Sourcery

Teresa Carlson, founding CEO of the General Catalyst Institute and former AWS public sector leader who grew AWS government from two people to a multibillion business. She tells the inside story of winning the CIA classified cloud contract. Short takes cover Amazon’s writing culture, FedRAMP creation, parallels between cloud and AI adoption, and how startups should engage with Washington.

Dara Khosrowshahi, CEO of Uber and former Expedia executive, walks through Uber’s shift from rides to a “go anywhere, get anything” platform. He discusses the Expedia hotels tie‑in, Shop For Me on-demand shopping, AI-powered agents and engineering changes, autonomous vehicle partnerships, and creative cross-platform experiments like in-ride coffees and hotel room delivery.

Brett Adcock, founder and CEO of Figure and leader of their humanoid robotics and Helix AI efforts. He tours Figure’s labs, manufacturing, and design studio. Topics include Helix neural policies replacing hand-coded control, reinforcement-learning stability tests like the Vulcan project, autonomous home tidying by Figure 03, and the BotQ assembly and battery safety lines.

Brett Adcock, founder and CEO of Figure, is building general-purpose humanoid robots and scaling production fast. He discusses why humanoids are already working, plans to ramp to millions of units, vertical integration of hardware, the split with OpenAI, and the risks and economics of deploying physical AI at massive scale.

Kyle Harrison, General Partner at Contrary and co-author of The Anduril Thesis, is an investor and researcher focused on defense tech and industrial policy. He unpacks a century of military history, Anduril’s origin story and funding arc, why Lattice is the true product, the rise of Sentry Towers and undersea stakes, and how procurement and talent shape modern defense.

Adam Bry, co-founder and CEO of Skydio, leads the largest U.S. drone maker focused on autonomous systems and domestic manufacturing. He tours rooftop drone docks, 24/7 wind-wall stress testing, and multi-drone missions. Hear demos of DFR Command, the indoor R10, fixed-wing F10 with robotic catch, and the X10 water-rescue drop alongside Skydio’s $3.5B U.S. manufacturing expansion.

Adam Bry, CEO of Skydio — leading a U.S. drone and robotics company building autonomous flying systems. He discusses Skydio’s $110M Series F and scaling production, life-saving public safety deployments and crime-reduction impacts, China-independent supply chains and US manufacturing, new indoor and fixed-wing platforms, and the future of agentic AI-powered drones.

Hemant Taneja, CEO of General Catalyst and longtime venture investor, outlines GC’s mission and strategies in AI, healthcare, and global investing. He discusses the firm’s new quarterly review, why the software buyout model is failing, the $5B India commitment, Anthropic-related controversies, buying Summa Health to build AI-native care, and leadership and fund management approaches.

Leif Abraham, Co-CEO and co-founder of Public, leads a modern investing platform blending multi-asset trading with AI. He talks about AI agents that automate strategies, Generated Assets custom indices, building a serious platform for high-net-worth investors, co-CEO leadership, and how investing and advisor roles may change with AI and the great wealth transfer.

Hannan Happi, CEO and co-founder of Exowatt, builds modular solar-thermal systems that store heat in rocks to deliver dispatchable clean power for AI data centers. He walks through the P3 shipping-container system, Fresnel lens optics, rock heat batteries, factory-scale prototyping, and why domestic, low-cost materials could replace gas backup and scale to multi-GW data center needs.