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October was insane.
I still don’t know what day it is.
I can barely keep up with how much content & growth we’re reaching, from podcasts, to newsletters, we hit 25M+ views from 3 clips on a secret account we’re running, moderated the Citadel Securities Conference with Kalshi, releasing extra clips on X, merch, & more..
so I put it all in one quick email to catch-up.. and holy sh*t.
Podcasts
Sequoia Launches 2 New Early Stage Funds: $200M Seed Fund VI & $750M Venture Fund XIX Interview with Alfred Lin, No 1 Midas List Investor (2 yrs in a row) → Listen on X, Spotify, YouTube, Apple
Part II: Alfred Lin, Sequoia OpenAI, Airbnb, Citadel Securities, Profound, Clay, Kalshi → Listen on X, Spotify, YouTube, Apple
Inside Coatue: How the $70B Asset Manager Trades & Invests in Tech Gamestop, Applovin, Meta, Google, AI, Meme Stocks → Listen on X, Spotify, YouTube, Apple
Who is Elad Gil? State of Tech Investing + Lessons from the 1999 IPO Boom $1B+ Solo-GP Fund, 200+ Investments ~40 valued $1B+ → Listen on X, Spotify, YouTube, Apple
Part II: Elad Gil, Jared Kushner & Eric Wu Brain Co AI Incubation Markets, Redemption Stories → Listen on X, Spotify, YouTube, Apple
Inside The $2.2B AI Research Accelerator: Turing | Power Shift In AI Training: Turing, Scale AI, Mercor, Surge → Listen on X, Spotify, YouTube, Apple
17x Midas List VC Navin Chaddha on The 100x AI Opportunity | $3B+ in AUM, 120 IPOs, 225+ M&A → Listen on X, YouTube, Spotify, Apple
Made in America Series 🇺🇸
First episodes include Palantir, 137 Ventures, General Matter..
CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity
Drones + Unclassified Information → Listen on X, Spotify, YouTube, Apple
Newsletters
Ken Griffin & Citadel Securities EA LBO, OpenAI Markets, Jim Esposito, Kalshi, Cerebras, Vercel, Supabase
Joshua Kushner, JPMorgan $1.5T Initiative, Industry Ventures/Goldman Base Power, Stoke Space, Kalshi, Crosby, Thermopylae Aerospace Corp
$1B+ Deal: Crusoe Chainguard, Tempo, Anduril & OpenAI Acquisitions, Sourcery 100 Ultimate List
NVDA or nothing. Peak AI valuations? YouTube Sucks. $100M+ Rounds, Sora 2, Oura, OpenAI x Anthropic
Fundings
Base Power Raises $1 Billion Series C Led by Addition Zach Dell, CEO | $200M Series B → $1B Series C in <6 months → Listen on X, Spotify, YouTube, Apple
Carta Acquires Sirvatus: Private Credit’s Ascent: LBOs & Competition w/ Banks
Carta Acquires Accelex: AI-Powered LP Data Automation
Carta Q2 2025 VC Fund Performance Report | New 2025 focus for VCs: Returning capital to LPs
Top X Posts
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Brex—The intelligent finance platform: cards, expenses, travel, bill pay, banking—wrapped into a high-performance stack. Built for scale. Trusted by teams that move fast.
As a Sourcery subscriber you get: 75,000 points after spending $3,000 on Brex card(s), white-glove onboarding, $5,000 in AWS credits, $2,500 in OpenAI credits, & access to $180k+ in SaaS discounts. On top of $500 toward Brex travel, $300 in cashback, plus exclusive perks (like billboards..) visit → brex.com/sourcery
Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance, and enable enterprises to turn those models into powerful, production-ready systems. Visit: turing.com/sourcery
Carta—Carta connects founders, investors, and limited partners through software purpose-built for private capital. Trusted by 2.5M+ equity holders, 65,000+ companies in 160+ countries, Carta’s platform of software & services lays the groundwork so you can build, invest, and scale with confidence. Visit carta.com/sourcery
Kalshi—The largest prediction market & the only legal platform in the US where people can trade directly on the outcomes of future events (sports, politics, weather, AI, etc).