Uncapped with Jack Altman

00:53:11

Uncapped #58 | David George from a16z

Uncapped with Jack Altman ·

2026/10/01

David George is a General Partner at Andreessen Horowitz, where he leads the firm's growth fund. Before a16z, David was a General Partner at General Atlantic. He has been involved in investments including Databricks, Ramp, Harvey, and Figma.We discussed David's framework for thinking about the AI buildout: why the thesis that "it's all going to work" is the right one, and why the answer to almost every question in AI right now is "and" rather than "or." We

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01:02:45

Uncapped #57 | Andrew Feldman from Cerebras

Uncapped with Jack Altman ·

2026/09/15

Andrew Feldman is the co-founder and CEO of Cerebras Systems, the AI chip company he founded in 2016 around a single radical insight: that winning in compute requires not incremental improvement but a fundamentally different architecture. Cerebras is the creator of the world's largest chip, the Wafer Scale Engine, and counts the US government, sovereign cloud providers, and OpenAI among its customers.Alongside Eric Vishria from Benchmark, we discussed why Andrew believes that if you are going to

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01:02:38

Uncapped #56 | Brian Singerman from GPx

Uncapped with Jack Altman ·

2026/09/01

Brian Singerman is the co-founder of GPx, a fund launched in 2025 alongside Lee Linden of Quiet Capital. GPx backs elite emerging managers at the early stage, then provides programmatic capital to co-lead later-stage investments when those managers choose to bet their career on a breakout company. Before GPx, Brian was a General Partner at Founders Fund for over a decade, where he was involved in investments including Anduril, Stemcentrx, and Airbnb. He transitioned to Partner Emeritus at Founders

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47:27

Uncapped #55 | Tony Xu from DoorDash

Uncapped with Jack Altman ·

2026/07/28

Tony Xu is the co-founder and CEO of DoorDash, the leading local commerce platform in the United States. Since co-founding DoorDash in 2013, Tony has built the company into a publicly traded business operating across 40 countries, spanning restaurants, grocery, convenience, retail, and advertising.We discussed how Tony thinks about AI spend and what it means to be an "atoms company" in a world racing to consume tokens. Tony shared his framework for directing AI toward customer outcomes rather than

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69:44

Uncapped #54 | Sam Blond from Monaco

Uncapped with Jack Altman ·

2026/07/14

Sam Blond is the co-founder and CEO of Monaco, an AI-native revenue automation platform built to replace the CRM as the system of record for sales. Before Monaco, Sam was a Partner at Founders Fund and before that one of the most accomplished go-to-market executives in the tech industry, having served as VP of Sales at EchoSign (acquired by Adobe), VP of Sales at Zenefits, and Chief Revenue Officer at Brex.We discussed Sam's entire sales journey from EchoSign through Zenefits, Brex, and Founders

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71:56

Uncapped #53 | Trae and Delian from Founders Fund

Uncapped with Jack Altman ·

2026/06/30

Trae Stephens is a Partner at Founders Fund and co-founder and Executive Chairman of Anduril Industries, a defense technology company building autonomous systems for the U.S. military and its allies. As of May 2026, Anduril is valued at $61 billion. Prior to co-founding Anduril, Trae was an early employee at Palantir Technologies, where he led teams focused on the intelligence and defense space. Delian Asparouhov is a Partner at Founders Fund and co-founder and President of Varda Space Industries,

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56:21

Uncapped #52 | Mike Volpi from Hanabi Capital

Uncapped with Jack Altman ·

2026/06/10

Mike Volpi is a General Partner at Hanabi Capital, with a background that spans senior operating roles and nearly two decades of investing. Mike currently sits on the boards of several innovative companies, including Scale AI, ClickHouse, Ferrari, and Confluent, where he is known as a thoughtful sounding board and a steady presence through the highs and lows of startup life.Mike is a retired partner at Index Ventures, where he led investments in category-defining companies across AI, software, and

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43:09

Uncapped #51 | Joe Lonsdale from 8VC

Uncapped with Jack Altman ·

2026/05/27

Joe Lonsdale is the Founder and Managing Partner at 8VC, an early-stage venture capital firm managing over $6 billion in capital. In 2003, he founded Palantir (NASDAQ:PLTR), a global software company known for its work supporting US and its allies’ defense and intelligence. Since then, he has founded over a dozen prominent companies, including Addepar, a wealth management platform helping investors manage over $7 trillion, and OpenGov, the leading cloud software provider for local governments which

