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@MollySOShea
"ICYMI: September was insane. XX podcast interviews ( $OPEN Keith Rabois Klarna PsiQuantum Factory Ashlee Vance $ACHR $JOBY) XX newsletters (IPOs $NVDA vs Sovereign Wealth Funds PayPal Mafia M&A Thrive Capital) Billboards in Times SQ (thank you @brexHQ rewards) +1M podcast views on in X days @cartainc 🤝Sourcery Defeated YouTube ban Hosted Dinner 20+ Family Offices DoorDash DashPass perks w/ Brex & of course lots of merch. Watch out October. 👀"
X Link @MollySOShea 2025-10-04T15:19Z 22.7K followers, 3864 engagements
"Can I say something without people getting mad @chamath"
X Link @MollySOShea 2025-10-15T13:11Z 22.8K followers, 75K engagements
"Nvidia sell-side forecast. Forecast TY is for about $XXX billion in revenues growing to about $XXX billion in revenues over the next X years. So this year that means that they're selling about 4-5 gigs worth of compute & again most of that's incremental but it's not all incremental that would grow to X gigs of compute in 2029/2030. So that's $XXX or XXX billion. That's the Nvidia consensus revenue forecast." @altcap"
X Link @MollySOShea 2025-10-15T13:53Z 22.7K followers, XXX engagements
"Top X charts on the "AI bubble" from the very last @bg2 with Bill Gurley (@bgurley) Big questions: - Quality of revenues - Are we overbuilding $3T of CapEx buildout expected over the next X years Est 60GWs (not all incremental some replacement & upgrade)"
X Link @MollySOShea 2025-10-15T13:51Z 22.8K followers, 3759 engagements
""If there's one takeaway from founding businesses over my career. it's just as hard to start a small business as it is to start a large business. And it only gets harder the larger the business gets. It only gets more complex." - Joshua Kushner Thrive Capital "I remember it was probably X or X years ago we had made an offer to a CTO. And I remember having dinner with Karlie & I said to her "If he accepts everything will be in a good place." And she said "Josh we've only been together for a couple of years now but you've been saying that for a lot of things & you just have to accept the"
X Link @MollySOShea 2025-09-07T21:52Z 22.8K followers, 40K engagements
"Yesterday just before Ken Griffin hit the stage I had the privilege of moderating a panel with my two favorite MIT math nerds at the Citadel Securities conference. A truly special moment for Kalshi. Both Tarek & Luana began their careers at Citadel (Tarek on the hedge fund side & Luana at Citadel Securities) which made the conversation a full-circle milestone for them both. Its incredible to watch their paths converge as theyve spent nearly X years battling regulation (including suing the government) to build an entirely new era of capital markets. now theyre peers with the industry"
X Link @MollySOShea 2025-10-07T13:36Z 22.7K followers, 116.2K engagements
"I consume a lot of information. A lot of podcasts. A lot of articles. A lot of research. And I honestly cant believe how many people are just parrots of information Im definitely at fault for some of this too but more recently Ive hung out with super high conviction people & their super high conviction was actually something someone else said. True form of thought is incredibly rare"
X Link @MollySOShea 2025-08-10T17:14Z 22.8K followers, 685.2K engagements
"From Seed Series A: What Gets You Funded At this week's @StartupGrind AI Summit I had the privilege of moderating a hot topic data-fueled panel w/ leading early-stage investors: Astasia Myers (@AstasiaMyers) Felicis Tony Wang (@TonyW) XXX Global Patrick Salyer (@patricksalyer) Mayfield We break down the new rules in AI funding: growth expectations revenue defensibility GTM & red flags Presented by Mayfield & Snowflake Funding data provided by @cartainc (00:00) Investment strategies (01:39) Astasia on AI voice models (04:02) ROI of voice-native apps (05:02) Patrick on AI agents & TAMs"
