[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MollySOShea Molly O’Shea Molly O'Shea has garnered significant attention lately, with many prominent figures in the tech and investment industries discussing and interacting with her. The most important current event appears to be her connection to Kalshi, a prediction market platform, with Ryan Serhant and Alfred Lin, a Sequoia partner, showing interest and support. Additionally, there is a notable mention of her in the context of a lawsuit against the government, which she won unanimously. ### Engagements: XXXXXXX [#](/creator/twitter::954060455831580672/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX +938% - X Year XXXXXXXXXX +4,097% ### Mentions: XX [#](/creator/twitter::954060455831580672/posts_active)  - X Week XX -XXXX% - X Month XXX +25% - X Months XXX +237% - X Year XXX +461% ### Followers: XXXXXX [#](/creator/twitter::954060455831580672/followers)  - X Week XXXXXX +2.90% - X Month XXXXXX +11% - X Months XXXXXX +165% - X Year XXXXXX +458% ### CreatorRank: XXXXXX [#](/creator/twitter::954060455831580672/influencer_rank)  ### Social Influence **Social category influence** [vc firms](/list/vc-firms) #46 [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) #1848 [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [ai](/topic/ai) 18.64%, [ceo](/topic/ceo) #23, [thrive capital](/topic/thrive-capital) #2, [palantir](/topic/palantir) #24, [investment](/topic/investment) #2390, [department of](/topic/department-of) #69, [open ai](/topic/open-ai) #1745, [$15b](/topic/$15b) #11, [closed](/topic/closed) #1303, [$635m](/topic/$635m) #1 **Top accounts mentioned or mentioned by** [@uswremichael](/creator/undefined) [@a16z](/creator/undefined) [@thrivecapital](/creator/undefined) [@luanalopeslara](/creator/undefined) [@mansourtarek](/creator/undefined) [@dowcto](/creator/undefined) [@pjclark](/creator/undefined) [@palantirtech](/creator/undefined) [@nerostech](/creator/undefined) [@hadrianinc](/creator/undefined) [@anduriltech](/creator/undefined) [@elianoayounes](/creator/undefined) [@marcbhargava](/creator/undefined) [@davidu](/creator/undefined) [@kalshis](/creator/undefined) [@sequoia](/creator/undefined) [@danwrightsf](/creator/undefined) [@armadaai](/creator/undefined) [@ronaldreagan](/creator/undefined) [@worldcoin](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir (PLTR)](/topic/$pltr) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Klarna Group (KLAR)](/topic/klarna) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Goldman Sachs (GS)](/topic/goldman-sachs) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Boeing Co (BA)](/topic/$ba) ### Top Social Posts Top posts by engagements in the last XX hours "BREAKING: Inside General Catalysts $1.5B AI Roll-Up Engine: The Creation Strategy Marc Bhargava Managing Director at General Catalyst leads the Creation Strategies for incubations transformations & venture buyouts as well as leading early stage crypto & fintech investing. He breaks down one of the most significant shifts happening inside venture & private markets today: AI Roll-Ups. As one of the X largest venture players with $40B AUM General Catalyst has quietly built a $1.5B AI roll-up engine reshaping a $XX trillion market historically defined by low margins & slow modernization. To date" [X Link](https://x.com/MollySOShea/status/1996973256197476376) 2025-12-05T16:01Z 37K followers, 308K engagements "PART II: $635M Exit $600M Fund David Ulevitch (@davidu) General Partner at @a16z on the Critical Industries AD is Investing in to Rebuild America AD Portfolio Companies & Areas: AI: Applied Intuition Ambient AI Defense: Anduril Saronic Shield AI Castelion Energy: Radiant Base Power Exowatt RigUp Aerospace: SpaceX Apex Northwood Aerodome Air Space Intelligence (ASI) Astro Mechanica Astranis Manufacturing: Hadrian Senra Public Safety: Flock Safety Longeye Skydio Supply Chain: Zipline Flexport Minerals: Mariana Materials KoBold Metals We also discuss - Andurils Aura - The Magnetic Founder" [X Link](https://x.com/MollySOShea/status/1991893038214394035) 2025-11-21T15:34Z 36.9K followers, 236K engagements "FULL INTERVIEW: Citadel Securities' Future of Global Markets 2025 w/ Tarek & Luana Co-Founders of Kalshi With their recently closed $X Billion Series E led by Paradigm at an $11B valuation @Kalshi's total funding just this year reaches almost $1.5B Now Co-Founder Luana Lopes Lara (@luanalopeslara) is the worlds youngest self-made female billionaire. 