SHOW DIRECTORY
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 $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.
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.
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.
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
Dino MavrookasRob LehmanDoug LambertVibhav AltekarMolly O'Shea
China outbuilds the US 230-to-1, while only 1% of roughly $1T 2026 Department of War budget went to autonomy.Saronic says faster iteration and volume can change maritime economics, with Marauder’s propulsion stack bench-built eight months before its 180-foot ship existed.Policy tailwinds are possible, but legal approval, manning requirements, classified subsea technology, and supply-chain bottlenecks remain watchpoints.
Inside the Factory Building America’s Autonomous Navy
Saronic’s $9.25B valuation and $2.6B raised center its shipbuilding thesis on capacity, with Port Alpha’s $3.2B initial buildout adding 150,000 gross tons.An Austin line designed for 2,000 Corsairs annually combines hardware-software co-design, software reuse, and 25,000+ testing hours, but ocean reliability remains unresolved.
BlackRock's Tony Kim on AI's Next Winners?
AI has shifted value toward chips and hardware, with Kim estimating $30T+ there versus roughly $10T across software/services/internet.Base compute has jumped 10,000×, while the rebuild may require a trillion dollars this year and ten trillion over five years.Token factories may compress SaaS margins; memory and foundation-lab IPOs are watchpoints as Kim says his thesis may change.
Inside Bridgit Mendler’s New 185,000 sqft Northwood Space Factory
Northwood is building an El Segundo factory, described as 180,000 square feet by Mendler and 185,000 by Molly, to mass-produce Prism and Portal antennas.Its full-stack model targets space’s neglected ground bottleneck, while a nearly $50 million Space Force Satellite Control Network contract offers a trial period and catalyst for larger engagement; revenue proof and reduced external funding remain to monitor.
Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 02
Rocket Lab bought Virgin Orbit’s former facility for $16 million against “over $100 million worth of assets,” while Beck confirms a watchlist of potentially bankrupt space companies and facilities.Archimedes pairs reuse-first engineering with additive manufacturing and a roughly 10-person automated shop, while staged-combustion testing consumes hardware and qualification requires one hour and 40 starts.
RKLB Factory Tour: Satellites, Spacecraft & Mission Control
Rocket Lab’s signal is capital efficiency: Electron reached orbit for under $100M with 80 people, while Beck says Richard Branson put $1.2B into Virgin Orbit before bankruptcy.Its moat extends beyond launch into spacecraft components, where a small, fractured supply chain makes end-to-end ownership difficult to replicate.Execution is the monitor: 12-year radiation-heavy missions, acquisitions, Neutron, and national-security work.