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

What do you think is going to happen to the scale? voice-verified

Do you think it's going to continue? voice-verified

They have no idea what 5.5 is. voice-verified

No idea. voice-verified

Given the scale and how fast things are running, another common question is how do we fund this? voice-verified

And there's different types of funding that's happening. voice-verified

I mean, I think we're like literally across from General Catalyst and they have their CVF fund and like there's people who are going after debt for tokens and trying to create the right mix. voice-verified

But the kind of like the undercurrent of all of this is voice-verified

Companies are raising money faster than ever before. voice-verified

And one of the questions in our conversation before is like, do we talk about the bubble? voice-verified

I don't think the bubble is very interesting. voice-verified

I'm like most interested in like, what are the biggest concerns right now with that? voice-verified

Because reading through the cracks of all of it, right? voice-verified

It's like, what... voice-verified

I think we all know when companies are running off the tracks and when they're overfunded to an extent. voice-verified

But then again, it's a weird time. voice-verified

There are total Hail Marys where these companies are outperforming what you thought they were doing. voice-verified

And so they raise another round and then six months after that, they raise another round and then they just keep on getting more and more capital under them. voice-verified

But OK, so to this point, the funding ecosystem has changed dramatically. voice-verified

The playbook is out the door. voice-verified

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