2025 Financing History + Lead: June: Series C - $185M at $2B (@paradigm) ** Oct: Series D - $300M at $5B (@a16z + @sequoia) Dec: Series E - $1B at $11B (Paradigm) Participation for the Series E also included Sequoia Andreessen Horowitz Meritech" [X Link](https://x.com/MollySOShea/status/1996321472944689559) 2025-12-03T20:51Z 36.9K followers, 267.5K engagements "Unexpected guests by the Unexpected Guest Nighthawk - Pete Shadbolt Co-Founder & Chief Scientific Officer of PsiQuantum - Mark Brunner EVP PsiQuantum - Dan Wright CEO of Armada @PeteShadbolt @PsiQuantum @danwrightSF @armada_ai @RonaldReagan" [X Link](https://x.com/MollySOShea/status/1997851360491139243) 2025-12-08T02:10Z 37K followers, 12.4K engagements "World is cool. 37M World ID. 17M Verified. @worldcoin" [X Link](https://x.com/MollySOShea/status/1999277369622954201) 2025-12-12T00:37Z 37K followers, 15.4K engagements "@ScottNolan @generalmatter @foundersfund Substack:" [X Link](https://x.com/MollySOShea/status/2000226575799992689) 2025-12-14T15:29Z 37K followers, 1251 engagements "10 Quotes from Emil Michael (@USWREMichael) Under Secretary of War for Research & Engineering & Department of War CTO Defense Innovation & Industrial Strategy X. My job is to create five more companies on top of the new primes that work in the department and bring new capabilities. X. Its literally the biggest bureaucracy in the world three million people and I get to say clean sheet of paper what should we be doing differently X. If somethings critical for ten years that means youre not making much progress on it. X. You dont want to fight a war. You want to prevent a war and you can only do" [X Link](https://x.com/MollySOShea/status/1999865804817666076) 2025-12-13T15:35Z 37K followers, 7255 engagements "@USWREMichael @DoWCTO @planet @neros_tech @HadrianInc Substack:" [X Link](https://x.com/MollySOShea/status/2000226667227435177) 2025-12-14T15:29Z 37K followers, 1890 engagements "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](https://x.com/MollySOShea/status/1974494656529420444) 2025-10-04T15:19Z 36.9K followers, 5029 engagements "With 7M+ views on just their X & YT. Anduril's "Don't work at Anduril" campaign is one of the most viral & effective recruiting creatives of all time David Ulevitch (@davidu) shares unexpected inspiration the process & X insights from Matt Grimm Jeff Miller & the @anduriltech team 1.) Winning marketing comes from the companys actual DNA. 2.) Sharp polarizing messaging quickly filters out the wrong people & pulls in the right ones. 3.) Evocative talk-worthy campaigns cut through the noise & create lasting impressions 4.) You cant copy another companys ethos inauthentic marketing is a weak" [X Link](https://x.com/MollySOShea/status/1992339492171383031) 2025-11-22T21:08Z 36.9K followers, 40.6K engagements "BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI Wiz Cursor Nudge Physical Intelligence Josh always had a line to me when I joined Thrive which is that the people who win deals are the ones who want to win them most. In this conversation Philip breaks down how one of the most concentrated & influential firms (@ThriveCapital) in tech evaluates founders builds conviction & partners with companies that reshape the world. We dive into: - Seeing an early demo of OpenAIs GPT-4 before launch - Why Thrive flew into an active war zone to close the Wiz deal - Cursors" [X Link](https://x.com/MollySOShea/status/1992976474480021590) 2025-11-24T15:19Z 36.9K followers, 353.9K engagements "AI for the U.S. Navy: PLTR's Four Pillars Stats: - China is outproducing the U.S. Navy 200:1. - China has XXX warships; America has about XXX. - China builds 2030 new warships a year; U.S. builds XX. - A new $450M push aims to rebuild Americas maritime industrial base with AI & software to close the gap. This is where Palantir comes in. "Palantir's ShipOS is a single platform for @USNavy to accelerate production & coordinate data logic models & action between X private shipbuilders X public shipyards & XXX suppliers across America." Four Pillars to Dominate: 1.) Lethality: AI-enabled battle" [X Link](https://x.com/MollySOShea/status/1998790263712719102) 2025-12-10T16:21Z 37K followers, 10K engagements "BREAKING: Inside the Pentagon w/ Emil Michael Under Secretary of War for Research & Engineering & Department of War CTO My job is to create X more companies on top of the 'new primes' that work in the department & bring new capabilities. Honored to host @USWREMichael live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works dispel myths around defense tech & discuss 'new primes' like Palantir SpaceX & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to" [X Link](https://x.com/MollySOShea/status/1999860658960269559) 2025-12-13T15:15Z 37K followers, 168.2K engagements "What is the biggest misconception about Palantir Emil Michael (@USWREMichael + @DoWCTO) Under Secretary of War for Research & Engineering & Department of War CTO explains: "I mean Palantir is a software company that innovated. they were sort of the first big data company if you will. and in some ways had AI capabilities that delivered useful software to the government. And it's been amazing to watch how people use their product in the department for all sorts of things. We didn't know where our stuff was. We were spending trillions of dollars over the years. Where are our munitions Where are" [X Link](https://x.com/MollySOShea/status/1999878971203469730) 2025-12-13T16:27Z 37K followers, 67.7K engagements "Which emerging tech companies is