Afleveringen
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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 every six months. Christian discusses the potential reopening of the IPO window, the rise of generational talent from companies like Anduril, SpaceX, and Palantir, and why he thinks defense tech might be overrated right now.
Other highlights include the evolving relationship between Silicon Valley and Washington, D.C., government initiatives like the Replicator Initiative and FedRAMP, and the origins of the Hill & Valley Forum. On a personal note, Christian reflects on his career journey, his mentorship with Trae Stephens, and shares some spicy hot takes on topics like return-to-office policies, San Franciscoâs future, and his unexpected bullishness on Europe.
If you're interested in venture capital, private markets, or the intersection of tech and policy, this is a must-watch episode!
Molly on X: https://x.com/MollySOShea
Christian on X: https://x.com/CGarrett_15
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
00:00 - Welcome to Sorcery: Christian Garrett's Journey
00:39 - How Secondaries Work: SpaceX, Figma, Ramp, Plaid, Databricks
04:46 - 137 Ventures: Origin and Investment Thesis
06:36 - SpaceX: A Case Study in Private Market Success
10:38 - The Benefits of Staying Private
18:28 - Generational Talent in Tech: Anduril, SpaceX, Palantir
21:07 - Defense Tech: Opportunities and Challenges
26:02 - Tech and Government: Building Stronger Partnerships
34:25 - Hill and Valley Forum: Bridging Tech and Policy
38:58 - Christian's Journey to Becoming a Partner
42:02 - Trae Stephens & The Role of Mentorship in Success
43:45 - Helping Founders Beyond Capital
52:00 - Christian's Spicy Takes on Industry Trends
01:02:54 - The Future of 137 Ventures
01:09:31 - Looking Forward: Exciting Prospects Ahead
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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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 the critical lessons learned from legendary mentor John Doerr, Arielle shares how she evaluates founders using the 'Rizz and Tiz' theory. We uncover Long Journey's creative diligence adventures, the value of unusual startup ideas, and how Long Journey Ventures fosters a unique community for 'magically weird' founders. Whether you're an investor or startup enthusiast, gain insights into navigating the fast-changing VC landscape and focusing on the human element of investing.
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
Molly on X: https://x.com/MollySOShea
Arielle on X: https://x.com/ariellezuck
TIMESTAMPS:
0:00 - Welcome Arielle To Sourcery!
01:22 - The Rizz and the Tiz Theory
05:31 - Lessons from John Doerr
08:49 - VC Twitter and Deal Flow
17:01 - $100M ARR AI Companies
22:05 - Portfolio Companies: Superpower, Autopallet
31:45 - Building a Vibrant Founder Community
36:43 - The Role of Purpose
39:52 - Hot Takes on Venture Capital
42:21 - The "Bubbe" Philosophy
44:19 - Looking Forward: Personal and Professional Goals
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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Zijn er afleveringen die ontbreken?
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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 Webull, and welcoming Donald Trump Jr. as an advisor. Mansour delves into the process of navigating regulatory hurdles, including the surprising decision to sue the government. as well as the maddening journey, challenges, and bold actions needed to be made in order to create an entirely new asset class.
Key Takeaways:
- How Kalshi is reimagining financial markets by letting users trade on anything in the news.
- The difference between gambling and investing in event trading.
- Why Tarek believes prediction markets could one day rival the stock market in size.
- Kalshiâs vision to make trading on real-world events accessible to everyone, from politics to sports and entertainment.
Kalshi is a federally regulated financial exchange and prediction market based in New York City. It allows users to trade on the outcomes of future events through event contracts. The platform was launched in July 2021 and is designed for both retail and institutional traders. Kalshi is notable for being the first federally regulated exchange of its kind, approved by the Commodity Futures Trading Commission (CFTC).
The company was founded in 2019 by Tarek Mansour and Luana Lopes Lara, both of whom are MIT graduates. Tarek worked at Goldman and Citadel, Luana worked at Bridgewater and Citadel. Kalshi was part of Y Combinatorâs Winter 2019 batch and has raised $110M from SV and Wall Street heavy weights like Sequoia, Henry Kravis, Charles Schwab and more.
Molly on X: https://x.com/MollySOShea
Tarek on X: https://x.com/mansourtarek_
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
00:00 Introduction: Struggles of Launching a Regulated Product
00:40 Welcoming Donald Trump Jr. as an Advisor
05:15 Vision for Prediction Markets
15:27 Expanding into Sports and Entertainment
23:11 The Future of Prediction Markets
30:38 Institutional Demand and Market Potential
31:52 Gambling vs. Investing
41:37 Insider Trading in Commodity Derivatives
43:38 Entrepreneurship vs. Trading
47:30 Business Model and Revenue Streams
52:16 Future Goals and Product Development
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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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 also get insights into Gen Z behavior, the role of AI in app development, and building a sustainable product. This episode also explores the unique ad model Saturn has created, its long-term vision, and the challenges of maintaining growth and user engagement.
