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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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33 EPISODESENTRACKED SHOW
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SourceryEN · 47 min

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.

SourceryEN · 24 min

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.

SourceryEN · 30 min

Dino Mavrookas: America Needs to Build Ships Again

Dino MavrookasMolly O'Shea

China built over 1,000 commercial ships last year versus five large ocean-going vessels in the US, while China holds 57% of global shipbuilding capacity.Port Alpha’s $3 billion project targets autonomous container ships, tankers, and roll-on/roll-off vessels: simpler designs could enable scale and lower costs, but only 1% of the roughly $1 trillion FY26 Department of War budget went to autonomy.