Molly O’Shea

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Molly O’Shea

Molly O’Shea

@MollySOShea

Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel

LA / NYC / SF Katılım Ocak 2018
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Molly O’Shea
Molly O’Shea@MollySOShea·
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, & helping Americans win - Dyslexia, artistry, & Karp’s leadership philosophy - The Legacy of Rosita - Cupcakes Special thank you to @elianoayounes for the strategic vibes & the @PalantirTech team for helping put this together! Highlights: (00:00) Inside Palantir w/ Alex Karp (02:16) Building w/o hierarchy, the anti-playbook culture (05:00) Artistry & conviction in product creation (06:45) Ignoring consensus & betting on vision (08:45) Helping Americans win - soldiers, workers, investors (11:00) Moral conviction & the foundation of Palantir (13:00) Meritocracy, realism, & Western values (15:41) The Eisenhower Award & moral leadership (19:45) Dyslexia, intuition, & leading through instinct (22:38) Value creation vs. hype in the AI boom (26:19) Launching AIP - Palantir’s turning point (28:30) AIP as the operating system for the AI era (33:15) Rosita - family (39:55) Cupcake
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Carl Eschenbach
Carl Eschenbach@carl_eschenbach·
It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.
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Molly O’Shea
Molly O’Shea@MollySOShea·
What do Lockheed Martin, Hermès, ElevenLabs, Jelly Belly & OpenAI have in common? With 40K+ customers, @deel didn’t just scale globally — they broke out of tech, expanding across airlines, banks, oil & gas, + luxury brands, building real long-term defensibility Customers span KLM, Lockheed Martin, Hermès, ElevenLabs, Lucid, Zillow, On, Puma, Reddit, Klarna, OpenAI, Shopify, Coinbase, YC startups, Cloudflare, Jelly Belly, NuBank, Instacart.. cc: @Bouazizalex @shuooo
Molly O’Shea@MollySOShea

BREAKING: @deel Hits $1.4B+ ARR Co-founded by CEO Alex Bouaziz (@Bouazizalex) & CRO Shuo Wang (@shuooo), Alex shares their hypergrowth playbook.. Founded in 2019, at only 7 years old: - Deel has scaled to $1.4B+ ARR - Reached a $17.3B valuation - 40K+ customers across 150+ countries - 3+ years of being profitable Deel has rapidly become the #1 platform for hiring & paying employees worldwide. We discuss: • Scaling Deel to $1.4B+ ARR • Serving 40K+ companies across 150+ countries • Deel’s 10+ acquisition M&A strategy • Building a profitable hypergrowth SaaS company • The future of global hiring & distributed teams • How AI agents will transform the workforce Recent Financing: Oct 2025, Deel announced a $300 million Series E funding round, valuing the company at $17.3 billion co-led by Ribbit Capital (@RibbitCapital) as a new investor, alongside long-time partners Andreessen Horowitz (@a16z) & Coatue Management (@coatuemgmt). This was filmed in London February 12, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Bouaziz, Co-Founder & CEO at Deel (02:05) Working with co-founder & CRO Shuo Wang (03:54) What Deel actually does (05:05) Biggest customers (05:54) $17B valuation and latest funding round (06:35) How Deel approaches fundraising (07:50) Hitting $100M ARR and early growth (09:25) Why raise money if you are already profitable? (10:35) Inside the latest funding round (12:03) Why payroll is a huge global opportunity (14:21) How Deel expanded its product stack (15:21) The challenges of hiring globally (16:18) Running a 7,000 person fully remote company (18:29) Tips for building remote teams (19:50) Why Deel went global from day one (22:47) How AI is changing hiring (25:00) Deel’s moat in an AI world (26:19) A question from Micky Malka (26:57) From airlines to oil and gas: who uses Deel (27:58) M&A strategy and integration playbook (34:33) Biggest mistakes companies make with acquisitions (35:56) How to retain founders after acquisitions (36:34) Deel's new CFO (39:09) What it takes to be IPO ready (40:29) How AI could affect Deel’s future (42:55) The "Dubai founder controversy" (46:00) Leading in a competitive market (50:47) The biggest misconception about Deel (53:27) The right people around you (56:51) The "default optimism" (58:33) What’s next for Deel (01:01:05) The future of autonomous agents (01:03:35) Biggest lessons from Shuo (01:06:34) What makes a great salesperson (01:08:32) Partnering with Arsenal

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Public
Public@public·
Sound familiar?
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COATUE
COATUE@coatuemgmt·
Chart of the Day: In just 6 years, @supabase went from zero to 7M+ users. The real story? 80%+ of that growth was just from the last year alone. From January 2025 to today, Supabase added ~6M+ new users driven by their acceleration to support developers in the AI supercycle.
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Molly O’Shea
Molly O’Shea@MollySOShea·
@luke_metro So happy you brought that up, I have a podcast for you
Molly O’Shea@MollySOShea

