Molly O'Shea

speaker

4,210 appearances 24 recordings 1 series first heard Jun 2026 last heard 3 Aug

Molly O'Shea’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 24 in all, peaking in Jul 2026 with 15.

Appearances

newest first · ▶ plays the moment

Sourcery · Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · 6 Jul 2026 podcast

The crazy stuff that's happening in Silicon Valley right now, because things are happening really, really fast. voice-verified

You're probably seeing companies come at you at a faster clip than ever before. voice-verified

We did this interview at KOTU and the CIO over there on public markets. voice-verified

And we were talking about the size of which companies went public. voice-verified

The largest one was Meta. voice-verified

It was Facebook. voice-verified

you guys were a very large part of Facebook. voice-verified

I think you held 10%. voice-verified

So let's go back to the lore and history of Excel. voice-verified

So maybe talk through that Facebook deal. voice-verified

You guys weren't here at the time, but would love to learn more about that. voice-verified

Did you guys hold on to that position? voice-verified

Yeah. voice-verified

No, that's not what funded this beautiful... There have been a couple of other decent partnerships along the way. voice-verified

That's awesome. voice-verified

So I want to go through each one of your portfolios and we'll make it a cohesive conversation. voice-verified

But what I was really surprised about is that you guys are generalists. voice-verified

So how did you come up with, I mean, you all distinctively have different backgrounds and I'm sure networks and that kind of thing, but like, how do you come up with the theses behind the positions and the different companies that you've invested into? voice-verified

Whether it's Nebious, Cursor, Lovable, all those types of companies. voice-verified

Excel is more of a quiet story and like a quiet, I don't know, silent killer. voice-verified

Showing 2361–2380 of 4,210 · page 119 of 211