Best Lucy Lin Podcasts (2025)

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How The Thiel Fellowship Created $750B+ In Value | Ethereum, Figma, OYO 1:05:48

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4d ago1:05:48

1:05:48

In just over a decade, The Thiel Fellowship has produced more than $750B* in value creation, with a 13.79% unicorn hit rate. Fellows launched some of the most important companies of the 21st century — Vitalik Buterin’s Ethereum, Dylan Field’s Figma, Lucy Guo’s Scale AI, Ritesh Agarwal’s OYO, Laura Deming’s Longevity Fund, and more. In this episode…

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Inside OpenAI’s $500B Valuation | Altimeter’s Largest Bet 59:15

6d ago59:15

59:15

With $10B+ in AUM, Altimeter has made their largest bet in its history on OpenAI. Known for disciplined bets in generational companies like Snowflake, SpaceX, Anduril — and now OpenAI, the firm is now fully committed to the AI supercycle. In this episode, Apoorv Agrawal, Partner at Altimeter focused on AI and software, joins Molly O’Shea to break d…

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How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic 57:46

11d ago57:46

57:46

With $6B+ in AUM, 8VC has taken a different approach to venture capital: instead of just funding startups, they also build them. Founding Partner Drew Oetting joins Sourcery to unpack 8VC’s infamous “Build” Program, where nearly 30% of the fund’s capital goes into companies they co-found. With a track record of creating 28 companies—including Affin…

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Hacking Yeast With A Microbiologist: How Microbes Are Powering the Future of Food 1:03:30

14d ago1:03:30

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Send us a text Think yeast is just for bread and beer? Think again! Discover how this tiny microorganism is driving the future of biofuels, cleaning up oil spills, transforming sustainable food, and creating eco-friendly materials. On Emerging Tech Unpacked, host Lucy Lin dives deep into the incredible world of “yeast hacking” with trailblazing mic…

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How to Build a $100M+ Cult Brand: Sophia Amoruso on Nasty Gal, Girlboss & Trust Fund 52:33

15d ago52:33

52:33

Sophia Amoruso is more than a founder, she’s a cultural icon. She built Nasty Gal from an eBay store into a $350M fashion powerhouse, bootstrapping to $28M in revenue, owning 80% at peak valuation, & crossing $100M in sales before VC funding led to bankruptcy. At the same time, she created GirlBoss—one of the first major movements for women in busi…

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Rainmaker’s Secret AI Plan for Superintelligent Weather 47:53

18d ago47:53

47:53

In this episode of Sourcery, Augustus Doricko (Rainmaker) & Alex Levy (Atmo) break down how they’re reengineering the weather to solve one of humanity’s biggest challenges: freshwater scarcity. Rainmaker delivers water to farms, ecosystems, and watersheds through a modern precipitation enhancement system—combining radar validation, AI modeling, wea…

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How The Rarest Company On Earth Raised $75M 38:41

22d ago38:41

38:41

Vulcan Elements CEO John Maslin joins Sourcery to announce their $65M Series A led by Altimeter (Brad Gerstner, Erik Kriessmann) with participation from One Investment Management (Rajeev Misra) to build the most advanced rare earth magnet factory in America—fully decoupled from China. Bringing their total funding to $75M. We cover why rare earth ma…

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Nuclear Race to Power AI: Valar Atomics, Fuse, Not Boring 49:58

25d ago49:58

49:58

Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) join Molly O’Shea to explore how nuclear energy—fission and fusion—is at the heart of America's industrial resurgence and the race for AI dominance. Isaiah unpacks Valar Atomic’s plan to scale modular fission reactors across the U.S., breaking decades of regulatory sta…

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Carta’s Path to $500M ARR, Raising $1B, & Why PE is The Future | Henry Ward, CEO 36:43

27d ago36:43

36:43

Henry Ward, CEO of Carta, joins Sourcery to share how the company scaled to nearly $500M in ARR, raised $1B across seven rounds, and evolved from a startup serving cap tables to a platform targeting massive markets like private equity and private credit. Ward discusses the Peter Thiel-inspired strategy of dominating small markets before expanding, …

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Peter Thiel’s $50M Bet on American Nuclear Fuel, General Matter 32:20

1M ago32:20

32:20

Scott Nolan, Founder & CEO of General Matter and Partner at Founders Fund, joins Sourcery to break down America’s urgent need to rebuild its nuclear fuel supply chain. With $50 million in funding led by Founders Fund, General Matter is developing U.S.-based production of HALEU (high-assay low-enriched uranium), the nuclear fuel critical for powerin…