Emil Michael (@USWREMichael + @DoWCTO) Under Secretary of War for Research & Engineering & Department of War CTO most excited about - @planet satellite imagery - @neros_tech nextgen drones - @HadrianInc AI-driven advanced manufacturing - Frontier AI companies "Everyone talks about Anduril & Palantir & SpaceX. Those are the three companies that in the last XX years have broken into the defense sector to challenge Lockheed Martin Northrup Grumman the older primes. And my job is to create five more companies that work in the department and bring new capabilities." [X Link](https://x.com/MollySOShea/status/2000225277100855327) 2025-12-14T15:24Z 37K followers, 22.3K engagements "@USWREMichael @DoWCTO Substack:" [X Link](https://x.com/MollySOShea/status/2000226462063100263) 2025-12-14T15:28Z 37K followers, 1301 engagements "BREAKING: Inside Anduril Industries. Exclusive HQ Tour w/ Anduril's Founding Team. Palmer Luckey Brian Schimpf CEO Matt Grimm COO Trae Stephens Executive Chairman This is a rare BTS walking tour inside $30.5B Anduril Industries. one of the most consequential defense companies of this era. Special thank you to Matt & Julie from Anduril for reaching out & helping make this happen after seeing my Sourcery XXX dream guest list This certainly blew all of my expectations. I hope you enjoy @anduriltech @mttgrmm @traestephens @PalmerLuckey @SchimpfBrian Highlights: Founders of Anduril Brian Schimpf:" [X Link](https://x.com/MollySOShea/status/2000582734679327112) 2025-12-15T15:04Z 37K followers, 460.4K 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](https://x.com/MollySOShea/status/1963636090503417995) 2025-09-04T16:11Z 35.8K followers, 294K 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](https://x.com/MollySOShea/status/1975187467067117713) 2025-10-06T13:12Z 36K followers, XXX 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](https://x.com/MollySOShea/status/1975187589427556729) 2025-10-06T13:13Z 36K followers, XXX engagements "BREAKING: Deel Raises $300M Series E at $17.3B Valuation Co-led by Ribbit a16z & Coatue Had no idea the scale & still growing. Huge congrats. Earlier this year Deel surpassed $X billion in ARR. Sept marked X consecutive years of profitability & a major milestone - their first $XXX million revenue month. Deel processes $XX billion in payroll annually & serves 35000+ customers & 1.5+ million workers in 150+ countries" [X Link](https://x.com/MollySOShea/status/1978827082840068440) 2025-10-16T14:15Z 35.9K followers, 124.5K engagements "I've been hesitant to share this. but in my ultimate dream world heres the Sourcery XXX guest list (in no particular order):" [X Link](https://x.com/MollySOShea/status/1982111793767227615) 2025-10-25T15:47Z 35.9K followers, 307.3K engagements "Philip Clark (@PJClark) Partner at Thrive Capital (@ThriveCapital) on the top X insights behind their heavily concentrated investment strategy: 1.) "all the wins should really feel great & all the losses should really hurt & we should have real skin in the game." 2.) "if we're gonna invest in someone they should really believe that the success & failure of the company really matters to us as investors" 3.) "It is very clear that a small number of companies drives a disproportionate amount of the economic & social value in the world. I think right now I'd have to check the latest stats but the" [X Link](https://x.com/MollySOShea/status/1993341627776000094) 2025-11-25T15:30Z 35.9K followers, 46.1K engagements "Philip Clark (@PJClark) Partner at Thrive Capital (@ThriveCapital) draws on investments in OpenAI Cursor Physical Intelligence & his semiconductor background to outline X big takeaways on the state of AI development: 1.) AIs breakthroughs arent linear. They come in architectural waves just like silicon. Philips semiconductor analogy reframes AI progress as a sequence of hardware-like paradigm shifts. When one path hits its limit (single-core multi-core; pre-training post-training) a new architecture emerges. AI isnt evolving through incremental tuning. its advancing through structural" [X Link](https://x.com/MollySOShea/status/1993827686695793041) 2025-11-26T23:42Z 35.9K followers, 15.2K engagements "Wiz was closing on these very healthy six figure deals in a matter of weeks or months which was just unprecedented. Philip Clark (@PJClark) Partner at Thrive Capital (@ThriveCapital) shares the sales momentum that led to Thrive's investment & @wiz_io's eventual $32B acquisition by Google. Oftentimes enterprise software they're all the classic things you might care about margins retention etc. but a really special aspect of the business is often what is the size of the deals you can sell vs the speed at which you can sell deals I actually think often looking at this ratio is a really really" [X Link](https://x.com/MollySOShea/status/1994033835479081011) 2025-11-27T13:21Z 35.9K followers, 40.2K engagements "NEW: What Travis Kalanick Taught Bradley Tusk & Why He Closed His VC Fund Bradley Tusk Uber's first regulatory advisor