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/mollysoshea
Molly on X: https://x.com/MollySOShea
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
00:00 - Introduction
00:43 - Reconnecting in Westport
01:43 - Raising From Bezos, Benioff, Dara & More.
03:06 - From School Project to VC-Backed Company
05:09 - User Retention and Growth Strategies
12:29 - Onboarding and Ambassador Programs
16:56 - Adapting to Gen Z Trends
19:50 - AI Integration and Future Plans
22:41 - Advertising Model and Monetization
25:28 - Building and Maintaining a Consumer Product
28:16 - Expanding Saturn Beyond High School
31:47 - Recruiting and Team Composition
33:58 - Capital Raising and Investor Relations
36:54 - Gen Z Insights and Future Trends
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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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/packyM
TIMESTAMPS:
1:30 - Growing to 239k+ Subscribers
5:00 - How Writing Led to a $50M VC Fund
8:00 - The 'Not Boring' Creative Process
13:50 - Top Founder Characteristics
16:00 - Following Instincts vs Over-Intellectualization of VC
22:00 - Packyâs Best Investments (Ramp, Scale AI, Replit, Chroma, Varda, Hadrian, Pipedream)
25:55 - Intro to Vertical Integrators (Base, Fuse, Varda, Hadrian)
38:00 - Why American Dynamism Won
42:45 - YC RFS Hot Take
46:00 - Can Heavy CapX Companies Raise Growth Funding?
49:15 - Packyâs Hot Take On AI - Is It Alive? Just A Marketing Stunt?! DOGE Recruiting?
1:00:00 - What Packy Is Most Excited About in 2025
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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Today Molly OâShea 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 Emergenceâs history & evolution.
Emergence Capital is a venture capital firm known for its specialization in early-stage investments in enterprise cloud software companies. The firm's focus is on businesses that leverage technology to improve workplace productivity, business outcomes, and the customer experience. Emergence is widely regarded as a pioneer in the SaaS (Software-as-a-Service) space and has backed some of the most successful companies in the category, such as Salesforce, Veeva, Box, Yammer, Bill.com, Zoom, Blend, and Doximity.
Founded in 2003, Emergence Capital operates with a philosophy of fostering long-term partnerships with entrepreneurs and helping them build world-class companies.
Notable Investments:
Salesforce (CRM software giant)
Zoom (video conferencing leader)
Veeva Systems (cloud solutions for life sciences)
Box (cloud-based content management)
Emergence Capital is recognized for its deep commitment to its portfolio companies and its expertise in scaling enterprise-focused startups.
Stats:
$320B+ Market Cap of Portfolio (current and former)
$2.3B AUM
Six (VI) Funds
100+ Portfolio Companies
20 Exits and Private Valuations Greater than $500 Million
Molly on X: https://x.com/MollySOShea
Gorfon on X: https://x.com/gordonritter
Yaz on X: https://x.com/yazanelbaba
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
0:00 - Welcome Yaz & Gordon!
1:20 - Current State of VC
6:45 - Emergence's IPOs, Salesforce, Zoom, Bill.com
10:00 - Veeva $37B story
18:10 - Stargate $500B Investment In AI
21:20 - ROI of AI
29:50 - Is SAAS Dead?!
32:30 - Together AI
38:40 - Which Founders Will Win Today?
41:00 - The AI Plateau
58:00 - How Marc Benioff Helped Start Emergence
1:03:10 - Navigating Changes In The Market
1:09:30 - Resolving Partner Tensions In A Fund
1:13:40 - Investment Announcement!
1:16:00 - 1 Deal That You Regret
1:17:50 - Yaz & Gordon's 2025 Outlooks
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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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 Looker, Expensify, Monte Carlo, Dune Analytics, and Kustomer. Throughout his career, Tunguz has been recognized for his data-driven approach to investing and his very popular, personal blog, TomTunguz.com.
Tomasz recently raised $450 million in November of 2024 for Theory Ventures' second fund, which marks a significant milestone for the firm. This follows his initial breakout fund, launched in 2023, with $238 million.
This is a very fun conversation where we go deep into everything AI, LLM business models, predictions, and more.
Molly on X: https://x.com/MollySOShea
Tomasz on X: https://x.com/ttunguz
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
0:00 - Welcome Tomasz To Sourcery
1:00 - State of AI Adoption
6:45 - Hyperscaler Power Dymnmic
9:50 - AI Inference
15:00 - Monetizing
20:00 - Raising $600B
28:00 - Decade Of Data
33:30 - Parterning with Former Palantir Executive
35:45 - Tomasz's Childhood
37:40 - What Is Tomasz Looking Forward To The Most This Year
#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley
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Joe De Sena is the founder and CEO of Spartan Race, Inc. In this conversation, we discuss Joeâs 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/
Molly on X: https://x.com/MollySOShea
Joe on X: https://x.com/realJoeDeSena
TIMESTAPS:
0:00 - Welcome Joe De Sena To Sourcery!
