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Inside fal’s $1.65B Series E & F Led by Sequoia & Bessemer

fal has raised $1.65B in a combined Series E and Series F, with Sequoia Capital leading the E and Bessemer Venture Partners leading the F. Its founders see generative media as 1 of only 3 product market fits in AI, alongside search and coding agents. Burkay Gür (Co-Founder and CEO) and Gorkem Yurtseven (Co-Founder and CTO) started fal in 2021 after building machine learning infrastructure at Coinbase and Amazon. fal runs the infrastructure behind image, video, audio, and 3D models, serving developers, studios, and the model labs themselves. Recorded at Dalida in San Francisco, Burkay and Gorkem explain how fal moved from Python data infrastructure into generative media, why video and image now split its revenue 50/50, and how demand kept rising as video prices jumped more than 10X. They also cover fal’s 150+ person org with only 2 reporting levels, the compute shortage shaping model launches, and why they believe the margin in AI sits with compute providers over applications. “AI really has 3 product market fits. One of them is search. The other really clear one that’s growing really fast now is coding agents. And the third one is, we believe, generative media.” We cover: › The $1.65B Series E and F › Why individuals spend $10K to $20K a month on generative media › Veo 2 pricing and the shift to professional ads and film work › Super ICs and hiring for agency, hunger, and humility › World models, open source, and Hollywood adoption Burkay Gur: https://x.com/burkaygur Gorkem Yurtseven: https://x.com/gorkem Molly O’Shea: https://x.com/MollySOShea Sourcery: ⁠https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 Apple Podcasts: https://podcasts.apple.com/in/podcast/inside-fals-%241-65b-series-e-f-led-by-sequoia-bessemer/id1738124704?i=1000799593284 Spotify: https://open.spotify.com/episode/3VK5PQL6fOYrVJg1NSFCeB?si=p7mPqMsvSz-A5Xgh5DnTiQ 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 • Harvey—The AI platform built for legal work, is helping the best firms and companies close deals faster. More than 200,000 lawyers, 80% of the Am Law 100, and over 20% of the Fortune 500 build with Harvey. Visit: http://harvey.ai/ • Zone—develops next-generation data center campuses, partnering with AI companies, site developers and technology leaders to bring compute online faster and at scale. Visit: https://zonefrontier.com • Mercor—The human intelligence behind frontier AI. Frontier labs and leading enterprises use Mercor to turn the knowledge of 5M+ experts into the data, evals and benchmarks that make AI better at real work. Visit: http://mercor.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 Follow Sourcery for the latest updates! https://www.sourcery.vc Disclosure: Paid Ad. Agents are an experimental AI tool. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Brokerage accounts and services provided by Open to the Public Investing, Inc. See additional disclosures at https://public.com/disclosures/agenticdisclosures. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Burkay Gur & Gorkem Yurtseven, Co-Founders at fal (00:48) Why fal stopped chasing headlines (03:15) Why generative media is AI’s next big market (04:51) The infinite demand for AI videos (09:35) The future of AI-generated ads (13:19) How fal pivoted into generative media (18:02) Hiring people who live and breathe AI (23:01) Where AI meets Hollywood (24:29) From friends to Co-Founders (27:48) What a “Super IC” actually is (35:58) The hardest part of staying at the frontier (37:42) Why compute is the bottleneck for new models (41:55) Why AI models have such weird names (43:56) The story behind the name fal (45:12) Why open source isn't going anywhere (49:02) "AI has had zero impact on Hollywood" (53:39) Waiting for AI's Toy Story moment (56:58) Why Jack Dorsey is underrated (58:55) Why the application layer has no margins