joins Sourcery to discuss what he learned working closely w/ Travis Kalanick from Ubers early regulatory battles throughout their massive scaling. We also cover the real economics of running a VC fund. and Bradley's decision to ultimately shut down his fund & return to an equity-for-services model. This was a really fun conversation a bit philosophical very candid & I'm sure we could've kept talking for hours. Highlights: (00:00) Bradley Tusk (01:25) How AI infrastructure" [X Link](https://x.com/MollySOShea/status/1994797224329712031) 2025-11-29T15:54Z 35.9K followers, 97.5K engagements "Henry Kravis of KKR on AI Roll-Ups & X Key Factors to Consider: 1.) AI boosts productivity but it cant run a company. Great management still determines whether a roll-up succeeds or fails. 2.) Roll-ups collapse when cultures clash or when companies arent integrated; scale without integration creates zero real value. 3.) The arbitrage window is closing. . . . "Now I'm in AI land out here. I got it. I understand. Everything's going to be autonomous. Everything's going to be run by AI & so forth. And I talked to a lot of people that are now doing rollups & they're putting AI in. I think that's" [X Link](https://x.com/MollySOShea/status/1996673851963723796) 2025-12-04T20:11Z 35.8K followers, 86.9K engagements "Safe to say the F-117 was a popular landmark. Stealth interview coming next week. For now a word from Dan Wright CEO of Armada at RNDF 2025 @danwrightSF @armada_ai @RonaldReagan Now is the time where we need to do what we do best & we need to do it at scale. What we do best in the US is building great tech. And so what's really cool is I've been here five years in a row. This is the most entrepreneurs I've seen at RNDF I think that's a really good thing & a really important time for the country. Where does Armada fit in We are the edge for the US & the edge for the DOW bringing all these" [X Link](https://x.com/MollySOShea/status/1997848372426965125) 2025-12-08T01:59Z 35.9K followers, 26.9K engagements "If were able to pull off what weve been cooking the last week the end of the year is going to be nuts" [X Link](https://x.com/MollySOShea/status/1999239758216851654) 2025-12-11T22:07Z 35.8K followers, 5939 engagements "Which city do you think keeps the lanyard industry in business" [X Link](https://x.com/MollySOShea/status/1999280842292756676) 2025-12-12T00:51Z 35.8K followers, 2062 engagements "@rahulkahani i have to check on them more than anyone else horrible waste of time and energy" [X Link](https://x.com/MollySOShea/status/2000212871074988412) 2025-12-14T14:34Z 36.1K followers, XX engagements "@elianoayounes Based" [X Link](https://x.com/MollySOShea/status/1999881478809993545) 2025-12-13T16:37Z 36.6K followers, XXX engagements "BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantirs office. We cover: - $PLTR record earnings - $500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality value creation & helping Americans win - Dyslexia artistry & Karps leadership philosophy - The Legacy of Rosita - Cupcakes Special thank you to @elianoayounes for the strategic vibes & the @PalantirTech team for helping put this together Highlights: (00:00) Inside Palantir w/ Alex Karp (02:16) Building w/o hierarchy the anti-playbook culture" [X Link](https://x.com/MollySOShea/status/1988252311047504320) 2025-11-11T14:27Z 36.9K followers, 4.1M engagements "How learnings & ideas from working at Goldman Sachs & Bridgewater to Citadel & Citadel Securities led Luana (@luanalopeslara) & Tarek (@mansourtarek_) to create Kalshi X years later it's worth $XX billion" [X Link](https://x.com/MollySOShea/status/1996370756729721243) 2025-12-04T00:07Z 36.9K followers, 268.3K engagements "Drew Oetting (@andrewoetting) Founding Partner of @8vc explains how similar to AI biotech breakthroughs are limited not by science but by the lack of scalable manufacturing & outdated regulatory systems COVID dramatically exposed how outsourcing pharma production left critical gaps in manufacturing capacity & essential supply chains. even as the U.S. leads the world in scientific & technological innovation Which is why in 2020 8VC co-founded Resilience a U.S.-based CDMO to help rebuild domestic capacity. . . . "I think that the same way that in order for AI to realize its potential for our" [X Link](https://x.com/MollySOShea/status/1999967267665457163) 2025-12-13T22:18Z 37K followers, 5366 engagements "Have you seen Alex Karp's sword" [X Link](https://x.com/MollySOShea/status/1988273594364031202) 2025-11-11T15:52Z 36.9K followers, 4.9M engagements "You wont believe who we just interviewed here" [X Link](https://x.com/MollySOShea/status/1997392553839301088) 2025-12-06T19:47Z 36.9K followers, 181.7K engagements "BREAKING: Manny Medina Co-Founder & CEO of Paid & former CEO of $4.4B Outreach joins me in London to discuss the $19.9T AI agent opportunity. Roughly $XXX billion in SaaS revenue is trapped inside legacy pricing & delivery models After scaling Outreach from scratch to 6000 customers 220000 