0:30 - Mental Resilience
3:30 - Creating A Resilience Flywheel
5:20 - Building Spartan Race For 20 Years - Surviving Covid
8:15 - The Spartan Cult
12:15 - How Tech Will Improve Spartan Race
14:00 - Biggest Lesson Of The Last 24 Years
16:30 - Chasing Money vs. Purpose
18:30 - Acquiring Competition & Scaling
21:00 - Thoughts On Investing In The Fitness Industry
23:15 - Worst Fitness Trend That Joe Fell Into
26:25 - How To Approach Fitness In The New Year
31:40 - Training For Spartan Race
33:25 - What Joe Is Most Excited About For 2025
#podcast #investing #venturecapital #business #saas
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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 of independent thinkers, create memorable events, and foster authentic connections among founders.
"We're looking for misfits, free thinking people." - Cyan
The conversation also goes deep on the rise of spirituality, the importance of aligning profit with purpose, and the shift in venture capital sentiment, highlighting the cynicism among founders and investors. The dialogue culminates in reflections on the future of startups and the significance of community and shared values in achieving meaningful success.
Molly on X: https://x.com/MollySOShea
Cyan on X: https://x.com/cyantist
Lee on X: https://x.com/LeeJacobs
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
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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 economy, signing huge names, building a creator HQ in LA, biggest misconceptions, raising $50M in 2 yrs, ditching web3, and competitive fintech & data strategy.
Molly on X: https://x.com/MollySOShea
Lucy on X: https://x.com/lucy_guo
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
TIMESTAMPS:
0:00 - Welcome Lucy To Sourcery!
2:20 - Future Of Consumer Social
6:15 - How To Become The 1% Of Creators
9:00 - Lucy's Studio In Los Angeles, The Next Gen Of Agencies
12:00 - Lucy's Goal For Passes
15:00 - Working With Shaq, Kygo & Olivia Dunne - Any Dream Creators?
18:20 - Strategizing Brand Activation
21:45 - Regrets From Moving On From Web3?
24:00 - Misconceptions Of Passes
27:00 - LA Psychics
29:00 - Raising $50M In 2 Years - Fundraising Strategy
31:00 - Lucy's Long Term Goals
#podcast #investing #venturecapital #entrepreneur #startup
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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, Microsoftâs M12, 8VC, Shield Capital, among others. Armada is a leading edge computing company deploying servers for advanced AI applications in remote locations.
More impressively, this company barely started 2 years ago and has been out of stealth for less than a year, while achieving critical milestones like partnerships with Starlink, Skydio, Hallibutron, and more, weâll discuss shortly.
Dan is a remarkable figure in the world of data coming from key executive positions at DataRobot and AppDynamics, while Armadaâs COO Jon Runyan led Okta through its IPO, and CTO Pradeep Nair was VP of MSFT Azure. This is a great sneak peek into the early innings of one of the next most important rocket ship companies in technology.
Disclosure: The Fund Molly works for is an investor in Armada
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Follow on Twitter
https://x.com/MollySOShea
https://x.com/danwrightsf
--
Check out Armada
https://www.armada.ai/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
â-
COMPANIES MENTIONED:
Founders Fund: https://www.foundersfund.com
137 Ventures: https://www.137ventures.com
Starlink: https://www.starlink.com
Microsoft Azure: https://azure.microsoft.com
SpaceX: https://www.spacex.com
DataRobot: https://www.datarobot.com
AppDynamics: https://www.appdynamics.com
Okta: https://www.okta.com
Halliburton: https://www.halliburton.com
Skydio: https://www.skydio.com
Cisco: https://www.cisco.com
Palantir: https://www.palantir.com
Anderol: https://www.anderol.com
Rippling: https://www.rippling.com
Ramp: https://www.ramp.com
Goldman Sachs: https://www.goldmansachs.com
OpenAI: https://www.openai.com
Anthropic: https://www.anthropic.com
Databricks: https://www.databricks.com
Cockroach Labs: https://www.cockroachlabs.com
Metronome: https://www.metronome.com
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TIMESTAMPS:
(00:00) Introduction & Founding of Armada
(01:29) The Role of Early Investors
(02:52) Recruiting Top Talent
(04:34) Armada's Product Suite: Connect, Edge, and OpsAI
(07:55) The Galleon: Design and Engineering
(09:58) The Marketplace and Partner Ecosystem
(12:30) Building vs. Partnering for AI Applications
(14:20) Go-to-Market Strategy and Global Expansion
(16:46) The Go-to-Market Team and Hiring Philosophy
(18:24) Pitching to Public and Private Sectors
(21:01) Addressing the Market's White Space
(22:42) Key Partnerships and Building a Moat
(24:02) Sourcing Hardware and Scaling Production
(25:51) Growth Strategies Across Companies
(27:52) Capital Allocation and Milestones
(30:39) Crazy Edge Cases, Team Expansion, and Hiring Priorities
(33:33) Wrap
(34:00) Post-Interview Advertisement
RECOMMENDED PODCAST:
đď¸ Unpack Pricing
Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more.
