
sourcery
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Investing + Tech. Open Sourced. → Newsletter/Podcast | @mollysoshea
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David david friedberg on the hypocrisy of Ro Khanna: "This is some dude who has a $300M net worth. His children have memberships at 3 country clubs." "The dude lives in a $10M house in Washington, DC." "And he used to be the moderate Silicon Valley guy who would go around to all the tech CEOs and founders and VCs and be like, 'Give me your money. I'm a moderate. We're going to make the Democratic Party work for you.'" "Then he saw the tides change, and he's like, 'Oh, this is yum, yum. I'm going to run for president in 2028.'" "Just to be clear on this, he is so unlikable, I think he'll likely end up being Secretary of Housing and Urban Development if AOC is elected president." "I do not disagree with him or Gavin or anyone else that tax policy in America is fucked up." "When billionaires borrow against their unrealized capital gains, they should pay capital gains tax. Capital gains tax should be 40%, not 15% or 18% or 20%. In fact, labor should pay less. Income tax should be much lower. Capital gains should be much higher. That would be a fair tax policy." "I don't know a lot of people who are wealthy who will look me in the eye and truly disagree with that." "It's a lot of bullshit when we all say, 'It incentivizes investment.' Great, it incentivizes investment. What are you going to do with your excess capital if the tax rate is 40% versus 20%? You're not gonna invest it now? Of course you're going to fucking invest it." "But instead of those practical solutions like I just laid out, they're all like, 'Let's go fire up the fucking socialist train because it's worked so well in fucking Cuba and Venezuela and the Soviet Union and all these other places.'" "What both parties are missing is a policy agenda that says: Here's the shit we have to do to keep America from going down the socialist death spiral. And they all should be fucking doing it, both sides."
sourcery1,155,670 views • 23 days ago

Keith Keith Rabois explains his Ketchup theory: "I still believe that ketchup is really good for you when you're a kid. People who are successful were eating a lot of ketchup when they were young." "Malcolm Malcolm Gladwell also has a chapter on how ketchup is the perfect food." " I've just noticed observationally that when I talk with some of my friends, I'm like, 'How much ketchup did you have when you were a kid?'"
sourcery1,253,616 views • 1 month ago

Anduril CEO Brian Schimpf’s biggest lesson from Palantir: “This focus on talent. Everyone says it. In practice, it’s a lot more annoying than you’d think. Often the talented people are super opinionated, kind of aggressive, tell you you’re dumb. It doesn’t always feel good.” “What Karp really recognized and drove at Palantir was this notion of: let’s have really brilliant people that are highly empowered to own problems. It’s probably the number one lesson in how we run things here.”
sourcery4,519,183 views • 8 months ago

Anduril CEO Brian Schimpf’s biggest lesson from Palantir: “This focus on talent. Everyone says it. In practice—it’s a lot more annoying than you’d think.” “Often the talented people are super opinionated, kind of aggressive, tell you you’re dumb. It doesn’t always feel good.” “What Karp really recognized and drove at Palantir was this notion of: let’s have really brilliant people that are highly empowered to own problems.” “It’s probably the number one lesson in how we run things here.”
sourcery2,457,061 views • 5 months ago

.Brett Adcock explains why Figure pivoted away from designing their humanoid robot's hands after human hands: "This is extremely important. If we want to solve AGI and get to human intelligence in the physical world—it's all going to start with the hands." "Our first-generation hand is a tendon-driven hand." "The rationale here is that a human hand is like this: most of our motors are in our forearm and little tendons drive all the fingers." "It ended up becoming the wrong engineering choice." "We recently unveiled our high degree of freedom, next-generation hand a month ago. This hand has human-level dexterity, as many joints in the hand as a human."
sourcery324,457 views • 1 month ago

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
sourcery600,189 views • 2 months ago

Cyan Banister (Cyan Banister) says the two people that inspire her the most are Peter Thiel and Marc Andreessen 🇺🇸: "I always joke that I didn't go to university. I went to Peter Thiel University." "I've never met anyone more tolerant, more open-minded. He gets such a bad rap for a lot of things. He's probably one of the most poorly understood people." "He's operating 1,000 feet above everybody else. His mind is not like other minds. It's kinda like Elon Musk. You don't know what to do with it, so it's just easier to hate it." " Marc Andreessen was my hero when I was a teenager. I used to see him on the cover of magazines." "Netscape was his thing, and Netscape changed my world and changed the whole world." "The two of them probably would not want to be in the same sentence together being heralded."
sourcery460,696 views • 1 month ago

