BREAKING: X, xAI, SpaceX | Shaun Maguire, Sequoia
Elon, Vlad Tenev, UAPs + X Exclusive: Psyops
Harmonic, Physics, X
Sequoia Capital Partner Shaun Maguire returns to Sourcery for a conversation on Mathematical Superintelligence, physics, X, and the limits of human understanding.
→ Listen on X, Spotify, YouTube, Apple
Shaun explains why he and Andrew Reed invested in Harmonic, the new AI company co-founded by Robinhood CEO Vlad Tenev and Tudor Achim. And how reinforcement learning combined with formalized proofs is enabling frontier-level mathematical reasoning at a fraction of the cost of major AI labs.
We also get into physics, time travel, and UAPs, before turning to free speech and information warfare, where Shaun discusses Sequoia’s $800M investment in X’s take-private and argues that much of today’s media and political chaos traces back to Cold War–era KGB psyops that never truly ended.
Elon’s Playbook: SpaceX, xAI, & Trillion-Dollar Ambition
Elon Musk has built more category-defining companies than any founder alive — Sequoia Capital & Partner Shaun Maguire have backed five of them: SpaceX, xAI, Neuralink, The Boring Company, and X.
“I first invested in 2019, in cumulative invested probably $1.2 billion, & across all the different funds, that position’s worth about $12 billion today.. in the $800 billion valuation.
And so hopefully, in the IPO it’s worth a lot more than that.”
→ Listen on X, Spotify, YouTube, Apple
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X Exclusive: Cold War Psyops + Info Warfare
In an exclusive segment for X (because YouTube would censor it), Shaun discusses free speech, narrative power, and information warfare, explaining why platforms like X matter in an era of global information conflict. He makes the case that much of today’s political and media chaos is the downstream effect of Cold War–era KGB psychological warfare tactics that never truly ended — they simply evolved and changed hands.
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