Apple: https://podcasts.apple.com/us/podcast/id1765716600
Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg
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Molly O'Shea talks with Joshua Browder, Founder & CEO of DoNotPay, a $200M AI champion designed to help people fight against big corporations and beat bureaucracy. Joshua shares his journey from dropping out of Stanford for a Thiel Fellowship to founding DoNotPay. To date, DoNotPay has saved consumers $100M+ on over 1.6M cases and attracted significant venture capital interest.
We go deeper into the innovative features of DoNotPay, its âspicyâ media strategy, and the importance of building a subscription-based business model.
Browder also reflects on his experiences as a Thiel Fellow and his investment philosophy as âstatisticallyâ the most active Thiel Fellow investor.
Our discussion concludes with his predictions for the future of the tech market and the potential for a new tech bubble.
--
Follow on Twitter
https://x.com/MollySOShea
https://x.com/jbrowder1
--
Check out Do Not Pay
https://donotpay.com/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
â
COMPANIES MENTIONED:
DoNotPay: https://donotpay.com
Google: https://google.com
Meta: https://meta.com
Amazon: https://amazon.com
Comcast: https://xfinity.com
IBM Watson: https://www.ibm.com/watson
Equifax: https://www.equifax.com
Harper's Magazine: https://harpers.org
McDonald's: https://www.mcdonalds.com
Dropbox: https://www.dropbox.com
Polymarket: https://polymarket.com
Character AI: https://character.ai
Riverside: https://riverside.fm
Figma: https://www.figma.com
Andreessen Horowitz: https://a16z.com
Founders Fund: https://foundersfund.com
Kotu Capital: https://www.kotucapital.com
Index Ventures: https://www.indexventures.com
Lux Capital: https://www.luxcapital.com
Tribe Capital: https://tribecap.co
Day One Ventures: https://www.dayoneventures.com
DST Global: https://dst-global.com
Owner.com: https://www.owner.com
Wanda: https://www.wanda.co
Robinhood: https://robinhood.com
Umami Burger: https://umamiburger.com
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TIMESTAMPS:
(00:00) Preview
(01:03) DoNotPay: Fighting Big Corporations and Bureaucracy
(02:13) A Modern-Day David vs. Goliath
(03:33) AI and DoNotPay: Not Just Agents, But Robots
(04:20) Scale and Impact: DoNotPay's Success Stories
(05:17) Key Use Cases: Free Trial Credit Card and Robo Revenge
(07:10) Unexpected Allies: Warren Buffett and IBM Watson
(10:50) Media Strategy: Tapping into Anger and Current Events
(12:40) Supreme Court Challenge: A Million Dollar Offer
(14:55) Sponsor: Archer
(15:39) Enemies and Good Media Strategy
(17:05)) Business Model: Subscription, Profitability, and Dividends
(21:40) Investor Relations: Favorable Relationships and Strategies
(23:40) Thiel Fellowship: Investing in Young Entrepreneurs
(29:40) The State of Entrepreneurship: Challenges and Opportunities
(33:00) Leadership: Values and Influences
(35:10) 2025 Predictions: Voice AI, Tech Bubble, and M&A
(37:55) Wrap
--
RECOMMENDED PODCAST:
đď¸ Unpack Pricing
Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more.
Apple: https://podcasts.apple.com/us/podcast/id1765716600
Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg
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Molly O'Shea interviews Jason Fiedler, Managing Partner at Left Lane Capital, a $2B+ venture fund focused on consumer and internet businesses.
They discuss his unique investment strategies focused on consumer goods, sports, and the evolving retail landscape, diving into specific subcategories and his portfolio companies. Jason shares insights on the importance of NPS Delta, the application of software frameworks to consumer investing, his Sims City vision, pearls & strings system, and the rapid growth of his firm. He emphasizes the significance of sourcing deals through a rigorous process, keeping track of 'crazy' ideas, and the big opportunity for innovative beverage brands in a changing market.
The discussion also touches on the risks of fast growth and the future trends in consumer behavior.
