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Molly S. O’Shea on Muck Rack

Molly S. O’Shea

Los Angeles, New York, San Francisco
As seen in: MDPI, Substack, The BMJ, Fort Worth Star-Telegram, Lexington Herald-Leader, The Press Democrat, San Luis Obispo Tribune, Wichita Eagle, Bradenton Herald, Las Vegas Sun and
Investing & Tech →Newsletter/Podcast @Sourceryy | BIG Fan @brexhq @Turingcom @public @deel @getvcx
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Molly O’Shea on X: "BREAKING: Inside Palo Alto Networks ($PANW ) w/ CEO Nikesh Arora (@nikesharora) Rogue agents are just the start. "This is the beginning. This is not a moment." Nikesh joined 8 years ago at an $18 Billion market cap. Today it's grown to

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By Molly S. O’Shea
| x.com
) Rogue agents are just the start. "This is the beginning. This is not a moment." Nikesh joined 8 years ago at an $18 Billion market cap. Today it's grown to $300+ Billion "For 8 years I tried to convince CEOs to pay attention to cybersecurity. You know what Mythos did? Every CEO wants to talk about Mythos." "The average time to fix a vulnerability was 55 days.. The average time they'll find it, try & attack you is in minutes.. We launched a capability that delivers patches in 4 hours.
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BREAKING: Inside AppLovin's $100B+ Ad Engine

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By Molly S. O’Shea
| Sourcery
Adam Foroughi, Co-Founder & CEO & Giovanni “Gio” Ge, CTO of AppLovin, join Sourcery from AppLovin’s Palo Alto headquarters for a deep dive into the technology and strategy behind its advertising business. AppLovin (NASDAQ: APP) is one of the most efficient company in public markets at ~400 people. Approaching $7B in EBITDA. That's ~$17M per employee, roughly 3x the revenue per head of Nvidia & 7x Apple, Meta, or Google. Engineering hasn't grown in 3 years (100 people) while cash flow scaled 20x.
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BREAKING: Base Power Hits $13B on $1B Series D

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By Molly S. O’Shea
| Sourcery
Justin Lopas, Co-Founder & COO of Base Power, joins Sourcery at Factory 1 in Austin for the launch of Base Core and the company’s $1 billion Series D. The round values Base at $13 billion post-money and is led by Ribbit, Addition, Valor Equity Partners, and JPMorganChase’s Strategic Investment Group. Existing investors Thrive Capital, a16z, Lightspeed, Trust Ventures, and CapitalG re-invested, bringing total capital raised past $2.5 billion.
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