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Sourcery
Molly O'Shea interviews leading investors, CEOs, and founders about technology companies, markets, and company building.
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We’re Reaching the Physical Limits of Chips
AI’s investable bottlenecks are shifting toward power, memory, cooling, and data transfer as Moore’s Law nears a physical plateau.Micron, SK hynix, and Samsung control 95% of memory, whose price rose 700% this year as hyperscalers absorbed supply.Photonics could relieve several constraints, with co-packaged optics expected beside GPUs within five years as memory pressure pushes specialized hardware beyond ever-larger models.
The $500B Opportunity in Europe’s Defense Buildout
Molly O'SheaAistis ŠimaitisGeorge HadjiminasBruno Wejchert
Ukraine has made production scale as important as technology: Europe’s fragmented manufacturing base and years-long component lead times leave a clear opening for Onodrim’s acquisition-led model.Autonomous fleets also reset unit economics, turning $30,000 radios and other exquisite components into products that must become cheaper and available in thousands or millions; execution and procurement remain the watchpoints.
The $10T AI Buildout Has a Photonics Problem
Molly O'SheaHerwig Van HoveYannick De Koninck
AI’s next bottleneck is the interconnect fabric: models no longer fit on one GPU, while agentic calls make latency critical, putting photonics alongside compute as core infrastructure.Optical bandwidth addresses copper and power constraints, but lasers, tools, substrates, throughput, and yield remain scarce as NVIDIA’s demand shock runs ahead of supply; Themaa targets 2027 production and 2028 full ramp.
How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands
Prosek’s contrarian bet that finance would pay for offense-mode branding was validated after the GFC and by a later push into private markets, PE, VC and credit.The next competitive battleground is the “digital blink”: third-party content shapes Google and LLM impressions, while fundraising pressure makes brand efficiency across talent, deals and capital worth monitoring.
10 of The Wildest Hot Takes From the All-In Summit 2026
Molly O'SheaBrad GerstnerNaveen RaoJonathan NemanToby RiceWen SangGeoff WooNick ShirleyJake PaulKent DraperMichael Brandt
AI safety is converging toward company-led controls plus independent peer review, with Elon suggesting China might participate.Unconventional AI’s planned nanojoule-per-image disclosures could extend scaling and disrupt intelligence pricing, while Rao says software may capture very little value in 20 years.U.S. gas demand may rise 20–40%, and AIRIN’s 2026 capacity is sold out; data-center opposition and uncertain neocloud margins remain risks.
a16z Just Launched a School With OpenAI, NVIDIA & Anthropic
Andreessen Horowitz Academy plans a 50-student, tuition-free fellowship for September 2027, followed by a two-year program in 2028 pending regulatory approval.Its $40M runway backs an unaccredited model monetized through tuition, corporate partnerships, and equity tied to student ventures.The key test is whether proof-of-work admissions and 75–80% project time create a talent pipeline despite competing VC checks and universities.
Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries
Eclipse is targeting the physical economy—about 85% of global GDP, or $100 trillion—where deglobalization, supply-chain vulnerability, government support, and customer demand are reopening neglected opportunities.With about $12.5 billion in AUM, roughly 90 portfolio companies, and 30 it helped build, its operators-with-capital model links CapEx, manufacturing, policy, and systems execution, while its free-cash-flow focus and non-formulaic incubation leave execution, timing, and repeatability as key variables.
Bending Spoons Is Coming for Silicon Valley, with CEO Luca Ferrari
Bending Spoons’ edge is an integrated operating model that standalone owners cannot economically reproduce.Its 50-plus proprietary technologies, nearly 1,000-person core team, and debt-funded permanent ownership support claimed annual savings above $100 million and $4 million revenue per core Spooner.Airtable’s approximately $1.3 billion enterprise value reflects the underwriting test, while AI startup valuations and unmeasured AI capabilities remain key risks to monitor.
Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year
Molly O'SheaBrad GerstnerJason ChangRob Goldberg
Brad Gerstner is pushing a $100 coronary calcium CT scan as “the mammogram for the heart,” targeting 40 million annual scans and claiming 50,000 lives and $20 billion in government care costs could be saved.Half of heart-attack victims have normal cholesterol, while preventive-cardiology chiefs scan at 30 or 35 and target LDL below 40 after any non-zero score.He thinks Medicaid and Medicare coverage could arrive “by the end of this year,” but soft-plaque limits remain unresolved.
Bending Spoons Founders on Buying Airtable, AOL, Vimeo & Miro
Molly O'SheaLuca FerrariFrancesco PatarnelloMatteo DanieliValentina Jerusalmi
Bending Spoons wins deals by paying the highest price, with post-integration platform, technology, and talent value supporting high returns for shareholders.Its vertical-agnostic filter prioritizes platform unlock, sufficient scale, and predictability, favoring 5–10 larger deals over transforming $20 million-revenue businesses.With an M&A pipeline that has never been so rich, AOL’s months-long Yahoo carve-out and re-platforming remain a key execution watchpoint.