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Follow on Twitter
â https://x.com/MollySOSheaâ
https://x.com/jfeedler
--
Check out Left Lane Capital: â https://www.leftlane.com/â
--
Subscribe to Sourcery: â https://www.sourcery.vc/ â
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
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COMPANIES MENTIONED:
Investment Companies:
Left Lane Capital: â https://www.leftlanecap.com/â
Insight Partners: â https://www.insightpartners.com/â
Left Lane Capital Portfolio Companies:
Blank Street: â https://www.blankstreet.com/â
Kings League: â https://kingsleague.pro/â
Olipop: â https://drinkolipop.com/â
Holy (German beverage): â https://drinkholyfood.com/â
League One Volleyball: â https://www.l1volleyball.com/â
Jason's Personal Investments:
Farmer's Dog: â https://www.thefarmersdog.com/â
Figs: â https://www.wearfigs.com/â
Major Companies Referenced:
Coca-Cola: â https://www.coca-cola.com/â
Pepsi: â https://www.pepsi.com/â
Monster Energy: â https://www.monsterenergy.com/â
Starbucks: â https://www.starbucks.com/â
McDonald's: â https://www.mcdonalds.com/â
Driscoll's: â https://www.driscolls.com/â
TCBY: â https://www.tcby.com/â
All Birds: â https://www.allbirds.com/â
Liquid Death: â https://liquiddeath.com/â
Rao's: â https://www.raos.com/â
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TIMESTAMPS:
(00:00) Preview and Intro
(01:50) Inspiration from Starbucks and Investment Strategy
(04:07) Subcategories of Interest
(05:14) Applying Frameworks from Software to Consumer
(06:56) LTV to CAC and LTV to CapEx
(08:43) The Sims Framework
(10:35) NPS Delta(11:51) Growth and Current Stats
(14:50) Sponsor: Archer
(15:33) Number of Investments and Board Seats
(16:15) Sourcing Deals and Thematic Approach
(19:18) Identifying Breakout Companies
(20:41) The App Store Influence
(21:29) Risks of Rapid Growth
(23:08) Olipop Investment
(25:24) The Holy Investment and Powder-Based Beverages
(29:25) Conviction on Sports Investments
(31:51) Crazy Ideas and Future Investment Areas
(34:10) The Next Big Trends
(37:08) Outro and Next Steps
RECOMMENDED PODCAST:
đď¸ This Won't Last
Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts:â https://podcasts.apple.com/id1765665937â
Spotify:â https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSzâ
YouTube:â https://www.youtube.com/@ThisWontLastpodcastâ
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Molly OâShea interviews Saurav Shroff, Founder & CEO of Starpath, a company developing megascale propellant production systems for lunar and Mars operations. For full show notes, visit: https://highlightai.com/share/65820d0a-9323-4de8-a526-9bb3aca1baeb
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Follow on Twitter
https://x.com/MollySOShea
https://x.com/SauravShroff5
--
Check out Starpath
https://starpath.space/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
--
Companies mentioned:
SpaceX https://www.spacex.com/
Blue Origin https://www.blueorigin.com/
NASA https://www.nasa.gov/
Investors:
8VC https://www.8vc.com/
Fusion Fund https://fusionfund.com/
Day One Ventures https://www.dayoneventures.com/
Hummingbird https://hummingbird.vc/
--
TIMESTAMPS:
(00:00) Introduction and multi-planetary discussion
(01:19) Starpath's mission and fundraising
(02:50) Breakdown of core systems
(04:50) Technical details of mining operations
(08:30) Regulatory considerations for lunar mining
(10:10) Energy demand and power generation
(12:30) Sponsor break
(13:14) Market context and SpaceX developments
(15:06) Prototyping and scaling strategy
(16:40) Power generation system design
(21:30) Testing methodology
(24:09) Lunar night survival challenges
(25:40) Facility and operations
(26:40) Business model and revenue strategy
(28:19) Competition landscape
(29:30) Founder's conviction and vision
(31:00) Hiring plans and closing remarks
--
RECOMMENDED PODCAST:
đď¸ This Won't Last
Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
-
In this fascinating episode of Sourcery, host Molly O'Shea sits down with Richard Socher, founder and CEO of You.com and co-founder of AIX Ventures. Richard shares insights on building an AI-powered productivity engine, the future of AI agents, and his journey from academic researcher to successful entrepreneur and investor.Special offer for Sourcery listeners: https://www.you.com/business/sourceryFor full show notes, visit: https://highlightai.com/share/43165ac6-1745-4dbb-bd68-18f13862e8db
--
For key insights on the podcast, visit:
https://highlightai.com/share/c297f6aa-b0d3-4c10-8c37-a862d495b0dc
--
Follow on Twitter
https://x.com/MollySOShea
https://x.com/RichardSocher
--
Check out You.com
https://you.com/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
--
Companies mentioned:
Anthropic - https://anthropic.com
OpenAI - https://openai.com
Google - https://google.com
AIX Ventures - https://aix.ventures
Salesforce - https://salesforce.com
Hugging Face - https://huggingface.co
Perplexity - https://perplexity.ai
Weights & Biases - https://wandb.ai
Whisper - https://whisper.ai
Georgian - https://georgian.io
NVIDIA - https://nvidia.com
GenDigital - https://gen.com
SBV Asia (formerly SoftBank Ventures Asia) - https://softbank.com
DuckDuckGo - https://duckduckgo.com
DayOne Ventures - https://dayoneventures.com
Minecast - https://mimecast.com
Moon Hub - https://moonhub.ai
-
TIMESTAMPS:
(00:00) Intro and Preview
(02:33) Series B Funding and Growth Plans
(08:08) User Growth and API Traffic
(09:33) Load Distribution and AI Agents
(13:32) Sponsor: Archer
(14:16) Competitive Landscape: Accuracy vs. Features and Marketing
(18:56) Ensuring Accuracy and Reliability
(25:04) Introducing Multiplayer Functionality for Teams
(31:07) Key Customers and Their Growth Potential
(34:25) The Marginal Cost of Intelligence and its Impact
(38:16) Future of You.com and AI Agents
(40:52) Richard's Journey into AI: From Research to Founding You.com
(45:26) Investing in AI Agents: Opportunity and Challenges
(51:04) AI Funding Market Landscape
(52:31) Investment Thesis and Portfolio Highlights
(53:50) Excitement for the Future of AI
(56:05) Hiring Opportunities at You.com
(56:34) Final Thoughts and Appreciation
-
RECOMMENDED PODCAST:
đď¸ This Won't Last
Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
-
Molly talks to Jeff Morris Jr (JMJ), GP of Chapter One and infamous product leader at Tinder. As emerging funds face an existential crisis, JMJ explores the stark realities of an industry in flux. From the looming specter of industry consolidation & shutdowns, to the relentless pressure to prove relevance, JMJ challenges conventional wisdom about what it takes to succeed in modern VC.
