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Molly O’Shea
VC | Founder @Sourceryvc | HUGE fan of @brexhq
BREAKING: Nat Friedman Leads $15M Seed in AIUC
Launching Artificial Intelligence Underwriting Company ('AIUC') Out of Stealth 👀
Rune Kvist (@RuneKvist), Founder & CEO, (*Anthropic’s first product & GTM hire*) joins Sourcery to break down how his team is building the confidence infrastructure for AI adoption — & why every AI agent will soon need to be certified & insured.
Nat Friedman (NFDG) led this round his round, w/ participation from @emergencecap, Terrain, @8enmann (Anthropic co-founder), former CISOs of Google Cloud & MongoDB, & other top AI operators.
Highlights:
(00:00) Launching AIUC: $15M Seed Led by @natfriedman
(01:49) What AIUC Does: Insurance, Standards, and Audits for AI Agents
(04:20) History Repeats: How Insurance Enabled Innovation (Franklin, UL, Cars)
(08:14) The AI Divide: OpenAI vs Anthropic vs SSI
(10:39) Confidence Infrastructure: Helping Enterprises Trust AI
(14:13) How AIUC Tests Agents & Updates Standards Frequently
(17:03) Underwriting AI: Modeling Risk When Agents Go Rogue
(21:40) From AGI to Superintelligence: What Comes Next?
(28:36) Why AI Regulation Won’t Be Federal This Year
(34:36) What Is a K*ll Switch — & Do We Need One?
(39:28) One Dominant Standard for AI Insurance
(45:41) What Enterprise AI Will Look Like in 3–5 Years
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The ASI race will define national advantage. Turing is helping America win it.
We’re building the AI systems that matter most, where precision, security, and scale aren’t optional. Trusted by top AI Labs and Fortune 500 companies, we move frontier AI from research to real-world deployment.
Because in this race, ideas aren’t enough. Execution wins.
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Big news today from DC: the White House just released its AI Action Plan calling for a new era of American AI dominance.
A few quick takeaways for tech:
• Open source and open weight models are key to national competitiveness
• Energy abundance is now a matter of national security
• WH calls on states to roll back burdensome AI regulation
• Government is about to become a big — and smart — customer of AI

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Molly O’Shea kirjasi uudelleen
$PLTR Palantir’s Greg Little says 45 companies are now using FedStart‼️🔮
“We have this program called FedStart. Palantir has been building capability in defense for 20 years… how do we share that infrastructure with startup companies to be able to easily access data if the government approves it, but also to ride on our infrastructure backbone to deploy their software, in our DevSecOps-like environment?
“We've helped almost 45 companies in that.
“Warp Speed Manufacturing OS is— how do we bring software to American manufacturing for them to be able to produce more at a very cost-effective price?”
Via @MollySOShea @sourceryvc
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Wait.. is Game of Thrones the blueprint for America’s defense industrial base? 🤯
Iron Throne = Pentagon
House Stark = Disruptors (Anduril, Shield AI, Saildrone, Saronic)
House Lannister = Primes (Lockheed, BAE, HII)
House Tyrell = SIs/Consultants (SAIC, IBM, BCG)
Maesters = FFRDCs/labs (MITRE, Lincoln Lab, etc.)
Iron Bank = VCs/PE
White Walkers = China, Russia, Iran, North Korea (esp. China as the Night King)
. . .
Greg Little, Senior Counselor @PalantirTech
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