X Link @MollySOShea 2025-10-03T17:37Z 22.8K followers, 37.7K engagements
"RE-BREAKING: Hadrian Raises $260M Series C Led by Delian Asparouhov of Founders Fund & Lux Capital alongside a factory expansion loan facility from Morgan Stanley This brings Hadrians total funding to$500M since founding in 2020 CEO Chris Power (@2112Power) returns to Sourcery to announce @HadrianInc's10x YoY growth expansion plans reindustrializing America AI-powered factories & more. Highlights: (00:00) - Chris Power Returns (01:00) - $260M: @zebulgar Lux Morgan Stanley (03:35) - Factory X in Arizona & expansion (05:10) - Hadrians vision: full-stack production (06:55) - Customers: hardware"
X Link @MollySOShea 2025-07-18T14:04Z 22.7K followers, 106.5K engagements
"BREAKING: Fired by Elon Astronomer Meta & Wendys Alex Cohen Raises $22.5M Series A for Hello Patient Led by Scale Venture Partners Alex Cohen (@anothercohen) has one of the wildest founder journeys in tech. Fired over 11x by Elon Musk Crowdstrike the IRS Harris Campaign & Google. Hes now raised $30M in total for @HelloPatient an AI platform reinventing how healthcare practices engage with patients. In this Sourcery interview he reveals it all. - Storytelling Meme Lord Genius - $22.5M Series A led by Scale (@scalevp) - AI-powered patient engagement across phone text & chat - Live in urgent"
X Link @MollySOShea 2025-09-04T16:11Z 22.8K followers, 292.9K engagements
"BREAKING: AI has eaten the Internet. Data labeling is so over. & $XX trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator Turing Founder & CEO Jonathan Siddharth (@jonsidd) joins Sourcery to break down the severe power shift in AI training: from commodity data labeling expert research Positioning @turingcom apart from AI data providers like Scale AI Mercor & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is used up where will new"
X Link @MollySOShea 2025-10-10T13:49Z 22.8K followers, 63.2K engagements
"Btw Im in Boston rn all I can think of is Dunkin Donuts What else is here"
X Link @MollySOShea 2025-09-06T13:46Z 22.7K followers, 2640 engagements
"BREAKING: Keith Rabois on Opendoor's $OPEN Activist Turnaround Full breakdown. Kaz Nejatian (@CanadaKaz) starts as CEO today. Hi $OPEN Army 👋 (00:00) Welcome @rabois (01:49) Why Keith returned to Opendoor as Chairman (03:28) Appointing Kaz Nejatian as CEO & why leadership is everything (07:57) Activist turnaround playbook: talent cost cuts innovation (09:41) What went wrong: interest rates cost structure & cycles (13:09) AI as the biggest unlock for housing transactions (15:08) The Buy It Now button for homes (17:06) Why selling a home is broken how Opendoor fixes it (22:09) Why DC is"
X Link @MollySOShea 2025-09-15T13:13Z 22.8K followers, 1.1M engagements
"Sam Altman Sydney Sweeney"
X Link @MollySOShea 2025-10-07T12:03Z 22.7K followers, 3247 engagements
"Have you heard of Kalshi"
X Link @MollySOShea 2025-10-07T11:40Z 22.8K followers, 154.1K engagements
"BREAKING: Factory Raises $50M Series B from NEA Sequoia Capital NVIDIA JPMorgan & Abstract Ventures The droids are here. @FactoryAI CEO & Co-Founder Matan Grinberg (@matanSF) joins me to talk. - Droids. - Codegen margins - Strategic investors - Why agent-native is a step beyond copilots - Fast enterprise adoption - Cults & more. Highlights: 00:00) Factory raises $50M Series B (01:48) Why fundraising was just a phase transition (02:54) Strategic investors: NVDA MSFT JPMorgan (04:03) Matans journey: string theory at Berkeley to AI (07:01) Meeting Sequoia & dropping out of PhD (09:27) Factorys"
X Link @MollySOShea 2025-09-25T18:27Z 22.7K followers, 18.6K engagements
"6. Index (@IndexVentures)"
X Link @MollySOShea 2025-07-30T03:35Z 22.7K followers, 4601 engagements