JMJ offers a candid look at the struggles and strategies of today's fund managers, painting a picture of an ecosystem where only the most adaptable will survive. He talks about the delicate balance between chasing deals and building a sustainable franchise, all while navigating a landscape where past glory holds diminishing returns.
This conversation isn't just about the state of VC â it's a glimpse into the future of innovation financing. As traditional models are upended and new players emerge, JMJ's insights offer a roadmap for those daring enough to reimagine the role of venture capital in shaping tomorrow's tech giants.
The discussion also touches on the solo GP experience, product development, and the significance of location in building a venture career (AKA why LA is the best city).
JMJ was a former VP of Product Revenue and an early employee at Tinder and is a seed investor in 13 unicorns, including Mercury, Superbase, and Compound Finance. Chapter One is a product-driven early-stage venture fund based in LA backed by notable institutions including Cendana Capital, Sequoia, Kleiner Perkins, and Marc Andreessen.
--
Follow on Twitter:
https://x.com/MollySOShea
https://x.com/jmj
--
Check out Chapter One:
https://www.chapterone.com/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
--
Companies mentioned:
Tinder: https://tinder.com/
Snap: https://www.snap.com/
SpaceX: https://www.spacex.com/
Anduril: https://www.anduril.com/
Mercury: https://mercury.com/
Superbase: https://superbase.com/
Compound Finance: https://compound.finance/
Captions AI: https://www.captions.ai/
Lux Capital: https://www.luxcapital.com/
Equal Ventures: https://www.equal.vc/
Sapphire Ventures: https://sapphireventures.com/
Allocate: https://allocate.co/
Bessemer Venture Partners: https://www.bvp.com/
Andreessen Horowitz: https://a16z.com/
Index Ventures: https://www.indexventures.com/
Variant: https://variant.fund/
Kleiner Perkins: https://www.kleinerperkins.com/
Social Capital: https://www.socialcapital.com/
Bonfire Ventures: https://www.bonfirevc.com/
General Catalyst: https://www.generalcapital.com/
Lafamilia: https://www.lafamilia.vc/
--
TIMESTAMPS:
(00:00) Intro and Preview
(00:40) VCs in LA: The Quiet Majority
(02:02) The Tweet: Emerging Fund Consolidation
(02:34) Venture Capital Shakeup: Uncertainty and Options
(05:14) Conversations with Beezer: Institutional Backing
(08:32) Current Conditions for Emerging Managers
(13:42) Recent Consolidation Examples
(14:50) Sponsor: Archer
(15:33) Consolidation Challenges: Timing and Culture
(17:47) Structuring and Incentive Alignment in Consolidation
(20:43) Venture Capital Landscape: Numbers and Consolidation
(25:08) Venture Fund Consolidation: Future Projections
(31:02) The Battle of the Brands: Attracting Talent and Founders
(35:06) The Solo GP Life: A Reality Check
(42:20) Chapter One's Future Product Plans
(50:46) LA vs. The Bay: A Perspective on Ecosystem Differences
(53:21) Embracing the Ecosystem Debates
(53:26) Wrap
--
RECOMMENDED PODCAST:
đď¸ This Won't Last
Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
-
Molly OâShea is joined by Alex Kolicich, Founding Partner of 8VC. Before his venture capital career, Alex was an engineer and early product advisor at companies like Clarium, Palantir, and Google.
In this discussion, Alex talks about the current investment landscape citing the "AI capabilities gap," the potential for a "trough of AI disillusionment," and highlights the tension between AI's promise and its current limitations.
Why is Silicon Valley suddenly embracing the Pentagon? Alex explains how defense has transformed from a controversial investment to a sought-after opportunity, citing successes like Anduril, Palantir, and SpaceX, and details 8VCâs approach to investing in defense startups, including their "build program" and shares resources for government engagement.