BREAKING: @deel Hits $1.4B+ ARR Co-founded by CEO Alex Bouaziz (@Bouazizalex) & CRO Shuo Wang (@shuooo), Alex shares their hypergrowth playbook.. Founded in 2019, at only 7 years old: - Deel has scaled to $1.4B+ ARR - Reached a $17.3B valuation - 40K+ customers across 150+ countries - 3+ years of being profitable Deel has rapidly become the #1 platform for hiring & paying employees worldwide. We discuss: • Scaling Deel to $1.4B+ ARR • Serving 40K+ companies across 150+ countries • Deel’s 10+ acquisition M&A strategy • Building a profitable hypergrowth SaaS company • The future of global hiring & distributed teams • How AI agents will transform the workforce Recent Financing: Oct 2025, Deel announced a $300 million Series E funding round, valuing the company at $17.3 billion co-led by Ribbit Capital (@RibbitCapital) as a new investor, alongside long-time partners Andreessen Horowitz (@a16z) & Coatue Management (@coatuemgmt). This was filmed in London February 12, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Bouaziz, Co-Founder & CEO at Deel (02:05) Working with co-founder & CRO Shuo Wang (03:54) What Deel actually does (05:05) Biggest customers (05:54) $17B valuation and latest funding round (06:35) How Deel approaches fundraising (07:50) Hitting $100M ARR and early growth (09:25) Why raise money if you are already profitable? (10:35) Inside the latest funding round (12:03) Why payroll is a huge global opportunity (14:21) How Deel expanded its product stack (15:21) The challenges of hiring globally (16:18) Running a 7,000 person fully remote company (18:29) Tips for building remote teams (19:50) Why Deel went global from day one (22:47) How AI is changing hiring (25:00) Deel’s moat in an AI world (26:19) A question from Micky Malka (26:57) From airlines to oil and gas: who uses Deel (27:58) M&A strategy and integration playbook (34:33) Biggest mistakes companies make with acquisitions (35:56) How to retain founders after acquisitions (36:34) Deel's new CFO (39:09) What it takes to be IPO ready (40:29) How AI could affect Deel’s future (42:55) The "Dubai founder controversy" (46:00) Leading in a competitive market (50:47) The biggest misconception about Deel (53:27) The right people around you (56:51) The "default optimism" (58:33) What’s next for Deel (01:01:05) The future of autonomous agents (01:03:35) Biggest lessons from Shuo (01:06:34) What makes a great salesperson (01:08:32) Partnering with Arsenal

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Luke Metro
Luke Metro@luke_metro·
did we ever figure out if the Deel CEO is still in Dubai
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Molly O’Shea
Molly O’Shea@MollySOShea·
Amazon at 7 → still mostly books (now $2T+) Apple at 7 → just early PCs (now $3.6T+) Nvidia at 7 → gaming chips (now $4T+) Deel at 7 → $1.4B+ ARR, $17.3B val, 3+ years profitable, 40K+ customers, $20B+ global payroll Kid's growing up fast. Happy Birthday @deel!! @Bouazizalex @shuooo
deel@deel

7 years of Deel, 1 incredible journey 🎉 From our very first hire to helping teams work across every corner of the globe, it’s been a journey we couldn’t have done without our amazing team, customers, and partners. Thank you to everyone who’s been part of this ride. Here’s to the next chapter, together!

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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
Jake Paul stopped by with Geoff in Texas last week, the day after he saw President Trump. Cool guy. Brought him on the podcast. I’m in favor of more patriotic fighters - he loves capitalism, courage, and America 🇺🇸 - as cultural icons for our youth.
American Optimist@AmOptimistShow

EPISODE 146: AI, Culture, and Attention as Currency @JTLonsdale welcomes @jakepaul & @geoffreywoo to Austin 00:00 Episode intro 02:20 On stage with President Trump 06:00 Attention is the most valuable currency 08:00 The origins of @AntiFund and backing OpenAI, Anduril, Ramp, and others 09:10 Betr + Polymarket and the future of prediction markets 14:58 Launching Sora with OpenAI 16:14 Are you worried about AI slop? 19:10 How AI is changing culture; revival of in-person events 21:20 Who should become a creator? 24:30 Fighters as cultural icons 31:30 How to win the culture

