USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano
USV spent 20 years keeping its funds small on purpose. Its new $900M raise is the largest fund cycle in the firm’s history.I sat down with USV General Partners Fred Wilson, Rebecca Kaden and Michael M...
8 Loka 1h 25min
John Collison, Stripe: AI Agents Will Rewire the Internet
John Collison, Co-Founder of Stripe, on how AI agents are changing commerce, payments and the internet itself.I sat down with John at Browserbase Navigate to talk agentic commerce, computer use, cyber...
5 Loka 28min
Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO
Jonathan Siddharth, Co-Founder & CEO of Turing, joins Sourcery to break down how AI training & deployment are changing in 2026.We cover the shift from training models to pass benchmarks to training ag...
2 Loka 58min
Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor
Annie Lamont is Co-Founder and Managing Partner of Oak HC/FT, the healthcare and fintech investment firm she built with Andrew Adams. Across 40+ years she has managed $14B, backed 70+ successful exits...
1 Loka 1h 2min
IMEC Says Today’s AI Will Look Ancient in 10 Years
AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the...
30 Syys 13min
The $500B Opportunity in Europe’s Defense Buildout
Europe is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems.After decades of underinvestment, Europe's defense industry needs ...
30 Syys 21min
The $10T AI Buildout Has a Photonics Problem
AI's next infrastructure bottleneck? It's everything connecting them.As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper interconnects are running out ...
30 Syys 33min
The $3B Company Trying to Beat Amazon Prime
Stord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years.The goal: level the playing field with Amazon Prime for the other two-thirds of com...
29 Syys 14min