Alex and 8VC were early investors in defense technology companies when it was not a popular area for venture capital. Some of their investments include Anduril, Saronic, Epirus, and Chaos Industries. 8VC has a "build program" where they incubate and co-found defense technology companies, providing resources like capital, government relations expertise, and shared infrastructure.
--
Follow on Twitter
https://x.com/MollySOShea
https://x.com/alexkolicich
--
Check out 8VC:
https://www.8vc.com/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
--
Companies mentioned:
OpenAI: https://openai.com/
Microsoft: https://www.microsoft.com/
Anthropic: https://www.anthropic.com/
Google: https://www.google.com/
Nvidia: https://www.nvidia.com/
Amazon (AWS): https://aws.amazon.com/
Palantir: https://www.palantir.com/
SpaceX: https://www.spacex.com/
Anduril: https://www.anduril.com/
Inflection AI: https://inflection.ai/
Adept AI: https://www.adept.ai/
Raytheon: https://www.rtx.com/
Epirus: https://www.epirusinc.com/
Saronic: https://www.saronic.com/
Case Text: https://casetext.com/
Sequoia Capital: https://www.sequoiacap.com/
Kleiner Perkins: https://www.kleinerperkins.com/
Character AI: https://beta.character.ai/
CRV (Charles River Ventures): https://www.crv.com/
Founder's Fund: https://foundersfund.com/
xAI: https://x.ai/
--
TIMESTAMPS:
(00:00) Preview and Intro
(01:01) AI Optimism & Uncertainty
(06:51) Public & Private Market Dynamics
(12:34) Sustainable Multiples & Oversupply of Capital
(13:49) Sponsor: Archer
(14:33) Risk & Returns of Mega Checks
(22:35) Opportunities Within the Gap
(27:18) The Exit Environment & Acquihires
(31:14) The Defense Wave
(40:26) Resources for Defense Startups
(46:42) Startup Advice for Defense
(46:51) Technical Excellence, Government Relations & Fundraising
(49:23) Surprises & Changes in H1 2024
(49:55) Shifting Views on Application Layer & OpenAI
(52:44) Wrap
--
RECOMMENDED PODCAST:
đď¸ This Won't LastEavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
-
Molly O'Shea talks to Sam DâAmico, founder of Impulse Labs which has created one of the highest quality battery-powered induction stoves, offering unparalleled power, precision, and energy storage.
Following a strong career in consumer electronics, including work at Google Glass and Oculus, Sam envisions a future where distributed battery storage in appliances could help balance grid load and reduce the need for grid infrastructure upgrades. All the while, delivering a premium performance cooktop fit for Michelin-star chefs to pancake fanatics.
Sam discusses the evolution of battery technology, particularly the advancements made by the U.S. and Tesla to Chinese manufacturers in lithium iron phosphate batteries. Going deeper into the ongoing shifts in global battery manufacturing and the potential for increased U.S. production.
Learn how Impulse Labs, which has raised a $20 million Series A round led by Josh Wolfe of Lux Capital in 2022, aims to be a "Trojan horse" for decentralized battery-powered homes, potentially revolutionizing home energy management and grid stability.
--
Follow on Twitter
https://x.com/MollySOShea
https://x.com/sdamico
--
Check out Impulse Labs:
https://www.impulselabs.com/
--
Subscribe to Sourcery:
https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
--
Companies mentioned:
Lux Capital - https://www.luxcapital.com/
Tesla - https://www.tesla.com/
Google - https://www.google.com/
Oculus - https://www.meta.com/quest/
Meta - https://about.meta.com/
Bosch - https://www.bosch-home.com/
Thermador - https://www.thermador.com/
Gaggenau - https://www.gaggenau.com/
Samsung - https://www.samsung.com/
LG - https://www.lg.com/
Viking - https://www.vikingrange.com/
Fisker - https://www.fiskerinc.com/
CATL (Contemporary Amperex Technology Co. Limited) - https://www.catl.com/en/
BYD (Build Your Dreams) - https://www.byd.com/
Gotion - https://www.gotion.com.cn/en/
Ford - https://www.ford.com/
Restoration Hardware (RH) - https://rh.com/
TIMESTAMPS:
(00:00) Intro
(01:04) Sam's Journey: From Pizza Ovens to Battery-Powered Homes
(02:22) Early Influences: Oculus & Google Glass
(08:14) Funding & the Landscape of Home Energy Usage
(10:20) Energy Usage Trends & Appliance Distribution
(12:08) Innovation in the Stove: Power, Precision, and Efficiency
(15:13) The Advantage of Battery Integration: Faster Cooking & Efficiency
(19:34) Sponsor: Archer
(20:18) Integrating Battery-Powered Stoves into Homes
(22:54) Pricing & Market Positioning: Premium Performance & Incentives
(27:47) The Science of Pancakes: Temperature Control & UI/UX
(31:08) The 20-Year Vision: Decentralized Energy & Home Self-Sufficiency
(34:57) Decentralized Grid & Emergency Power Solutions
(38:39) Marketing & Distribution: Targeting Various Markets
(41:12) The Battery Revolution: Technological Advancements & China's Influence
(48:03) Lithium Mining & the Future of Battery Manufacturing
(52:57) A New Economy & the Everyday Appliance Revolution
(53:54) The Path Ahead: Shipping the Product & Scaling the Vision
(54:29) Looking Ahead: Exciting Times for Impulse Labs
(55:07) Wrap
RECOMMENDED PODCAST:
đď¸ This Won't Last
Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts:
https://podcasts.apple.com/id1765665937
Spotify:
https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube:
https://www.youtube.com/@ThisWontLastpodcast
-
Molly O'Shea talks to Molly Alter, Partner at Northzone, a $1.2 billion fund with around $4 billion AUM and discusses her successful investments (Frame.ioâs $1.2B exit to Adobe), founder qualities, VC biases and decision-making, as well as the firm's global approach to identifying opportunities.