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Jason Shuman
Jason Shuman@JasonrShuman·
Everyone knows about Founders Fund's investment in SpaceX. No one talks about Wejchert Capital. Backed the company in the $30M Series C at a $280M Post.
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Molly O’Shea
Molly O’Shea@MollySOShea·
“Resilience is super critical… she’s got more resilience than almost anyone I know.” $1.4B+ ARR in 7 years doesn’t happen by accident. The CRO behind that growth? Shuo Wang (@shuooo), co-founder of @Deel. Here’s what makes her different — & why their (Shuo + @Bouazizalex) partnership wins:
Molly O’Shea@MollySOShea

BREAKING: @deel Hits $1.4B+ ARR Co-founded by CEO Alex Bouaziz (@Bouazizalex) & CRO Shuo Wang (@shuooo), Alex shares their hypergrowth playbook.. Founded in 2019, at only 7 years old: - Deel has scaled to $1.4B+ ARR - Reached a $17.3B valuation - 40K+ customers across 150+ countries - 3+ years of being profitable Deel has rapidly become the #1 platform for hiring & paying employees worldwide. We discuss: • Scaling Deel to $1.4B+ ARR • Serving 40K+ companies across 150+ countries • Deel’s 10+ acquisition M&A strategy • Building a profitable hypergrowth SaaS company • The future of global hiring & distributed teams • How AI agents will transform the workforce Recent Financing: Oct 2025, Deel announced a $300 million Series E funding round, valuing the company at $17.3 billion co-led by Ribbit Capital (@RibbitCapital) as a new investor, alongside long-time partners Andreessen Horowitz (@a16z) & Coatue Management (@coatuemgmt). This was filmed in London February 12, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Bouaziz, Co-Founder & CEO at Deel (02:05) Working with co-founder & CRO Shuo Wang (03:54) What Deel actually does (05:05) Biggest customers (05:54) $17B valuation and latest funding round (06:35) How Deel approaches fundraising (07:50) Hitting $100M ARR and early growth (09:25) Why raise money if you are already profitable? (10:35) Inside the latest funding round (12:03) Why payroll is a huge global opportunity (14:21) How Deel expanded its product stack (15:21) The challenges of hiring globally (16:18) Running a 7,000 person fully remote company (18:29) Tips for building remote teams (19:50) Why Deel went global from day one (22:47) How AI is changing hiring (25:00) Deel’s moat in an AI world (26:19) A question from Micky Malka (26:57) From airlines to oil and gas: who uses Deel (27:58) M&A strategy and integration playbook (34:33) Biggest mistakes companies make with acquisitions (35:56) How to retain founders after acquisitions (36:34) Deel's new CFO (39:09) What it takes to be IPO ready (40:29) How AI could affect Deel’s future (42:55) The "Dubai founder controversy" (46:00) Leading in a competitive market (50:47) The biggest misconception about Deel (53:27) The right people around you (56:51) The "default optimism" (58:33) What’s next for Deel (01:01:05) The future of autonomous agents (01:03:35) Biggest lessons from Shuo (01:06:34) What makes a great salesperson (01:08:32) Partnering with Arsenal

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Molly O’Shea
Molly O’Shea@MollySOShea·
Zipline’s most surprising power user: "A grandma in Dallas has ordered on Zipline 350 times." "79-80 years old, she's living in the future." "Saves her hours & hours of time" @Keller CEO of @zipline
Keller Cliffton@Keller

Great to host @howardlutnick and his team at our factory – the largest autonomous aircraft manufacturing facility in the US. We are at the beginning of another industrial revolution. AI and robotics will dramatically remake the world over the next 5-10 years. Done right, we can save lives, save money, and save time. Today America is the global leader in autonomous logistics and @zipline is working hard to keep it that way

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Keller Cliffton
Keller Cliffton@Keller·
Great to host @howardlutnick and his team at our factory – the largest autonomous aircraft manufacturing facility in the US. We are at the beginning of another industrial revolution. AI and robotics will dramatically remake the world over the next 5-10 years. Done right, we can save lives, save money, and save time. Today America is the global leader in autonomous logistics and @zipline is working hard to keep it that way
Keller Cliffton tweet mediaKeller Cliffton tweet mediaKeller Cliffton tweet mediaKeller Cliffton tweet media
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Daniel Berk 🐝
Daniel Berk 🐝@danielcberk·
Is anybody else interested in a free private jet flight for 6 people to Washington DC to go to the grand opening of Polymarket's Situation Room? I'm still looking for 3-4 more people to join us. We can leave tomorrow, March 18th from Charleston, SC and will fly to DC where we'll stay through the grand opening and then fly home. If interested please PM me. Preferably someone with a private jet and 6 open seats, otherwise we can't go.
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Keşfet

@carl_eschenbach @sequoia @gradypb @Alfred_Lin @deel @Bouazizalex @shuooo @public