Molly Welch
Partner at Radical Ventures and a NextGPs-listed investor who discusses AI investing, the shift from software to physical-world AI applications, and security implications of AI-generated code.
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Apr 1, 2026 • 48min
Why Oracle is Cutting Thousands, Claude Code Leak, Lessons from Google Deepmind CEO Demis Hassabis
Sebastian Mallaby, author who interviewed Demis Hassabis about DeepMind; Molly Welch, Radical Ventures partner focused on AI investing and physical-world AI; Catherine Perloff, Amazon reporter covering Rufus chatbot ads. They discuss Oracle’s cuts and AI spending. They unpack Amazon’s sponsored prompts and ad tradeoffs. They review Anthropic’s Claude code leak and risks around AI-generated code and security.