active users & $250M in ARR. Manny (@medinism) saw firsthand how traditional SaaS monetization models break down when software shifts from user-driven actions to agentic systems performing complete end-to-end workflows. He founded @paid_ai to close this gap. Early customers have already reported 2040%" [X Link](https://x.com/MollySOShea/status/1999133768720994403) 2025-12-11T15:06Z 37K followers, 14.9K engagements "@a16z @eriktorenberg I like this graphic" [X Link](https://x.com/MollySOShea/status/1999510095990861978) 2025-12-12T16:02Z 37K followers, 3067 engagements "@ScottNolan @generalmatter @foundersfund" [X Link](https://x.com/MollySOShea/status/1999941070533390680) 2025-12-13T20:34Z 37K followers, 2362 engagements "FURY: "We were competing against Boeing Northrop Grumman Lockheed Martin & in the end Anduril beat all of them." Palmer Luckey (@PalmerLuckey) Anduril "This is the first autonomous fighter that the United States Air Force has ever procured. We recently just flew it for the first time. We went from signing a contract with the Air Force to first flight in XXX days which is as far as I know the fastest new fighter development program since the end of the Korean War. The really exciting thing about this program is we are competing against a lot of the big guys. So we are competing against Boeing" [X Link](https://x.com/MollySOShea/status/2000607975766180076) 2025-12-15T16:44Z 37K followers, 101K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MollySOShea Molly O’SheaMolly O'Shea has garnered significant attention lately, with many prominent figures in the tech and investment industries discussing and interacting with her. The most important current event appears to be her connection to Kalshi, a prediction market platform, with Ryan Serhant and Alfred Lin, a Sequoia partner, showing interest and support. Additionally, there is a notable mention of her in the context of a lawsuit against the government, which she won unanimously.
Social category influence vc firms #46 technology brands XXXXX% finance XXXXX% stocks #1848 countries XXXX% social networks XXXX% celebrities XXXX% travel destinations XXXX%
Social topic influence ai 18.64%, ceo #23, thrive capital #2, palantir #24, investment #2390, department of #69, open ai #1745, $15b #11, closed #1303, $635m #1
Top accounts mentioned or mentioned by @uswremichael @a16z @thrivecapital @luanalopeslara @mansourtarek @dowcto @pjclark @palantirtech @nerostech @hadrianinc @anduriltech @elianoayounes @marcbhargava @davidu @kalshis @sequoia @danwrightsf @armadaai @ronaldreagan @worldcoin
Top assets mentioned Alphabet Inc Class A (GOOGL) Palantir (PLTR) Opendoor Technologies Inc Common Stock (OPEN) Klarna Group (KLAR) Archer Aviation Inc. (ACHR) Joby Aviation, Inc. (JOBY) NVIDIA Corp. (NVDA) Crowdstrike Holdings Inc (CRWD) Goldman Sachs (GS) Lockheed Martin Corporation (LMT) Boeing Co (BA)
Top posts by engagements in the last XX hours
"BREAKING: Inside General Catalysts $1.5B AI Roll-Up Engine: The Creation Strategy Marc Bhargava Managing Director at General Catalyst leads the Creation Strategies for incubations transformations & venture buyouts as well as leading early stage crypto & fintech investing. He breaks down one of the most significant shifts happening inside venture & private markets today: AI Roll-Ups. As one of the X largest venture players with $40B AUM General Catalyst has quietly built a $1.5B AI roll-up engine reshaping a $XX trillion market historically defined by low margins & slow modernization. To date"
X Link 2025-12-05T16:01Z 37K followers, 308K engagements
"PART II: $635M Exit $600M Fund David Ulevitch (@davidu) General Partner at @a16z on the Critical Industries AD is Investing in to Rebuild America AD Portfolio Companies & Areas: AI: Applied Intuition Ambient AI Defense: Anduril Saronic Shield AI Castelion Energy: Radiant Base Power Exowatt RigUp Aerospace: SpaceX Apex Northwood Aerodome Air Space Intelligence (ASI) Astro Mechanica Astranis Manufacturing: Hadrian Senra Public Safety: Flock Safety Longeye Skydio Supply Chain: Zipline Flexport Minerals: Mariana Materials KoBold Metals We also discuss - Andurils Aura - The Magnetic Founder"
X Link 2025-11-21T15:34Z 36.9K followers, 236K engagements
"FULL INTERVIEW: Citadel Securities' Future of Global Markets 2025 w/ Tarek & Luana Co-Founders of Kalshi With their recently closed $X Billion Series E led by Paradigm at an $11B valuation @Kalshi's total funding just this year reaches almost $1.5B Now Co-Founder Luana Lopes Lara (@luanalopeslara) is the worlds youngest self-made female billionaire. 2025 Financing History + Lead: June: Series C - $185M at $2B (@paradigm) ** Oct: Series D - $300M at $5B (@a16z + @sequoia) Dec: Series E - $1B at $11B (Paradigm) Participation for the Series E also included Sequoia Andreessen Horowitz Meritech"
X Link 2025-12-03T20:51Z 36.9K followers, 267.5K engagements