"@epirus @JoshuaSteinman @GalvanickCo Joshua Steinman a Navy veteran who served four years on the National Security Council in the Trump White House before founding Galvanick to defend industrial control systems that underpin Americas manufacturing and critical infrastructure"
X Link @MollySOShea 2025-10-06T13:12Z 22.7K followers, XXX engagements
"BREAKING: Bucky Moore Joins $XX Billion AUM Mega Fund Lightspeed In a very fun & really candid conversation @buckymoore opens up about his transition from Kleiner Perkins the rise & pushback of Mega Funds targeting trillion-dollar outcomes "taste" in silicon valley & more. Highlights: 00:00 - Joining @lightspeedvp 01:48 - Why Lightspeed Over Starting Own Fund Transition Dynamics (Board seats carry) 05:01 - Mega Funds & Trillion-Dollar Strategies 09:19 - Venture Arrogance Score @jaltma @joshk 18:28 - How to Win Competitive Rounds 22:03 - The Importance of Picking as a Lead Investor 26:32 -"
X Link @MollySOShea 2025-05-05T17:00Z 22.7K followers, 103.7K engagements
"Epirus has raised over $550M from @8vc Washington Harbour Partners StepStone General Dynamics T. Rowe Price & Gaingels building its Leonidas solid-state high-power microwave weapon to counter drones and drone swarms. Lowery explains how Epirus is pioneering the sixth domain of warfarephysical cyber attacksand how their one-to-many defense approach gives the U.S. a strategic edge against mass drone threats"
X Link @MollySOShea 2025-10-06T13:13Z 22.7K followers, XXX engagements
"One of the most iconic VC funds in Silicon Valley. Let's breakdown Emergence Capital Notable Investments*: - Salesforce (CRM): $328B - Veeva Systems (VEEV): $38B - Zoom (ZM) : $27B - Doximity (DOCS): $11B Emergence Stats: - $450B+ Market Cap of Portfolio (current & former) - $2.3B AUM - Six (VI) Funds - 100+ Portfolio Companies - XX Exits & Private Valuations Greater than $XXX Million *As of Jan XX 2025 @emergencecap @YazanElBaba @gordonritter"
X Link @MollySOShea 2025-01-31T15:47Z 22.7K followers, 15.1K engagements
"@JeremySternLA @CoryMoelis remember when I asked you where all the name tags were at the US Open"
X Link @MollySOShea 2025-10-13T21:38Z 22.7K followers, 1231 engagements
"BREAKING: Carta Releases VC Fund Performance Report TLDR: DPI is so back. IPOs Open. M&A . Dry Powder "
X Link @MollySOShea 2025-09-24T14:02Z 22.7K followers, 8865 engagements
"Concentrate on the most exceptional businesses & hold onto them over time OpenAI rounds reportedly led by Thrive Capital: Aug 2025: $500B *rumored Oct 2024: $157B Feb 2024: $86B Jan 2023: $29B Note: Figures based on round valuations"
X Link @MollySOShea 2025-08-06T12:28Z 22.7K followers, 7809 engagements
"MIT study results: XX% of enterprise AI pilots fail. But where's the biggest risk"
X Link @MollySOShea 2025-10-11T21:59Z 22.8K followers, 4927 engagements
"Top M&A this year: - Synopsys Ansys: $35B - Charter Cox: $34.5B - xAI X: $33B Underrated - Google Wiz: $32B - Meta Scale AI (49% stake): $14.8B ($30B val) - Palo Alto Networks CyberArk: $25B - HPE Juniper Networks: $14B - OpenAI Io: $8.6B - Google Windsurf (licensing & acquihire): $3B (est) - K5 Global + Bezos HistoSonics: $2.25B - Atlassian DX: $1B - Atlassian The Browser Company of New York: $610M Missing any"
X Link @MollySOShea 2025-09-24T14:06Z 22.7K followers, 2706 engagements
"BREAKING: Base Power Raises $X Billion Series C Led by Addition Zach Dell Co-Founder & CEO joins Sourcery to discuss Base's strategic funding rapid growth & the world-class talent needed to seize the gigawatt-scale opportunity We Break Down: - $200M Series B to $1B Series C in X months - Building Base Factory One in Austin and plans for more domestic manufacturing - How Base Power is reinventing Americas energy grid with distributed batteries - Why AI & data centers make energy the new bottleneck for innovation. - The culture & team powering one of Americas most ambitious startups Investors:"
X Link @MollySOShea 2025-10-08T14:44Z 22.8K followers, 109.9K engagements