Archive - Sourcery

BREAKING: Base Power Hits $13B on $1B Series D

$2.5B+ Total Funding | Base Core Launch

Aug 3 • Molly O’Shea

ICYMI: Leopold, Space Lasers, Devin

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Aug 2

BREAKING: Voice AI is Dominating

120M Conversations a/wk, 4x YouTube

Aug 2

July 2026

BREAKING: Lumentum CEO on How Lasers Are Transforming AI Data Centers

Stock went up 1000%, Copper is out, optics are in

Jul 29

BREAKING: “Devin Writes 95% of Our Code” Scott Wu, CEO of Cognition

$500M ARR in < 3 years, $2.5B in funding

Jul 28

ICYMI: Friedberg, BlackRock, MongoDB, +HOT TAKES

Must-listen Conversations

Jul 25 • Molly O’Shea

BREAKING: BlackRock's Tony Kim on Tech's $10T Systemic Rebuild

$15T+ AUM. Chips, Memory, Robotics, Quantum..

Jul 24 • Molly O’Shea

BREAKING: David Friedberg on America vs Socialism

Why America's Bottom 50% Got Left Behind

Jul 22 • Molly O’Shea

BREAKING: Inside AI's Biggest Downstream Winner.. the Surge in AI Database Demand

MongoDB CEO CJ Desai

Jul 20

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

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

Jul 19 • 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..

Jul 19 • Molly O’Shea

BREAKING: SambaNova Hits $11B Valuation

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

Jul 17

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