"Unexpected guests by the Unexpected Guest Nighthawk - Pete Shadbolt Co-Founder & Chief Scientific Officer of PsiQuantum - Mark Brunner EVP PsiQuantum - Dan Wright CEO of Armada @PeteShadbolt @PsiQuantum @danwrightSF @armada_ai @RonaldReagan"
X Link 2025-12-08T02:10Z 37K followers, 12.4K engagements
"World is cool. 37M World ID. 17M Verified. @worldcoin"
X Link 2025-12-12T00:37Z 37K followers, 15.4K engagements
"@ScottNolan @generalmatter @foundersfund Substack:"
X Link 2025-12-14T15:29Z 37K followers, 1251 engagements
"10 Quotes from Emil Michael (@USWREMichael) Under Secretary of War for Research & Engineering & Department of War CTO Defense Innovation & Industrial Strategy X. My job is to create five more companies on top of the new primes that work in the department and bring new capabilities. X. Its literally the biggest bureaucracy in the world three million people and I get to say clean sheet of paper what should we be doing differently X. If somethings critical for ten years that means youre not making much progress on it. X. You dont want to fight a war. You want to prevent a war and you can only do"
X Link 2025-12-13T15:35Z 37K followers, 7255 engagements
"@USWREMichael @DoWCTO @planet @neros_tech @HadrianInc Substack:"
X Link 2025-12-14T15:29Z 37K followers, 1890 engagements
"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 2025-10-04T15:19Z 36.9K followers, 5029 engagements
"With 7M+ views on just their X & YT. Anduril's "Don't work at Anduril" campaign is one of the most viral & effective recruiting creatives of all time David Ulevitch (@davidu) shares unexpected inspiration the process & X insights from Matt Grimm Jeff Miller & the @anduriltech team 1.) Winning marketing comes from the companys actual DNA. 2.) Sharp polarizing messaging quickly filters out the wrong people & pulls in the right ones. 3.) Evocative talk-worthy campaigns cut through the noise & create lasting impressions 4.) You cant copy another companys ethos inauthentic marketing is a weak"
X Link 2025-11-22T21:08Z 36.9K followers, 40.6K engagements
"BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI Wiz Cursor Nudge Physical Intelligence Josh always had a line to me when I joined Thrive which is that the people who win deals are the ones who want to win them most. In this conversation Philip breaks down how one of the most concentrated & influential firms (@ThriveCapital) in tech evaluates founders builds conviction & partners with companies that reshape the world. We dive into: - Seeing an early demo of OpenAIs GPT-4 before launch - Why Thrive flew into an active war zone to close the Wiz deal - Cursors"
X Link 2025-11-24T15:19Z 36.9K followers, 353.9K engagements
"AI for the U.S. Navy: PLTR's Four Pillars Stats: - China is outproducing the U.S. Navy 200:1. - China has XXX warships; America has about XXX. - China builds 2030 new warships a year; U.S. builds XX. - A new $450M push aims to rebuild Americas maritime industrial base with AI & software to close the gap. This is where Palantir comes in. "Palantir's ShipOS is a single platform for @USNavy to accelerate production & coordinate data logic models & action between X private shipbuilders X public shipyards & XXX suppliers across America." Four Pillars to Dominate: 1.) Lethality: AI-enabled battle"
X Link 2025-12-10T16:21Z 37K followers, 10K engagements
"BREAKING: Inside the Pentagon w/ Emil Michael Under Secretary of War for Research & Engineering & Department of War CTO My job is to create X more companies on top of the 'new primes' that work in the department & bring new capabilities. Honored to host @USWREMichael live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works dispel myths around defense tech & discuss 'new primes' like Palantir SpaceX & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to"
X Link 2025-12-13T15:15Z 37K followers, 168.2K engagements
"What is the biggest misconception about Palantir Emil Michael (@USWREMichael + @DoWCTO) Under Secretary of War for Research & Engineering & Department of War CTO explains: "I mean Palantir is a software company that innovated. they were sort of the first big data company if you will. and in some ways had AI capabilities that delivered useful software to the government. And it's been amazing to watch how people use their product in the department for all sorts of things. We didn't know where our stuff was. We were spending trillions of dollars over the years. Where are our munitions Where are"
X Link 2025-12-13T16:27Z 37K followers, 67.7K engagements
"Which emerging tech companies is Emil Michael (@USWREMichael + @DoWCTO) Under Secretary of War for Research & Engineering & Department of War CTO most excited about - @planet satellite imagery - @neros_tech nextgen drones - @HadrianInc AI-driven advanced manufacturing - Frontier AI companies "Everyone talks about Anduril & Palantir & SpaceX. Those are the three companies that in the last XX years have broken into the defense sector to challenge Lockheed Martin Northrup Grumman the older primes. And my job is to create five more companies that work in the department and bring new capabilities."
