Sourcery | Molly O’Shea | Substack

ICYMI: SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes

Dylan Patel, Qasar Younis, Nebius, Open vs Closed Source, Memory..

18 hrs ago • Molly O’Shea

ICYMI: AMD, Coatue, Starcloud, Liquid AI.. 10 Hot Takes From The Biggest Names in AI

Open vs Closed Source?? SpaceX IPO undervalued..

18 hrs ago • Molly O’Shea

BREAKING: SambaNova Hits $11B Valuation

Are $50-100B Data Centers Necessary? Inference 101

Jul 17

BREAKING: Senra Raises $65M Series B by Lowercarbon & Interlagos

SpaceX Alumni, Wire Harnesses, $112M Total Funding

Jul 15 • Molly O’Shea

BREAKING: Cerebras CEO Andrew Feldman

$20B OpenAI Deal, 1,000 Millionaires, SpaceX, Inference

Jul 14

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EXCLUSIVE: How Whop Hit $1.2+ Billion GMV Run Rate with Just 20 Engineers

May 23, 2025 • Molly O’Shea

BREAKING: Carta's VC Fund Performance Report

Mar 25, 2025 • Molly O’Shea

Josh Kushner on Building Thrive

Feb 18 • Molly O’Shea

BREAKING: Inside General Catalyst’s $1.5B AI Roll-Up Engine: The Creation Strategy

Dec 5, 2025 • Molly O’Shea

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