Molly O'SheahostGörkem YurtsevenguestBurkay Gürguest

Nov 3, 20261h 3mWatch on YouTube ↗

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EPISODE INFO

Released: November 3, 2026
Duration: 1h 3m
Channel: Sourcery with Molly O'Shea
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

fal has raised $1.65B in a combined Series E and Series F, with Sequoia Capital leading the E and Bessemer Venture Partners leading the F. Its founders see generative media as 1 of only 3 product market fits in AI, alongside search and coding agents. Burkay Gür (Co-Founder and CEO) and Gorkem Yurtseven (Co-Founder and CTO) started fal in 2021 after building machine learning infrastructure at Coinbase and Amazon. fal runs the infrastructure behind image, video, audio, and 3D models, serving developers, studios, and the model labs themselves. Recorded at Dalida in San Francisco, Burkay and Gorkem explain how fal moved from Python data infrastructure into generative media, why video and image now split its revenue 50/50, and how demand kept rising as video prices jumped more than 10X. They also cover fal’s 150+ person org with only 2 reporting levels, the compute shortage shaping model launches, and why they believe the margin in AI sits with compute providers over applications. “AI really has 3 product market fits. One of them is search. The other really clear one that’s growing really fast now is coding agents. And the third one is, we believe, generative media.” We cover: › The $1.65B Series E and F › Why individuals spend $10K to $20K a month on generative media › Veo 2 pricing and the shift to professional ads and film work › Super ICs and hiring for agency, hunger, and humility › World models, open source, and Hollywood adoption Burkay Gur: https://x.com/burkaygur Gorkem Yurtseven: https://x.com/gorkem Molly O’Shea: https://x.com/MollySOShea Sourcery: ⁠https://x.com/sourceryy 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 Apple Podcasts: https://podcasts.apple.com/in/podcast/inside-fals-%241-65b-series-e-f-led-by-sequoia-bessemer/id1738124704?i=1000799593284 Spotify: https://open.spotify.com/episode/3VK5PQL6fOYrVJg1NSFCeB?si=p7mPqMsvSz-A5Xgh5DnTiQ 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
• Harvey—The AI platform built for legal work, is helping the best firms and companies close deals faster. More than 200,000 lawyers, 80% of the Am Law 100, and over 20% of the Fortune 500 build with Harvey. Visit: http://harvey.ai/
• Zone—develops next-generation data center campuses, partnering with AI companies, site developers and technology leaders to bring compute online faster and at scale. Visit: https://zonefrontier.com
• Mercor—The human intelligence behind frontier AI. Frontier labs and leading enterprises use Mercor to turn the knowledge of 5M+ experts into the data, evals and benchmarks that make AI better at real work. Visit: http://mercor.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 Follow Sourcery for the latest updates! https://www.sourcery.vc Disclosure: Paid Ad. Agents are an experimental AI tool. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Brokerage accounts and services provided by Open to the Public Investing, Inc. See additional disclosures at https://public.com/disclosures/agenticdisclosures. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Burkay Gur & Gorkem Yurtseven, Co-Founders at fal (00:48) Why fal stopped chasing headlines (03:15) Why generative media is AI’s next big market (04:51) The infinite demand for AI videos (09:35) The future of AI-generated ads (13:19) How fal pivoted into generative media (18:02) Hiring people who live and breathe AI (23:01) Where AI meets Hollywood (24:29) From friends to Co-Founders (27:48) What a “Super IC” actually is (35:58) The hardest part of staying at the frontier (37:42) Why compute is the bottleneck for new models (41:55) Why AI models have such weird names (43:56) The story behind the name fal (45:12) Why open source isn't going anywhere (49:02) "AI has had zero impact on Hollywood" (53:39) Waiting for AI's Toy Story moment (56:58) Why Jack Dorsey is underrated (58:55) Why the application layer has no margins

SPEAKERS

Molly O'Shea
host
Host of Sourcery with Molly O'Shea, interviewing founders and investors about major venture and AI deals.
Görkem Yurtseven
guest
Co-founder of fal, discussing the company’s generative media and inference/compute platform strategy.
Burkay Gür
guest
Co-founder of fal with prior experience at Coinbase (joined in 2016), focused on team-building and go-to-market for generative media.

EPISODE SUMMARY

In this episode of Sourcery with Molly O'Shea, featuring Molly O'Shea and Görkem Yurtseven, Inside fal’s $1.65B Series E & F Led by Sequoia & Bessemer explores why fal bets on generative media—and compute scarcity—to scale The conversation centers on why fal believes generative media is one of AI’s three major product-market fits, alongside search and coding agents.

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