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Antimicrobial Resistance: A Global Health Crisis Explained 1:25:20

1M ago1:25:20

1:25:20

Send us a text What if the medicines you rely on suddenly stopped working? In this episode of Emerging Tech Unpacked, host Lucy Lin is joined by Dr Christine Carson, founder and Chief Scientific Officer of Cytophenix, a trailblazer in tackling the urgent crisis of antimicrobial resistance (AMR). Discover how AMR threatens everything from routine su…

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Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures 24:24

1M ago24:24

24:24

Christian Garrett, Partner at 137 Ventures and Co-Founder of the Hill & Valley Forum, returns to Sourcery for a deep dive into Winning the AI Race—a high-stakes summit bringing together Trump, J.D. Vance, top tech CEOs, and government leaders to chart America’s AI future. In this fast-moving conversation, Christian breaks down how AI is driving rei…

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How Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth Industry 58:06

1M ago58:06

58:06

Samir Vasavada joins Molly O'Shea on Sourcery to share how he and his co-founder Runik Mehrotra launched Vise as teenagers and scaled it to over $22 billion in platform assets with their leanest team ever: just about 40 people. After a record-breaking Q2 and 1275% YoY growth, Vise is leading the shift to Wealth 3.0 with personalized, automated port…

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Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC 53:59

1M ago53:59

53:59

Rune Kvist, CEO & Founder of the Artificial Intelligence Underwriting Company (AIUC), joins Sourcery to break down how his team is building the confidence infrastructure for AI adoption — and why every AI agent will soon need to be certified and insured. AIUC just came out of stealth with a $15M seed round led by Nat Friedman (NFDG), with participa…

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How Palantir Is Modernizing the Military With AI 36:32

1M ago36:32

36:32

Greg Little, Senior Counselor at Palantir, joins Sourcery to discuss how AI is reshaping national defense, why America must rebuild its manufacturing base, and the urgent need to weaponize capitalism. He shares a Game of Thrones-inspired breakdown of the defense ecosystem—from Lockheed to startups—and how Palantir’s tools are driving outcomes acros…

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Hadrian Raises $260M Series C Led by Founders Fund & Lux Capital; A Turning Point for U.S. Manufacturing 32:48

2M ago32:48

32:48

Chris Power, CEO of Hadrian, returns to Sourcery to break down the company’s newly announced $260M Series C.. bringing Hadrian’s total investment to ~$500M since founding the company in 2020. This round was closed in 3 weeks, with equity led by Delian Asparouhov of Founders Fund and Lux Capital, alongside a factory expansion loan facility from Morg…

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How Brex Hit $100B+ in TPV | M&A & Road to IPO 1:35:14

2M ago1:35:14

1:35:14

Art Levy, Chief Business Officer at Brex, the $12.3 billion modern finance behemoth, breaks down why we’re seeing a Golden Age of M&A, with mega-acquisitions, reverse acqui-hires, and aggressive consolidation across the AI landscape. From Meta’s $14B 49% stake in Scale AI, to Google’s $32B Wiz deal, & Stripe’s aggressive crypto rail strategy, Art o…

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Inside a16z’s $15M Bet on Cluely: Lead Investor Bryan Kim Reveals All 1:12:08

2M ago1:12:08

1:12:08

Bryan Kim, Partner at Andreessen Horowitz (a16z), focuses on early-stage investments in consumer and application-layer AI. He has invested in some of the most prolific consumer companies like: Captions, ElevenLabs, BeReal, Function Health, and more. One of his recent investments is viral phenomenon, Cluely, a controversial San Francisco-based AI st…

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Insect Farming and Robotics: The Future of Food Waste Solutions 1:16:16

2M ago1:16:16

1:16:16

Send us a text How can maggots and robots solve the global food waste crisis? Join host Lucy Lin on Emerging Tech Unpacked as she sits down with Olympia Yarger, Founder and CEO of GOTERRA, the “Maggot Lady” herself, for an eye-opening conversation about insect farming, robotics, and the future of sustainable food waste solutions. Discover how milli…

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How Jack Altman Hit 100x Growth With Uncapped: AI, VC, Founders 51:26

2M ago51:26

51:26

Jack Altman built Lattice into a multi-billion-dollar category leader, raising hundreds of millions along the way. Now he runs Alt Capital, backing 25 bold AI startups out of the $150M AUM fund III. This includes existing portfolio companies like Antares, Owner.com, David AI, Retell AI and more. In addition to that, we breakdown Jack’s new podcast …

