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Sourcery with Molly O'Shea
Planet Labs CEO on space data centers: "Five times more power straight to the chips"
7 insights: why defense drove 58% growth, how Sweden got its first satellite 4 months after signing, and why hyperscalers buy imagery to watch rivals…
3 hrs ago
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A 10x jump in video prices met "essentially infinite demand," fal's CTO finds
9 takeaways: fal's $1.65B Series E and F, why generative media is AI's third product-market fit, and why margin sits with compute, not apps
Nov 4
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$500/kg is the launch cost where orbital data centers beat Earth's, Starcloud CEO finds
9 takeaways: A satellite built for $2.5M against a $75M-$100M quote, why chip failures worry Starcloud more than cooling, an 88,000-satellite plan, and…
Nov 1
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Franklin Templeton CEO on earnings: "70% beat their projections"
5 takeaways: why the CEO calling AI a bubble still owns stakes in SpaceX and Anthropic, and how a $4.5 billion deal closed 60 days early during COVID
Oct 30
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Simile CEO: his $2B startup predicts human behavior with 85% accuracy
9 takeaways: the EV ad that would have hurt the whole market, why confidence scores work like a p-value, and why stated intent and real behavior follow…
Oct 27
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AI agents' web traffic has at least 5,000x of growth left, says Parallel Web Systems CEO
9 takeaways: why voice agents need search in 150 milliseconds, how Parallel pays publishers per agent read, and why ad- and subscription-funded websites…
Oct 25
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