SHOW DIRECTORY
Sourcery
Molly O'Shea interviews leading investors, CEOs, and founders about technology companies, markets, and company building.
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Ex-Twitter CEO Says We’re Underestimating AI Agents by 10,000x
Agrawal estimates agent web use at 10–20% of human levels, implying substantial runway if his 1,000x thesis holds.Parallel plans around 10X growth, but capacity hinges on GPU type, location and deployment within five milliseconds of its index.Higher-signal search is said to halve searches and cut tokens; model-priced publisher payments could help keep agent access open.
Vercel CEO Guillermo Rauch on Building the Internet for Agents
Vercel added 1.5 billion deployments in 10 months after taking roughly 10 years to reach 1 billion, while agentic deployments rose from 3% to 60%.Rauch sees cheap personalized code pressuring SaaS interfaces and lifting deployment infrastructure value, but retention, sustainable economics, and agent security remain unresolved as autonomy expands.
Perplexity CEO: SMBs Could Drive the Next Economic Boom
AI-native SMBs could become a larger source of US GDP growth through greater capital and headcount efficiency.Revenue is up 5X year over year, while a reported one-person customer spends more than $1 million annually and makes $3 million through automation, supporting a recursive-usage thesis.The open question is whether hybrid local-cloud agents can make privacy, sovereignty, and long-context economics durable advantages without sacrificing feedback loops or frontier capability.
If an AI Model Can Cheat, It Will | Turing CEO on Reward Hacking
AI training is shifting from benchmark scores to economically valuable work, making high-fidelity environments for real workflows, tools, data, and verifiers a bottleneck.Enterprises may gain an edge by owning evaluations and correction data around differentiating workflows while routing tasks across models for accuracy, cost, and latency.Reward hacking and limited agent endurance make permissions, auditability, and verification key adoption constraints.
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.