Alter believes in the potential of Europe's tech ecosystem, citing higher net IRR for European VC funds compared to North American ones over 10-15 year horizons. She shares perspectives on US and European VC landscapes, successful investments, and emerging opportunities in vertical AI and software for hardware.
Focusing on meritocracy and founder-friendliness with a balanced approach between US and European investments, Alter also explains why she's bullish on workflow SaaS and vertical AI, despite changing market conditions and valuation multiples.
--
Follow on Twitter https://x.com/MollySOShea
--
Check out Northzone: https://northzone.com/
--
Subscribe to Sourcery:https://www.sourcery.vc/
--
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
--
Companies mentioned:
Frame.io - https://frame.io/
Glia - https://www.glia.com/
Wayve - https://wayve.ai/
Spotify - https://www.spotify.com/
Klarna - https://www.klarna.com/
Spring Health - https://www.springhealth.com/
Adobe - https://www.adobe.com/
Mistral AI - https://mistral.ai/
--
TIMESTAMPS:
(00:00) Intro and Preview
(03:07) Molly Alterâs Career Journey
(07:26) Insights from Working in Different VC Firms
(11:38) Investment Focus and Thesis
(14:13) Sponsor: Archer
(15:28) Impactful Investments: Frame.io and Glia
(18:54) Qualities of World-Class CEOs and Founders
(22:17) Northzone: History, Strategy, and Values
(26:06) Global Reach and US-Europe Investment Split
(29:13) Defending European Tech Ecosystem
(32:27) Innovation from Restrictions in Europe
(35:35) Software for Hardware: Opportunities and Challenges
(42:08) Specific Areas of Interest in Software for Hardware
(45:05) The Future of SaaS and Hybrid SaaS Models
(47:30) Example of Hybrid SaaS: GovDash
(50:26) Wrap
â
Recommended Podcast:
đď¸ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/us/podcast/this-wont-last-with-keith-rabois-kevin-ryan-logan/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/channel/UCxmO9C_PEjbMf0Z8lYjwT7Q
-
Molly O'Shea talks to Zamp's CEO, Rohit Bhadange as he shares his journey from Wall Street to founding the fastest growing sales tax compliance platform.
Zamp, an innovative platform is simplifying sales tax compliance for e-commerce and SaaS companies, recently raised a $10M Series A funding round led by Valor Equity Partners, bringing their total funding to $14 million.
Learn about their rapid growth and vision for the future in helping e-commerce and SaaS companies automate complex tax processes and avoid costly mistakes.
-
Follow on Twitter
â https://x.com/MollySOSheaâ
â https://x.com/salestaxceoâ
-
Check out: Zamp: â https://zamp.com/â
-
Subscribe to Sourcery: â https://www.sourcery.vc/â
-
Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit â https://www.archer.com/â
-
Companies mentioned:
Valor Equity Partners:â https://www.valorep.comâ
Rippling:â https://www.rippling.comâ
Yelp:â https://www.yelp.comâ
Amazon:â https://www.amazon.comâ
Day One Ventures:â https://www.dayoneventures.comâ
Soma Capital:â https://www.somacap.comâ
Misfits Market:â https://www.misfitsmarket.comâ
Avalara:â https://www.avalara.comâ
TaxJar:â https://www.taxjar.comâ
Shopify:â https://www.shopify.comâ
Stripe:â https://stripe.comâ
BigCommerce:â https://www.bigcommerce.comâ
Magento:â https://business.adobe.com/products/magento/magento-commerce.htmlâ
QuickBooks:â https://quickbooks.intuit.comâ
Cult Gaia:â https://cultgaia.comâ
Sanzo:â https://drinksanzo.comâ
Everyday Dose:â https://everydaydose.comâ
Glamnetic:â https://glamnetic.comâ
ProBuilt Software:â https://www.probuilt.comâ
Puzzle:â https://puzzle.ioâ
Zeni:â https://www.zeni.aiâ
CBiz:â https://www.cbiz.comâ
Markham:â https://www.markum.comâ
--
RECOMMENDED PODCASTS:
đď¸ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics.
Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
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