Sourcery

Tanay Tandon, Co-Founder and CEO of Commure, joins Sourcery to break down the company's new $70M round at a $7B post-money valuation, led by General Catalyst with participation from Sequoia Capital, Morgan Stanley, and Kirkland & Ellis. With $750M raised to date, Commure now runs inside 500+ healthcare organizations, 3,000+ sites of care, and processes tens of billions of dollars in annual claims — with 85%+ of revenue cycle work completed without a human in the loop.
Tanay started the company at 18 out of his Stanford dorm room. Today, Commure has 1,200 employees across seven offices, supports 200M+ patient encounters a year, and has doubled ARR three years in a row. We get into the round, the use of General Catalyst's Customer Value Fund (CVF) for non-dilutive growth capital, why he believes point solutions will be wiped out, the Augmedix acquisition, the Summa Health partnership in Akron, the JPM flip-flops story, and his IPO plans.
Topics covered:
• The $70M / $7B round and why he didn't need the capital
• CVF and non-dilutive financing for go-to-market
• Building an AI-native OS for healthcare
• HCA, Tenet, Epic, and Meditech partnerships
• Why platforms beat point solutions
• Lessons from acquiring Augmedix
• What Alfred Lin, Hemant Taneja, and Teresa Carlson taught him
• The path to IPO

Tanay Tandon: https://www.linkedin.com/in/tanaytandon 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/Vd4HHQ1l9mM

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 
• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  
Follow Sourcery for the latest updates!
https://www.sourcery.vc
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

Coatue's Chief Investment Officer of Public Investments, Jaimin Rangwalla, joins Molly O’Shea of Sourcery to unpack the most extraordinary technology cycle of his 20-year career. Jaimin walks through Coatue's spring investor update — why OpenAI, Anthropic, and SpaceX are breaking into the world's top 25 companies before going public, how Anthropic was adding $2.5 billion in ARR every single week, and how the rise of agents launching agents is creating what he calls a "digital population explosion" that will multiply every person's semiconductor and power footprint by 1,000x.
Jaimin also breaks down Coatue's "follow the gigawatts" framework, the shift from 1 CPU : 8 GPUs to 1 GPU : 4 CPUs, why semiconductors went from career-long shorts to the most profitable sector in the market, and the "sellers of shortage vs. buyers of shortage" dynamic driving today's biggest winners. Plus: the bottlenecks no one is solving, the trillion-dollar IPOs coming, and what keeps him up at night.
Chapters below. Subscribe for more conversations with the investors and operators building the AI era.

Coatue Update Replay + Slides: https://www.coatue.com/blog/perspective/public-markets-update-2026-05-06
X: https://x.com/coatuemgmt/status/2052787367275319387?s=20 

Jaimin Rangwalla: https://www.linkedin.com/in/jaimin-rangwalla-402a21/ 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒
YouTube: https://youtu.be/ygtPaOhI0ak

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 
• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  
Follow Sourcery for the latest updates!
https://www.sourcery.vc
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

Teresa Carlson, Founding CEO of the General Catalyst Institute, joins Molly on Sourcery to share the inside story of how she built AWS's public sector business from zero revenue and two people into a $10B global powerhouse — including the legendary CIA contract that legitimized cloud computing for the entire world.
In this conversation, Teresa pulls back the curtain on what it was really like working alongside Jeff Bezos and Andy Jassy at Amazon, the brutal "no PowerPoint" writing culture, and the one-way vs. two-way door framework that shaped how she made decisions. She also draws sharp parallels between the early cloud era and today's AI explosion — explaining why she thinks AI adoption is moving faster than any technology she's ever seen, why the U.S. urgently needs an AI framework, and what startups must do to win in Washington DC.
We also get into the General Catalyst Institute's mission to give 1,000+ portfolio companies an "unfair advantage" with policymakers, the rise of commercially-oriented government under the current administration, and why founders need to ditch the flip-flops if they want to be taken seriously on Capitol Hill.
A must-watch for founders, operators, investors, and anyone interested in the intersection of AI, policy, and the future of American competitiveness.

