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sourcery
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sourcery
@sourceryy
Investing + Tech. Open Sourced. → Newsletter/Podcast | @mollysoshea
LA / NYC / MIA / SF
linktr.ee/sourceryvc
Joined July 2021
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    sourcery
    @sourceryy
    Jun 10, 2025
    a16z just dropped updated Gen AI benchmarks after tracking 100s of startups over 18 months. Key takeaways: 1. AI startups are growing way faster than pre-AI norms B2B: Median ARR hits $2.1M in Year 1 (vs. $1M pre-AI best-in-class) B2C: Median ARR? $4.2M by Month 12 👀 2. Speed
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    sourcery
    @sourceryy
    Jul 31, 2025
    Golf is back. Nostalgia is strong. Happy Gilmore 2 is here. @artlevy's prediction? 90%+ on Rotten Tomatoes. We’ll see… but the ingredients are there.
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    sourcery
    @sourceryy
    Jun 21, 2025
    “Founding a startup should be your last resort.” Those are rare words you hear from a solo founder who just raised $40M in Series B. On the Sourcery podcast, @pk_iv shares his journey as a solo founder, his take on the future of AI agents, fundraising strategies, and more.
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    sourcery
    @sourceryy
    Jul 3, 2025
    Cluely, ElevenLabs, Captions, BeReal, Function Health. Bryan Kim (@kirbyman01) wins competitive deals by showing up. Even if it means flying to London in less than 90min or showing up to the office with steak. That’s how he locked down ElevenLabs and Cluely. In this episode with
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    sourcery
    @sourceryy
    Aug 3, 2025
    AI adoption isn’t just about performance—it’s about trust. Data privacy, model behavior, and information leakage are make-or-break issues. If the AI vendor can’t reflect the promises a hospital or bank makes to its customers, the deal’s off.
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    sourcery
    @sourceryy
    Aug 18, 2025
    Everyone has their favorite model. But people don’t say I’m “Claude-ing” or “Gemini-ing.” They say “I’m ChatGPT-ing” That’s the difference. Distribution wins.
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    sourcery
    @sourceryy
    Jul 11, 2025
    Meta’s Scale AI deal says a lot about how tech giants win. @artlevy, Chief Business Officer of @brexHQ explains why Zuck’s M&A instincts are the gold standard.
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    sourcery
    @sourceryy
    Jun 21, 2025
    $75M in 10 days. No shortcuts, just execution. “From starting formal pitches to signing a term sheet — it was about 10 days. A very intense 10 days.” – @CameronLMcCord , CEO of @Nominal_io Nominal’s $75M Series B led by @sequoia's @Alfred_Lin Lin closed in record time.
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    sourcery
    @sourceryy
    Jun 5, 2025
    Mary Meeker’s 2025 AI Trends is 340 slides... Let's break it down. 1. Generative AI = Fastest Tech Adoption Ever ChatGPT hit 800M weekly users in 17 months—Google needed 11 years to hit the same search volume. Velocity > novelty. 2. Infra Spending Is Exploding The Big Six
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    sourcery
    @sourceryy
    Sep 14, 2023
    Replying to @MollySOShea
    True
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    sourcery
    @sourceryy
    Jul 26, 2025
    Why do billionaires & CEOs like Elon Musk + Mark Zuckerberg take $0 salaries?
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    sourcery
    @sourceryy
    Mar 13, 2025
    Replying to @SauravShroff_
    "at a development cost of less than $100M I think it's a phenomenally good deal for humanity"
    user avatar
    Molly O’Shea
    @MollySOShea
    Nov 1, 2024
    New pod! Aramco of the Moon: @StarpathSpace w/ @SauravShroff5 Fueling Multiplanetary Species, Starting with Lunar Ice Mining - When will we become multiplanetary? - Target dev cost of <$100M - Should the Moon be a State? + Regulatory considerations - Working with ‘extremely
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    sourcery
    @sourceryy
    Aug 5, 2021
    This week's top deals for #FutureOfWork: @gopuff raised $1B in Series H valuing it at $15B, @vardaspace raised $42M in Series A, @inviarobotics raised $30M in Series C, and @Guidewheel1 raised $8M in Series A. Head to mollysoshea.substack.com for the full list.
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    Sourcery | Molly O’Shea | Substack
    From sourcery.vc
  • user avatar
    sourcery
    @sourceryy
    Jul 31, 2025
    Underwriting AI starts with a simple question: what’s holding adoption back? From there, it’s about mapping the risks, testing failure modes, and building the confidence layer that helps companies move forward.
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