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 · Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · 29 Jun 2026 podcast

The first one is, who do you think has the best instinct on managing these AI scale and economics in the companies? voice-verified

Is it the founders? voice-verified

Are you finding it within different firms or other kinds of researchers or economists? voice-verified

This is new to everyone. voice-verified

How are you making sense of it and who do you think has the best handle? voice-verified

So are you saying it's disorienting for making net new investments or also understanding current portfolio companies and how they're growing and scaling in different ways, marginally and like business model wise? voice-verified

And consumer. voice-verified

Since it's not a thematic fund, but we are entering a new kind of state voice-verified

of the AI era where things are maturing more. voice-verified

Brad Gersner thinks it's, you know, he says it's the age of inference and the companies that are going to be rewarded most now are downstream of that. voice-verified

You know, I mean, think about like the AI agent economy, which you know well with Gum Loop. voice-verified

Everything that's downstream of that, whether it's hyperscalers, clouds, voice-verified

Power, all the different kinds of connectors. voice-verified

Routers are now big. voice-verified

Huge. voice-verified

People are going after those categories. voice-verified

So how do you think about, I guess, inference too, and then maybe tie in Gumloop a bit, but this whole economy that's booming because of the proliferation of agents versus chats? voice-verified

What do you think is going to happen with the proliferation of agents? voice-verified

What about AI? voice-verified

Or for some. voice-verified

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