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Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO 54:19

2M ago54:19

54:19

Roy Lee, Founder & CEO of Cluely, announces their $15M from Andreessen Horowitz to build what they call the most viral AI startup in the world. In this deep dive, we break down their product, business model, fundraising strategy, controversial stunt marketing playbook, and what it means to scale with creator-led growth. With over $20M in total fund…

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How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders 54:21

3M ago54:21

54:21

Paul Klein IV, founder & CEO of Browserbase, announces their $40M Series B at a $300M valuation led by Notable Capital. Browserbase has raised $67.5M in total funding in just 15 months (!!) since founding the company. Existing investors include big Silicon Valley funds like Kleiner Perkins, CRV, Basecase, and more. Paul shares how Browserbase is po…

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Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board 1:27:44

3M ago1:27:44

1:27:44

Cameron McCord, CEO & Founder of Nominal, discuss their recent $75 million Series B round led by Sequoia, bringing their total funding to over $100 million. With this funding, #1 on the Midas list investor, Alfred Lin of Sequoia is joining their board. Alongside Stephen Slattery, Growth & Product at Nominal, they delve into Nominal’s rapid 10-day f…

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Nucleus Launches First Genetically Optimized Embryo 35:29

3M ago35:29

35:29

With $32M in total funding, Nucleus CEO Kian Sadeghi joins Molly to discuss the groundbreaking launch of Nucleus Embryo, a genetic optimization software designed to give children the best possible start in life. Kian explains how the software analyzes comprehensive genetic profiles of embryos, helping parents make informed decisions about traits su…

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How Wander Raised $50M to Reinvent Luxury Travel 1:08:29

3M ago1:08:29

1:08:29

In this episode, John Andrew Entwistle, founder & CEO, breaks down Wander’s explosive growth and recent $50M Series B round led by QED Investors and Fifth Wall, with support from Redpoint, Uncork, Starwood Capital, and Breyer Capital. Wander is building the first vertically integrated platform in vacation rentals, targeting the $35B luxury short-te…

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How Whop Hit $1.2B GMV Run Rate with Just 20 Engineers 53:34

3M ago53:34

53:34

Whop CTO Jack Sharkey reveals how they built a $1.2 billion GMV run rate platform with just 20 engineers, processing $108 million monthly & 5+ billion views for 28,000 creators worldwide. Whop has raised $80 million, valued at $800 million. He shares controversial takes on why junior engineers should skip big tech to build their own projects, how A…

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How Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 Space 55:18

4M ago55:18

55:18

Erik Kriessmann, Partner at Altimeter, joins Molly O'Shea to share his journey from leading human capital at Khosla & Index to writing $100+ million checks into Aerospace & Defense at Altimeter's $10 Billion AUM Fund. We go deep into his investment strategies, and his thoughts on key industry trends. Learn about his work with prominent companies li…

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Bucky Moore Joins $30 Billion AUM Mega Fund Lightspeed 44:46

4M ago44:46

44:46

Bucky Moore joins Molly O'Shea to announce his new role as Partner at $30B AUM Lightspeed Venture Partners. Bucky opens up about his transition from Kleiner Perkins, the decision to join an established platform versus launching his own fund, the structural and economic elements of changing funds, and what it means to invest at the earliest stages d…

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Olympic Swimming Tech: How Australia Dominates with AI, Wearables & Data 1:02:30

4M ago1:02:30

1:02:30

Send us a text How does Australia, a nation of just 26 million, consistently dominate Olympic swimming? In this episode of Emerging Tech Unpacked, host Lucy Lin sits down with Jess Corones, General Manager of Performance Support and Olympic Campaign at Swimming Australia, to reveal the tech and teamwork powering Australia’s swimming success. Discov…

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Windsurf: The Making of a Billion-Dollar AI Company 1:04:00

4M ago1:04:00

1:04:00

Leigh Marie Braswell, Partner at Kleiner Perkins, speaks with Molly O'Shea on the rise of AI and its impact on venture capital. We discuss KP's 21st venture fund, KP21, an $825M fund to back early stage companies, and their third select fund, KP Select III, a $1.2 billion fund to back high inflection investments. We also go deeper into key AI infra…

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Superpower Raises $30M Series A Led by Forerunner 48:59

