Sourcery
Hosted by Molly O’Shea · 36 decoded episodes · newest Oct 8, 2026
Interviews with the top Investors, CEOs, & Founders
Episodes 36
- Aug 24, 2026 · 39 minRocket Lab CEO Peter Beck outlines vertical integration and national security strategyRocket Lab's shift toward vertical integration and defense contracts provides a blueprint for how modern aerospace companies can challenge traditional launch monopolies.
- Aug 20, 2026 · 60 minColossal Biosciences uses genetic engineering and AI to revive extinct speciesAs global biodiversity declines at an alarming rate, genetic engineering and automated cloning labs are emerging as radical new tools for ecological conservation and restoration.
- Aug 17, 2026 · 59 minPalo Alto Networks CEO warns AI agents are shrinking cyber defense timelinesAs artificial intelligence accelerates the speed of digital attacks, corporate leaders must adapt their security strategies, talent acquisition, and organizational structures to survive.
- Aug 14, 2026 · 1h 27mAppLovin turns lean engineering into an advertising advantageThe conversation examines whether a focused, engineering-led company can extend its mobile advertising edge into new markets and AI-driven growth.
- Aug 14, 2026 · 1h 27mHow AppLovin engineered a $100B comeback using custom AI modelsThis episode reveals the technical and cultural playbook used to rescue a public tech company from a near-total market collapse and position it for a trillion-dollar trajectory.
- Aug 12, 2026 · 20 minNeros Technologies builds massive factory to scale drone production to one million annuallyAs global conflicts demand vast quantities of cheap, expendable hardware, the defense sector is shifting toward high-rate, vertically integrated domestic manufacturing.
- Aug 11, 2026 · 44 minNeros raises $250M to scale domestic military drone productionThe war in Ukraine has revealed that modern conflict requires massive quantities of cheap, expendable drones, forcing the West to rapidly rebuild its industrial manufacturing base.
- Aug 3, 2026 · 25 minBase Power scales home battery manufacturing with one billion dollar Series DAs extreme weather and rising demand strain the electrical grid, vertical integration of home battery manufacturing offers a scalable path to domestic energy independence.
- Jul 31, 2026 · 46 minAssemblyAI processes 120 million weekly voice conversations as infrastructure demand surgesAs voice interfaces transition from simple transcription to context-aware reasoning, the underlying infrastructure must scale to support hundreds of millions of real-time conversations.
- Jul 29, 2026 · 24 minData centers replace copper with optics to solve AI power bottlenecksThe physical limits of copper wiring threaten to stall AI scaling, making the transition to optical connectivity a critical bottleneck for the next generation of data centers.
- Jul 27, 2026 · 43 minCognition CEO explains why Devin writes ninety-five percent of its own codeAs AI labs race to build autonomous agents, Cognition's approach to independent development and internal deployment offers a blueprint for the future of software engineering.
- Jul 22, 2026 · 1h 5mDavid Friedberg proposes tax and Social Security reforms to close wealth gapAs the wealth gap widens and housing costs soar, traditional political solutions fail to address why half of America is locked out of owning productive assets.