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Sourcery Live, Mini-Series in the South of France 🇫🇷
Sourcery Live goes inside some of the biggest shifts & hottest takes happening across AI infrastructure, defense, logistics, photonics, semiconductors & global company building.
We filmed the series in Cap Ferrat with founders, executives & investors building across the physical and digital layers of the economy.
Courtesy of our friends at Strike Capital.
Interviews with:
Shuo Wang - Co-Founder & CRO of Deel
Sean Henry - CEO of Stord
Aistis Šimaitis- CEO & Co founder of Onodrim
Herwig Van Hove - Founder & CEO of Thema
Yannick De Koninck - CTO of Thema
Bruno Wejchert - Strike Capital
Steven Latre - VP of AI at Imec
George Hadjiminas - Chief Strategy Officer - Theon International & EFA Group
Adam Chambers - Strike Capital
How Deel Scaled From $100M to $1B+ ARR in 3 Years (now at $1.5B+)
Shuo Wang, Co-Founder & CRO of Deel
Deel went from $1M to $100M in ARR in under 20 months, then from $100M to $1B in three years. We break down the sales machine behind the company, building a global organization from day one & why Shuo thinks founders simply aren’t selling enough.
→ Listen on X, Spotify, YouTube, Apple
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Shuo Wang, Co-Founder & CRO at Deel
(00:41) How Deel went from $100M to $1B ARR in 3 years
(02:43) Why Deel went global from day one
(03:36) Who uses Deel? From ElevenLabs to Chanel
(04:16) Hot take: People need to sell more
(05:15) Why sales is really about systems
(06:18) How to build a winning remote sales team
(07:48) Going global with Snoop Dogg
(08:34) How Shou and Alex divide the roles
(09:23) The founder who inspired Shuo
(10:24) The Bezos mindset
(11:36) Hot take: Why founders need to sell more
The $3B Company Trying to Beat Amazon Prime
Sean Henry, Founder & CEO of Stord
Stord is crossing $1B in annual revenue after 10Xing the business in four years. The company now handles roughly 100M packages a year, ~$20B in GMV & 8B operational data points as it makes a major push into robotics and AI.
→ Listen on X, Spotify, YouTube, Apple
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Sean Henry, Founder & CEO at Stord
(00:41) What Stord is building in logistics
(02:42) Why robotics is finally ready for the real world
(04:37) How Stord is teaching robots to work
(06:09) Do humanoid robots actually make sense?
(07:20) Why owning the whole supply chain matters
(10:01) The problem that started Stord
(11:53) The Thiel Fellowship lesson: Build a monopoly
(13:10) Hot take: Why AI and robotics will become commodities
The $10T AI Buildout Has a Photonics Problem
Herwig Van Hove & Yannick De Koninck, Thema
AI’s infrastructure problem is moving beyond compute. Yannick left NVIDIA after helping take its silicon photonics technology from scratch to product-ready maturity. We go inside the race to scale photonics manufacturing as copper, power & data movement become increasingly important constraints on AI factories.
→ Listen on X, Spotify, YouTube, Apple
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Herwig, Founder & CEO and Yannick, CTO at Thema
(00:40) Yannick's path into silicon photonics
(02:16) From Investor to Operator
(03:14) Why GPUs can't rely on copper anymore
(05:02) Traditional data centers vs. AI factories
(07:12) Why NVIDIA broke the supply chain
(12:40) How Thema actually got started
(19:08) Commercial progress, timelines and supply constraints
(22:41) Is Europe actually ready for this?
(23:54) The Biggest misconceptions about European AI
(26:22) Data center backlash in Europe vs. the US
(29:19) Why Photonics is still just getting started
The $500B Opportunity in Europe’s Defense Buildout
Aistis Šimaitis, Onodrim, George Hadjiminas, Theon International & EFA Group, & Bruno Wejchert, Strike Capital
Europe is rearming after decades of underinvestment, but capital alone doesn’t solve the industrial problem. We unpack the manufacturing capacity, supply chains & volume required to rebuild Europe’s defense industrial base.
“Prototypes don’t fight wars.”
→ Listen on X, Spotify, YouTube, Apple
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Bruno Wejchert, Aistis Šimaitis & George Hadjiminas
(00:40) The state of European defense since Ukraine
(04:52) Europe's Biggest Defense white space
(07:21) How autonomous warfare is reshaping the supply chain
(09:51) Tech or Industrial: Who wins in Defense?
(11:58) The Biggest misconception about European Defense
(15:50) "Choice is an Illusion"
(17:28) Lessons from Alex Karp's Palantir
(18:08) Could Europe build a $500B Defense company?
IMEC Says Today’s *AI* Will Look Ancient in 10 Years
Steven Latré, imec & Adam Chambers, Strike Capital
Almost every chip in the world today has been touched by imec in some way. Steven and Adam take us inside the semiconductor technologies being developed years ahead of the commercial market, from memory and photonics to the physical limits of transistor scaling.
Steven’s prediction for where this is heading
“I think we’re gonna, five to 10 years from now, we’re gonna laugh at how old-fashioned AI was today.”
→ Listen on X, Spotify, YouTube, Apple
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Steven L. (VP, AI at Thema) & Adam Chambers
(00:40) The end of Moore's Law
(04:17) Is hardware the new software?
(06:41) Is there a limit to how many chip companies can exist?
(07:58) Will AI models keep getting bigger?
(08:58) Photonics vs. Copper
(11:35) "We'll laugh at today's AI in 10 years"
Brought to you by:
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Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: deel.com/sourcery
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