4M ago48:59

48:59

Jacob Peters, CEO & Co-Founder of Superpower, shares their recent $30 million Series A funding led by Forerunner Ventures. We go deeper into their ambitious vision of having an AI doctor in everyone's pocket and his own personal health journey that inspired the creation of Superpower. Superpower aims to provide a holistic and data-driven alternativ…

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How Autopilot REVEALS Political Insider Trading | Chris Josephs 1:07:08

5M ago1:07:08

1:07:08

Chris Josephs, Co-Founder of Autopilot, dives into the intricacies of political insider trading, the venture-backed journey of Autopilot, and their innovative growth strategies. Chris discusses the evolution from their social investing app, Iris, to launching Autopilot, which allows retail investors to follow top investors' portfolios. We explore h…

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Base Power's $200M Series B Co-Led by Lee Fixel of Addition, A16Z, Lightspeed, & Valor Equity Partners 58:25

5M ago58:25

58:25

Zach Dell and Justin Lopas, co-founders of Base, discuss their recent $200 million Series B funding and their ambitious vision for revolutionizing the energy industry. Co-led by Addition, Andreessen Horowitz, Lightspeed Venture Partners and Valor Equity Partners with participation from existing investors Thrive Capital, Altimeter, Terrain, Trust an…

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Human Centric Cybersecurity Unpacked: Building a Culture of Protection & Accessibility 1:00:28

5M ago1:00:28

1:00:28

Send us a text From a $25 million deepfake scam to massive data breaches affecting millions, it is no wonder that a potential cybersecurity attack keeps many people awake at night. In a world obsessed with technological solutions, we've overlooked our greatest asset and cybersecurity vulnerability: humans. From insider threats to phishing emails to…

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Delian Asparouhov: Varda’s Space Factories & Founders Fund 55:31

5M ago55:31

55:31

Delian Asparouhov, Co-Founder of Varda & Partner at Founders Fund | We discuss Varda's recent space missions, regulatory challenges, and the broader impact of venture capital in the aerospace industry. Delian shares insights on the complexities of defense and space regulations, the relationship between Silicon Valley and Washington DC, and in parti…

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SpaceX, Stripe, X, Ramp, Anduril: Navigating Liquidity in Private Markets 1:11:13

6M ago1:11:13

1:11:13

Molly O'Shea speaks with Christian Garrett, Partner at 137 Ventures. Christian shares his insights on the current state of private markets, the mechanics of high profile secondaries, and the growing liquidity squeeze faced by VCs. We also take a closer look at SpaceX's financing history, how 137 Ventures got involved, and why SpaceX runs tenders ev…

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Arielle Zuckerberg, Winning Founder Recipe: The Rizz & Tiz 46:22

6M ago46:22

46:22

Behind the Magically Weird: Arielle Zuckerberg on Long Journey Ventures, Unique founders, and Purpose-Driven Investing Molly O'Shea speaks with Arielle Zuckerberg, diving into her journey at Long Journey Ventures, discussing her unique investment philosophy and the importance of purpose-driven investing. From her hobbies like skiing and DJing to th…

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Kalshi CEO Tarek Mansour - The Future of Free Markets 53:28

6M ago53:28

53:28

Tarek Mansour, is the Co-Founder & CEO of Kalshi, a regulated exchange & prediction market where you can trade on the outcome of real-world events (buy and sell event contracts). Kalshi has had a huge start to the year post-election from unlocking significant new markets, launching new products, integrating with top brokers like Robinhood and Webul…

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Generative AI Design Unpacked: Creativity in the AI Age 1:00:44

6M ago1:00:44

1:00:44

Send us a text Ever wondered how AI is transforming the creative world? In this podcast episode, Emerging Tech Unpacked host Lucy Lin spoke to Canva’s Head of Generative AI Design, CJ Jones, about the future of creativity, generative AI design and her global career working at the bleeding edge of design and technology. You'll discover why getting b…

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Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond 39:32

6M ago39:32

39:32

Dylan Diamond is the Co-Founder & CEO of Saturn, a viral Gen Z calendar app that's raised $68M after starting as a high school project. In this conversation, Dylan shares his journey of attracting major investors like Jeff Bezos and Mark Benioff, scaling the app to millions of users, and maintaining high retention rates across 18,000 schools. We al…

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Packy McCormick, Not Boring | How writing led to investing in Ramp, Scale AI, Replit, Varda 1:01:35

