Sourcery

BlackRock's Tony Kim on AI's Next Winners?

Inside Bridgit Mendler’s New 185,000 sqft Northwood Space Factory

Modern space missions face critical bottlenecks due to outdated ground infrastructure, which has historically been treated as an afterthought. Northwood addresses this by providing full-stack ground support, integrating antenna development, digital signal processing, and global site deployment to enhance mission reliab...

Inside Rocket Lab: How Sir Peter Beck Is Building Neutron’s Engines | Tour 02

Rocket Lab’s manufacturing strategy centers on deep vertical integration and the extensive use of additive manufacturing to drive down costs and increase production speed. By 3D printing the majority of components for engines like the Rutherford and the upcoming Archimedes, the company achieves high-performance results...

Rocket Lab HQ Tour with Sir Peter Beck | Factory Tour: Part I

Rocket Lab founder Sir Peter Beck details the company’s trajectory from a resource-constrained New Zealand startup to a vertically integrated space powerhouse. Driven by the philosophy that limited funding necessitates innovation, the company leveraged salvaged components and 3D-printed engines to reach orbit rapidly. ...

Inside Rocket Lab w/ CEO Sir Peter Beck: Record Earnings, Neutron, Flatelittes

Rocket Lab is evolving from a specialized launch provider into a comprehensive space ecosystem company through strategic vertical integration and targeted acquisitions. By acquiring key component manufacturers like Sinclair Interplanetary, the company secures its supply chain and scales production to meet the demands o...

Ben Lamm CEO of $12B Colossal Biosciences & $3.8B Astromech

Colossal Biosciences pioneers de-extinction and advanced genome engineering to address the projected 50% loss of global biodiversity over the next 25 years. By integrating AI with synthetic biology, the company develops "civilization tech"—scalable solutions for invasive species control, human healthcare, and ecologica...

Nikesh Arora, CEO Palo Alto Networks ($PANW)

AI-driven cyberattacks have fundamentally altered the security landscape, as malicious actors now exploit vulnerabilities in minutes rather than weeks. To counter this, cybersecurity infrastructure must shift from reactive patching to rapid, automated deployment, reducing remediation times from 55 days to mere hours. P...

How AppLovin Built a $100B Ad Machine

AppLovin’s evolution from a lean startup to a $100 billion company hinges on a culture of extreme efficiency and the strategic re-architecting of its core advertising engine, Axon 2.0. By prioritizing individual contributors over heavy management layers, the company maintains a high-performance environment where engine...

Inside Neros’ Factory Built to Make 1 Million Drones a Year

Neros’ Millennium One facility serves as a centralized hub designed for the mass production of up to one million drones annually. By integrating engineering, supply chain, and production teams under one roof, the company accelerates iteration cycles and maintains high-quality standards. Unlike decentralized 3D printing...

Neros Raises $250M Series C at $2.5B to Build 1 Million Drones a Year

Neros is scaling domestic drone manufacturing to meet the demands of modern conflict, aiming for a production capacity of one million units annually. By prioritizing vertical integration and de-China-fying critical supply chains, the company addresses the national security risks inherent in relying on foreign consumer ...

Base Power Hits $13B Valuation on $1B Series D

Base Power is revolutionizing home energy storage with the launch of Base Core, a 40-kilowatt-hour standalone battery system designed for whole-home backup and grid support. Unlike traditional residential batteries, this system prioritizes grid-scale utility by enabling energy arbitrage and demand response, even in mar...

AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week

Voice AI is transitioning into a fundamental software modality, driven by advancements in model accuracy, speed, and context-awareness. AssemblyAI, a leading infrastructure provider, currently processes over 120 million voice conversations weekly, reflecting a significant surge in enterprise and small business adoption...

The Stock That Went Up 1000% | Lumentum CEO

Data centers are undergoing a critical architectural shift from copper wiring to fiber optics to meet the extreme bandwidth and speed requirements of modern AI infrastructure. Copper’s physical resistance and heat generation limit its efficacy at high speeds, necessitating a transition to light-based transmission. Lume...

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition

Cognition has achieved rapid scale, reaching a $26 billion valuation and $500 million in revenue in under three years by pioneering autonomous coding agents. CEO Scott Wu emphasizes that the company’s success stems from prioritizing tangible outcomes over mere token output, as evidenced by the 11-12x growth in customer...

BlackRock's Tony Kim: The $10 Trillion AI Infrastructure Boom Has Begun

The transition from a software-centric to a compute-centric global economy defines the current AI era, necessitating a complete redesign of data center infrastructure. This shift is driven by the primacy of compute, where capital expenditure has surged to support the massive requirements of large language models. As co...

David Friedberg on the Economic Crisis Nobody Wants to Fix

Structural failures in US economic policy—specifically regarding housing, education, and healthcare—have created a "K-shaped" economy that leaves the bottom 50% of Americans behind, fueling a dangerous rise in socialist sentiment. Current tax policies exacerbate this by taxing labor at higher rates than capital, while ...

Data is Back: MongoDB, Databricks, Snowflake

Data serves as the foundational, unsung hero of the AI supercycle, requiring robust, real-time infrastructure to support the next generation of agentic applications. As hyperscalers face capacity constraints, large enterprises are increasingly pivoting back to on-premise data centers to ensure data sovereignty and meet...

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI

The RAISE Summit in Paris highlights a pivotal transition in the artificial intelligence industry, moving from speculative hype toward pragmatic enterprise adoption and rigorous cost management. Industry leaders emphasize that the current focus is shifting from simply training models to integrating intelligence into ph...

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

Agentic AI is fundamentally reshaping human-computer interaction and enterprise infrastructure, moving beyond traditional graphical user interfaces toward natural language-driven workflows. This shift necessitates a new generation of hardware, where specialized chips and efficient model architectures prioritize perform...

SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"

Semiconductors sit at the center of the AI transformation, driving a critical shift from training-focused infrastructure to high-performance inference at scale. SambaNova, led by CEO Rodrigo Liang, addresses this demand by deploying efficient, air-cooled hardware that enables trillion-parameter models to run in single-...