into work, politics, food, and the body.
- Sep 22, 2026 · 1h 19mA new school bets builders need projects, not gradesThe academy offers a test of whether an AI-era education can develop ambitious builders outside the university system.
- Sep 21, 2026 · 48 minEclipse bets industrial complexity can beat software scaleAs investment and policy turn toward reshoring, defense, energy, and infrastructure, Eclipse offers a case for building companies where capital and engineering create durable advantages.