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58:01

Uncapped #50 | Tobi Lütke from Shopify

Uncapped with Jack Altman ·

2026/05/20

Tobi Lütke is the co-founder of Shopify, where he has served as the company's CEO since 2008. Under his leadership, Shopify grew from an online snowboard shop in Ottawa, Canada in 2004 to the world's leading e-commerce platform, powering over 4 million merchants in more than 175 countries. The company went public in 2015 at a $1.27 billion valuation and has since grown to a market cap exceeding $100 billion. As a programmer Tobi has served on the core team of the Ruby on Rails framework and has

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37:00

Uncapped #49 | Kevin Hartz & Bennett Siegel from A*

Uncapped with Jack Altman ·

2026/05/12

Kevin Hartz and Bennett Siegel are co-founders and GPs at A*, a five year old early-stage venture capital firm with $1B in AUM. A* has invested in companies like Notion, Cape, Whop, Paraform, Simile, Krea, Mercor, Watney Robotics, Andera and others.Kevin is also the co-founder of Eventbrite (NYSE: EB) and co-founder and board member of Xoom, an online money transfer service that IPO’d in 2013 and later acquired by PayPal for $1.1B. Notable investments, primarily at the seed/early stages, include

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47:49

Uncapped #48 | Tarek Mansour from Kalshi

Uncapped with Jack Altman ·

2026/04/29

Tarek Mansour is the co-founder and CEO of Kalshi.Kalshi is a regulated prediction market exchange valued at $22B in 2026 where people trade on the outcomes of real-world events – things like inflation prints, Fed decisions, elections, or weather events. Instead of betting against a house, users trade against each other in a market, and prices reflect the collective probability of an outcome happening. Before starting Kalshi, Tarek worked as a quantitative trader at Goldman Sachs as a structured

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35:28

Uncapped #47 | Max Mullen from Instacart

Uncapped with Jack Altman ·

2026/04/16

Max Mullen is the co-founder of Instacart and an active investor having invested in 100+ companies including Gumloop, Mercury, Owner among others. He also runs a founder community in San Francisco called Workshop. We discussed the full arc of building Instacart from a contrarian idea that investors rejected to a $10B consumer marketplace. Max highlighted the scrappy early days, marketplace product-market fit, and key inflection points like retailer partnerships and the Amazon–Whole Foods moment

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49:33

Uncapped #46 | Brad Lightcap from OpenAI

Uncapped with Jack Altman ·

2026/04/01

Brad Lightcap serves as OpenAI's COO, overseeing its business, operations, and strategic partnerships across Research, Applied AI, and go-to-market. He also manages the OpenAI Startup Fund. Previously, Brad was part of Y Combinator Continuity and led finance and operations initiatives at Dropbox.We discussed the shift from chat-based AI to agents that can take action, and what that means for software and the broader economy. We also covered how these systems are being built and deployed, how tools

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41:00

Uncapped #45 | Ron Conway from SV Angel

Uncapped with Jack Altman ·

2026/03/25

Ron Conway is the Founder and a Managing Partner of SV Angel. He has been an active angel investor since the mid-90s and has received wide recognition for his role in the tech ecosystem. He has been included on Vanity Fair’s 100 most influential people in the Information Age, awarded Best Angel at the TechCrunch Crunchies Awards, and has been named on Forbes Magazine's Midas list of top “deal-makers” since 2011. Prior to founding SV Angel, Ron was with National Semiconductor Corporation in marketing

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49:58

Uncapped #44 | Max Junestrand from Legora

Uncapped with Jack Altman ·

2026/03/12

At 23, with no legal background, Max Junestrand co-founded Legora to transform how lawyers work. Legora recently (March 2026) raised $550 million at a $5.55 billion valuation in a Series D funding round to accelerate its expansion across the United States. Over the past year, Legora has grown from 40 to 400 team members across the globe and the platform supports tens of thousands of lawyers each day across 800 customers in more than 50 markets. