Molly O’Shea
@MollySOShea
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Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @cartainc
LA / NYC / SF / MIA
Joined January 2018
BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantir’s office. We cover: - $PLTR record earnings - ~$500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality, value creation, &
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“Wiz was closing on these very healthy six figure deals in a matter of weeks or months, which was just unprecedented.” Philip Clark (@PJClark), Partner at Thrive Capital (@ThriveCapital) shares the sales momentum that led to Thrive's investment, & @wiz_io's eventual $32B
BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.” In this conversation,
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Philip Clark (@PJClark), Partner at Thrive Capital (@ThriveCapital), draws on investments in OpenAI, Cursor, Physical Intelligence, & his semiconductor background to outline 3 big takeaways on the state of AI development: 1.) AI’s breakthroughs aren’t linear. They come in
BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.” In this conversation,
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@Alfred_Lin Full interview with Alfred Lin: https://t.co/2fdWrNDfqR
BREAKING: Sequoia Launches Two New Early Stage Funds: $200M Seed Fund VI & $750M Venture Fund XIX Alfred Lin (@Alfred_Lin), No 1 Midas List Investor (2 yrs in a row) shares Sequoia’s company-building philosophy with stories from OpenAI, DoorDash, Airbnb, Kalshi, Commure,
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BREAKING: Zipline signs $150M contract with the U.S. State Dept & an additional $400M of co-commitments from their African partner govts. Board Member & Investor, Alfred Lin (@Alfred_Lin), co-steward of Sequoia, shares one of the most dramatic "capital P" Pivots in the history
Today we’re making one of the biggest announcements in Zipline’s history. We have signed a $150m contract with the US State Dept that will come with $400m of co-commitments from our African partner govts. This will expand life saving autonomous delivery to 130m people in Africa
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Today we’re making one of the biggest announcements in Zipline’s history. We have signed a $150m contract with the US State Dept that will come with $400m of co-commitments from our African partner govts. This will expand life saving autonomous delivery to 130m people in Africa
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Philip Clark (@PJClark), Partner at Thrive Capital (@ThriveCapital), on the top 5 insights behind their heavily concentrated investment strategy: 1.) "all the wins should really feel great & all the losses should really hurt, & we should have real skin in the game." 2.) "if
BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.” In this conversation,
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Favorite moment from the interview? "CEO move out of the way!" A Palantirian casually walking through the shot — completely unfazed by two cameras, & even.. Alex Karp
BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantir’s office. We cover: - $PLTR record earnings - ~$500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality, value creation, &
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Compete with @PJClark at your own risk. Completely unsurprised by his success over the past few years. And he’s just getting started…
BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.” In this conversation,
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"We looked at our original investment memo [for OpenAI] there was no mention of ChatGPT in there" Thrive made its first OpenAI investment in 2023, at a $29B valuation.. Since then, they’ve more than doubled down - leading multiple rounds up until OpenAI’s recent $500B
BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.” In this conversation,
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BREAKING: Inside Thrive Capital w/ Partner Philip Clark Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.” In this conversation,
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Oops I did it again
To the people who walk slow: Why do you do this?
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I just finished ‘The Philosopher in the Valley, Alex Karp, Palantir, and the Rise of the Surveillance State’ by Michael Steinberger. It was a quick, well-written, and fascinating read, in part a biography on Alex Karp as well as a deep dive on @PalantirTech. I found the book to
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"Oh it's just Palantir people are roving around no hierarchy. It's just this is the Palantir thing. They're like "What are you doing here?" "Get I'm working I have no time." "CEO move out of the way." It's the other thing of Palantir, we value our work, like he can have any
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Favorite moment from the interview? "CEO move out of the way!" A Palantirian casually walking through the shot — completely unfazed by two cameras, & even.. Alex Karp
BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantir’s office. We cover: - $PLTR record earnings - ~$500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality, value creation, &
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