General Catalyst CEO Hemant Taneja: Silicon Valley glorifies the wrong values. "Kindness and ambition are not at odds with each other." "In Silicon Valley, we glorify the 'asshole symptom' of founders thinking it's almost a necessary ingredient to succeed." "I don't think it has to be that way."
sourcery1,119,155 views • 4 months ago

Figma CEO Dylan Field Dylan Field says IQmaxxing is overrated: "All my experience with AI so far have shown that on formal domains, things that are verifiable, you can get to amazing outcomes with enough IQ points. And yet judgment is somehow not purely correlated with just adding IQ points to the model." "Design certainly does not seem to be correlated with adding IQ points to the model." "Humans being in the loop will be the way that you steer towards the best outcomes."
sourcery281,916 views • 1 month ago

General Catalyst CEO Hemant Taneja: Silicon Valley glorifies the wrong values. "Kindness and ambition are not at odds with each other." "In Silicon Valley, we glorify the 'asshole symptom' of founders thinking it's almost a necessary ingredient to succeed." "I don't think it has to be that way."
sourcery294,207 views • 1 month ago

"Tim Cook is known as 'Mr. Spreadsheets.'" — Patrick McGee, author of Apple in China "The first time he took over a meeting (which usually spent two hours going through the weekly data), it went for 13 hours." "He had this mind of an insatiable demand for detail." "Not everybody on his team had glasses. When Tim Cook arrived in 1998, within a few years, everybody had glasses." "There's a thousand components in the iPhone, and they would just go through all of it to master the global supply chain."
sourcery59,289 views • 10 days ago

A lesson on how to get the perfect shot of espresso by Max Levchin: “I made 9 or 10 today.”
sourcery19,428 views • 3 days ago

.david friedberg says "California is functionally bankrupt": "People don't realize how screwed California is. I worry that if California falls, so does the union." "We're $250 billion to $1 trillion short." "If it was the federal government, they would just print more money. California doesn't have the ability to print money, so California has to pay this out, and you can't restructure retirement benefits." "There's a Supreme Court case in California that said once an employee has been offered retirement benefits, even if they're currently an employee, you can never restructure their retirement benefits. It has to stay forever." "And the state cannot declare bankruptcy. There's no way for the state to functionally declare bankruptcy. There's no law to allow it." "No state has ever declared bankruptcy, and the the retirement benefits sit senior to the bonds in California. So you have to pay out the retirement benefits before you pay out all the bond holders that have loaned California the money that they use to run all their programs and services." " This isn't about taxes and Billionaire Tax Act. I don't think you can tax your way out of this problem. People will just leave the state." "California's functional bankruptcy is a major risk to the country and we need to figure out what we can change to fix it." At the The Hill & Valley Forum 2026
sourcery328,249 views • 2 months ago

Anduril founder Palmer Luckey on beating Boeing, Northrop Grumman, and Lockheed Martin: "We went from signing a contract with the Air Force to first flight in 556 days." "Which is, as far as I know, the fastest new fighter development program since the end of the Korean War."
sourcery643,493 views • 4 months ago

SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of those, they have to shut down the pad for longer than they would for a Falcon 9." "So when you look at how much time it takes to launch one Falcon Heavy and how many Falcon 9s they could have launched during that time, it's actually economically better for them to launch Falcon 9s." " They have to launch Falcon Heavies because they've got big contracts with Space Force. Our government really needs it. NASA really needs it. But in the commercial market, those launches don't happen very often."
sourcery458,358 views • 3 months ago

"I would not recommend playing against Peter Thiel at chess. You gotta pick games that you can win." Cognition CEO Scott Wu says he did challenge Founders Fund to a poker match to determine their seed round terms, a difference worth ~1% of the company, but Peter shut it down: " Peter was like, 'I don't really think that's the right way to do this.'" "We worked it out anyway and we came to a deal and it was all good, and then we've been working together ever since."
sourcery174,244 views • 1 month ago

.mark pincus's best advice for founders: life is too short to struggle: "From a product standpoint, when something works, everything works." "It's not this feeling of pushing a rock up a hill." "It's not this feeling of, 'Ugh, this is really hard.'" "You're better off not struggling, but spending 10 years trying to get to your lightning in a bottle, and then have it just all work magically, than 10 years pushing up a rock up a hill."
sourcery180,468 views • 1 month ago