Podcast
Sourcery
Conversations on AI, research, startups, and technical work with builders and practitioners.
Original source
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
Tony Kim argues AI is driving a wholesale rebuild of the computing stack, from chips and memory to power, optics, and data-center architecture. He also makes a contrarian case for robotics, especially in China, and for long-horizon bets like quantum and orbital data centers.
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"
Rodrigo Liang says SambaNova just closed a first tranche of a $1B round at an $11B valuation as AI inference demand accelerates. He argues the real opportunity is premium, low-latency inference on efficient racks and on-prem deployments, not maximizing token usage.
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
Andrew Feldman says AI demand is outrunning supply, making chips, memory, data centers, and power infrastructure the new bottlenecks. He argues inference is the immediate battleground, defends Cerebras’ giant wafer-scale approach, and frames AI’s biggest upside as breakthroughs in medicine and personalized education.
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel
Accel partners Arun Mathew, Miles Clements, and Matt Weigand explain how the firm evolved from early Facebook exposure into a global AI investor spanning infrastructure, models, applications, and security. The discussion centers on AI distribution, inference demand from agents, massive late-stage check sizes, and why the firm thinks the next wave of value will accrue to a few dominant platforms.
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..
Benchmark GP Everett Randle argues that AI has broken the old software investing playbook, with scale no longer reliably reducing risk and unit economics often unresolved even past $1B in revenue. He breaks down AI investing through a P x Q x M lens, explains why inference and agents are becoming the core monetization layers, and says venture firms are evolving into multi-product alternative asset managers.
Brian Armstrong: “Capitalism Lifts Everyone Up”
Brian Armstrong lays out Coinbase’s plan to become an “everything exchange” for stocks, crypto, and private assets, while using AI agents to rebuild the company’s internal workflows and customer products. He argues crypto and AI together can expand economic freedom, lower costs, and bring millions of unbrokered people into global markets.
Mark Pincus: How to Build Billion-Dollar Products
Mark Pincus argues that founders win by being right about products, not by being polite to process. He shares a practical playbook for consumer and AI products built around instincts, retention, and ruthless truth-seeking.
What a $75 Million Airplane Actually Costs to Own
Israel Slodowitz breaks down what it really costs to own and operate a private jet, from acquisition prices and annual run-rates to maintenance, pilots, and financing. The episode also covers how the current liquidity boom is reshaping private aviation demand, tax strategy, aircraft supply, and in-cabin connectivity like Starlink.
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI
Gabe Pereyra argues that AI agent costs are rising fast enough to reshape legal software economics, with token pricing becoming a central product and billing problem. He and Niko Grupen also explain Harvey’s open-source Legal Agent Benchmark, which evaluates real legal workflows, model routing trade-offs, and the move from chat copilots to cloud agents.