7M ago1:01:35

1:01:35

Packy McCormick I've teamed up with Passes to grant us access to a pro podcast studio in LA, exclusive early releases, audience Q&A, & BTS content. Sign up for Passes for more Sourcery content! https://www.passes.com/ Follow Sourcery for the latest updates! https://www.sourcery.vc/ Molly on X: https://x.com/MollySOShea Packy on X: https://x.com/pac…

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Zoom to Salesforce: How Emergence Capital Picks Billion-Dollar Winners 1:21:55

7M ago1:21:55

1:21:55

Today Molly O’Shea speaks with Founding GP Gordon Ritter & new Partner Yaz El-Baba of $2.3B AUM VC fund Emergence Capital. We cover everything from the IPO window, Stargate, the macro environment, the state of AI, the app layer to infrastructure, preventing the AI plateau, to Emergence’s history & evolution. Emergence Capital is a venture capital f…

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$688 Million AUM in 2 Years Investing in Data, AI, Web3 & Blockchain | Tomasz Tunguz 38:38

7M ago38:38

38:38

Tomasz Tunguz is a prominent venture capitalist and the founder & GP of Theory Ventures, a $688M AUM fund. Theory focuses on investing $1-25m in early-stage companies that leverage technology discontinuities into go-to-market advantages. Before Theory, he was a managing director at Redpoint Ventures, where he led investments into companies such as …

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Unlocking Mental Resilience: How Spartan Race Builds Unstoppable Minds | CEO Joe De Sena 34:11

8M ago34:11

34:11

Joe De Sena is the founder and CEO of Spartan Race, Inc. In this conversation, we discuss Joe’s 20+ years of Spartan Race, surviving covid, acquiring competition and investing in fitness companies. We also get into fitness tips, what to avoid, and how you can train for a Spartan Race. Follow Sourcery for the latest updates! https://www.sourcery.vc/…

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Deepfake Technology Unpacked: Intelligence Expert Explains AI Deception and Truth 56:44

8M ago56:44

56:44

Send us a text How do you spot a deepfake image or video? Is it missing fingers, unnatural blinking or mismatched lip movements? In this podcast episode, Emerging Tech Unpacked host Lucy Lin spoke to intelligence expert Emerald Sage about deepfake technology and her career working for a national security intelligence organisation. From political ma…

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Cyan Banister & Lee Jacobs Investing in the Magically Weird | SpaceX, Uber, Anduril, Crusoe 56:22

9M ago56:22

56:22

In this episode, Molly O'Shea speaks with Cyan Banister and Lee Jacobs to discuss the unique investment strategy of Long Journey Ventures, focusing on their ethos of 'Magically Weird.' Their investments include breakout companies like SpaceX, Uber, Anduril, Crusoe, Notion, DeepMind, Loom, Postmates, and more. We explore how they build a community o…

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How Lucy Guo Is Building A Creator Empire with Shaq, Kygo & Olivia Dunne | Passes 34:57

9M ago34:57

34:57

Lucy Guo is a prominent entrepreneur and investor, known for her role as a co-founder of various technology startups. She gained recognition as one of the early employees at the artificial intelligence startup, Scale AI. We recorded this episode live from Lucy's new studio in Los Angeles! In this conversation, we discuss building in the creator eco…

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Live Podcast: AI & Design, Sports & Data and Indoor Vertical Farming with Canva, IBM and Invertigro 56:29

9M ago56:29

56:29

Send us a text Ada Lovelace was a mathematician and often called the first computer programmer. According to the Office of the Chief Scientist, women comprise only 28 % of the STEM workforce and even less for women in the new and emerging tech industries. So picture this: CJ Jones, the Head of Generative AI Design from Canva, unveiling the secrets …

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S4 E8 New Tech Every Day with Nancy Torres 25:24

9M ago25:24

25:24

Finishing up the season with another KBS lecturer; Nancy Torres has worked for universities, government, and private sector. She's an advisor to start ups in their initial phases of ideation and development. We discuss how new tech can be something to be embraced, not just in the world of entrepreneurship, but for every day professionals.…

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Dan Wright, CEO Armada | Trae Stephens Next Big Bet 34:53

9M ago34:53

34:53

Today Molly O'Shea speaks with Dan Wright, CEO of Armada, backed with $100M to date from notable investors like Trae Stephens from Founders Fund, 137 Ventures, Lux, Dragon Global, Microsoft’s M12, 8VC, Shield Capital, among others. Armada is a leading edge computing company deploying servers for advanced AI applications in remote locations. More im…