X Link 2025-12-14T15:24Z 37K followers, 22.3K engagements
"@USWREMichael @DoWCTO Substack:"
X Link 2025-12-14T15:28Z 37K followers, 1301 engagements
"BREAKING: Inside Anduril Industries. Exclusive HQ Tour w/ Anduril's Founding Team. Palmer Luckey Brian Schimpf CEO Matt Grimm COO Trae Stephens Executive Chairman This is a rare BTS walking tour inside $30.5B Anduril Industries. one of the most consequential defense companies of this era. Special thank you to Matt & Julie from Anduril for reaching out & helping make this happen after seeing my Sourcery XXX dream guest list This certainly blew all of my expectations. I hope you enjoy @anduriltech @mttgrmm @traestephens @PalmerLuckey @SchimpfBrian Highlights: Founders of Anduril Brian Schimpf:"
X Link 2025-12-15T15:04Z 37K followers, 460.4K 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 2025-09-04T16:11Z 35.8K followers, 294K 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 2025-10-06T13:12Z 36K followers, XXX 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 2025-10-06T13:13Z 36K followers, XXX engagements
"BREAKING: Deel Raises $300M Series E at $17.3B Valuation Co-led by Ribbit a16z & Coatue Had no idea the scale & still growing. Huge congrats. Earlier this year Deel surpassed $X billion in ARR. Sept marked X consecutive years of profitability & a major milestone - their first $XXX million revenue month. Deel processes $XX billion in payroll annually & serves 35000+ customers & 1.5+ million workers in 150+ countries"
X Link 2025-10-16T14:15Z 35.9K followers, 124.5K engagements
"I've been hesitant to share this. but in my ultimate dream world heres the Sourcery XXX guest list (in no particular order):"
X Link 2025-10-25T15:47Z 35.9K followers, 307.3K engagements
"Philip Clark (@PJClark) Partner at Thrive Capital (@ThriveCapital) on the top X insights behind their heavily concentrated investment strategy: 1.) "all the wins should really feel great & all the losses should really hurt & we should have real skin in the game." 2.) "if we're gonna invest in someone they should really believe that the success & failure of the company really matters to us as investors" 3.) "It is very clear that a small number of companies drives a disproportionate amount of the economic & social value in the world. I think right now I'd have to check the latest stats but the"
X Link 2025-11-25T15:30Z 35.9K followers, 46.1K engagements
"Philip Clark (@PJClark) Partner at Thrive Capital (@ThriveCapital) draws on investments in OpenAI Cursor Physical Intelligence & his semiconductor background to outline X big takeaways on the state of AI development: 1.) AIs breakthroughs arent linear. They come in architectural waves just like silicon. Philips semiconductor analogy reframes AI progress as a sequence of hardware-like paradigm shifts. When one path hits its limit (single-core multi-core; pre-training post-training) a new architecture emerges. AI isnt evolving through incremental tuning. its advancing through structural"
X Link 2025-11-26T23:42Z 35.9K followers, 15.2K engagements
"Wiz was closing on these very healthy six figure deals in a matter of weeks or months which was just unprecedented. Philip Clark (@PJClark) Partner at Thrive Capital (@ThriveCapital) shares the sales momentum that led to Thrive's investment & @wiz_io's eventual $32B acquisition by Google. Oftentimes enterprise software they're all the classic things you might care about margins retention etc. but a really special aspect of the business is often what is the size of the deals you can sell vs the speed at which you can sell deals I actually think often looking at this ratio is a really really"
X Link 2025-11-27T13:21Z 35.9K followers, 40.2K engagements
"NEW: What Travis Kalanick Taught Bradley Tusk & Why He Closed His VC Fund Bradley Tusk Uber's first regulatory advisor joins Sourcery to discuss what he learned working closely w/ Travis Kalanick from Ubers early regulatory battles throughout their massive scaling. We also cover the real economics of running a VC fund. and Bradley's decision to ultimately shut down his fund & return to an equity-for-services model. This was a really fun conversation a bit philosophical very candid & I'm sure we could've kept talking for hours. Highlights: (00:00) Bradley Tusk (01:25) How AI infrastructure"
X Link 2025-11-29T15:54Z 35.9K followers, 97.5K engagements
"Henry Kravis of KKR on AI Roll-Ups & X Key Factors to Consider: 1.) AI boosts productivity but it cant run a company. Great management still determines whether a roll-up succeeds or fails. 2.) Roll-ups collapse when cultures clash or when companies arent integrated; scale without integration creates zero real value. 3.) The arbitrage window is closing. . . . "Now I'm in AI land out here. I got it. I understand. Everything's going to be autonomous. Everything's going to be run by AI & so forth. And I talked to a lot of people that are now doing rollups & they're putting AI in. I think that's"