Teresa Carlson: https://x.com/teresacarlson  
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/rztfzehJHUw

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery
• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev 
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Teresa Carlson, Founding CEO at GC Institute
(01:08) The historic Kentucky Derby win
(02:38) $10B AWS blueprint
(04:56) Converting the skeptics
(12:03) Contract that changed the trajectory of AWS
(17:05) Building a world-class team
(24:01) The scaling mantra
(29:12) Lessons from Bezos & Andy Jassy
(35:33) Why is AI scaling scaring governments? 
(40:23) Surviving the AI debt trap
(44:56) Why do government deals matter?
(48:55) Founding the GC Institute
(54:49) Founders storming Capitol Hill
(59:53) The unspoken rule of DC

Uber CEO Dara Khosrowshahi joins Sourcery for a walkthrough of Uber’s newest product launches and the future of transportation, AI, delivery, travel, and autonomous vehicles.
At Uber’s Go-Get showcase in New York City, Dara breaks down how Uber is evolving from a rideshare company into a global “go anywhere, get anything” platform. We discuss Uber’s new Expedia hotel partnership, AI-powered shopping agents, Uber’s autonomous vehicle strategy with Waymo, Zoox and Joby Aviation, and how AI is fundamentally changing the company’s operations and engineering culture.
Dara also reflects on leading Uber through one of the largest corporate turnarounds in tech history, scaling the company from billions in losses to nearly $10B in free cash flow.
Plus: how to actually raise your Uber rating.
Subscribe for more conversations with the CEOs, founders, and investors shaping the future of technology, AI, mobility, and infrastructure.

Dara Khosrowshahi: https://x.com/dkhos 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/AK4hrrlCNUA

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery
• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev 

Follow Sourcery for the latest updates!
https://www.sourcery.vc/

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Dara Khosrowshahi, CEO at Uber
(00:48) The biggest bet of 2026
(02:04) The accidental feature
(04:16) Your next Uber might come with a Coffee
(05:54) Uber One’s global takeover
(06:32) Growth hack to outpace rivals
(08:04) Replacing overpriced room service
(11:25) The Expedia reunion
(14:10) The 10-minute airport hack
(17:05) The $10 billion comeback
(19:00) Barry Diller’s golden advice
(22:49) Uber’s internal AI shift
(26:59) Will AI make Uber apps obsolete?
(27:36) Self-driving cars
(28:47) AI’s biggest misconception
(29:39) Hack your Uber rating
(31:36) Junior Devs coding for millions

For the first time ever, Figure is opening every door. Sourcery gets the first full tour of Figure's robotics campus with Founder & CEO Brett Adcock — and we see everything. Figure is the first-of-its-kind AI robotics company bringing a general purpose humanoid to life, designing, building, and testing every robot in-house.
In this exclusive walkthrough, Brett takes us through all the departments on their San Jose campus: 
System integration lab where robots are stress-tested with software faults and physical pushes

Helix AI team floor where the controls and neural network engineers train the vision-language-action model that runs onboard every Figure robot

Reinforcement learning & stability testing area where Figure demos the Vulcan project — surviving a lost knee mid-task — and lets Molly push the robot to test its RL-trained balance

Home environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation)

BotQ manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line and end-of-line burn-in bays

Industrial design studio — opened publicly for the first time — housing every generation of Figure robot ever built, including Figure 01 with its Frankenstein forearms, Figure 02, and the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands and feet

Brett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, and teases that Figure 04 will be their "iPhone 1 moment."
This is the most complete look inside Figure that has ever been filmed.

Brett Adcock: https://x.com/adcock_brett 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/ch_UM_JJU9w

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery
• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev 
Follow Sourcery for the latest updates!
https://www.sourcery.vc/
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.