X Link 2025-12-04T20:11Z 35.8K followers, 86.9K engagements
"Safe to say the F-117 was a popular landmark. Stealth interview coming next week. For now a word from Dan Wright CEO of Armada at RNDF 2025 @danwrightSF @armada_ai @RonaldReagan Now is the time where we need to do what we do best & we need to do it at scale. What we do best in the US is building great tech. And so what's really cool is I've been here five years in a row. This is the most entrepreneurs I've seen at RNDF I think that's a really good thing & a really important time for the country. Where does Armada fit in We are the edge for the US & the edge for the DOW bringing all these"
X Link 2025-12-08T01:59Z 35.9K followers, 26.9K engagements
"If were able to pull off what weve been cooking the last week the end of the year is going to be nuts"
X Link 2025-12-11T22:07Z 35.8K followers, 5939 engagements
"Which city do you think keeps the lanyard industry in business"
X Link 2025-12-12T00:51Z 35.8K followers, 2062 engagements
"@rahulkahani i have to check on them more than anyone else horrible waste of time and energy"
X Link 2025-12-14T14:34Z 36.1K followers, XX engagements
"@elianoayounes Based"
X Link 2025-12-13T16:37Z 36.6K followers, XXX engagements
"BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantirs office. We cover: - $PLTR record earnings - $500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality value creation & helping Americans win - Dyslexia artistry & Karps leadership philosophy - The Legacy of Rosita - Cupcakes Special thank you to @elianoayounes for the strategic vibes & the @PalantirTech team for helping put this together Highlights: (00:00) Inside Palantir w/ Alex Karp (02:16) Building w/o hierarchy the anti-playbook culture"
X Link 2025-11-11T14:27Z 36.9K followers, 4.1M engagements
"How learnings & ideas from working at Goldman Sachs & Bridgewater to Citadel & Citadel Securities led Luana (@luanalopeslara) & Tarek (@mansourtarek_) to create Kalshi X years later it's worth $XX billion"
X Link 2025-12-04T00:07Z 36.9K followers, 268.3K engagements
"Drew Oetting (@andrewoetting) Founding Partner of @8vc explains how similar to AI biotech breakthroughs are limited not by science but by the lack of scalable manufacturing & outdated regulatory systems COVID dramatically exposed how outsourcing pharma production left critical gaps in manufacturing capacity & essential supply chains. even as the U.S. leads the world in scientific & technological innovation Which is why in 2020 8VC co-founded Resilience a U.S.-based CDMO to help rebuild domestic capacity. . . . "I think that the same way that in order for AI to realize its potential for our"
X Link 2025-12-13T22:18Z 37K followers, 5366 engagements
"Have you seen Alex Karp's sword"
X Link 2025-11-11T15:52Z 36.9K followers, 4.9M engagements
"You wont believe who we just interviewed here"
X Link 2025-12-06T19:47Z 36.9K followers, 181.7K engagements
"BREAKING: Manny Medina Co-Founder & CEO of Paid & former CEO of $4.4B Outreach joins me in London to discuss the $19.9T AI agent opportunity. Roughly $XXX billion in SaaS revenue is trapped inside legacy pricing & delivery models After scaling Outreach from scratch to 6000 customers 220000 active users & $250M in ARR. Manny (@medinism) saw firsthand how traditional SaaS monetization models break down when software shifts from user-driven actions to agentic systems performing complete end-to-end workflows. He founded @paid_ai to close this gap. Early customers have already reported 2040%"
X Link 2025-12-11T15:06Z 37K followers, 14.9K engagements
"@a16z @eriktorenberg I like this graphic"
X Link 2025-12-12T16:02Z 37K followers, 3067 engagements
"@ScottNolan @generalmatter @foundersfund"
X Link 2025-12-13T20:34Z 37K followers, 2362 engagements
"FURY: "We were competing against Boeing Northrop Grumman Lockheed Martin & in the end Anduril beat all of them." Palmer Luckey (@PalmerLuckey) Anduril "This is the first autonomous fighter that the United States Air Force has ever procured. We recently just flew it for the first time. We went from signing a contract with the Air Force to first flight in XXX days which is as far as I know the fastest new fighter development program since the end of the Korean War. The really exciting thing about this program is we are competing against a lot of the big guys. So we are competing against Boeing"
X Link 2025-12-15T16:44Z 37K followers, 101K engagements
/creator/x::MollySOShea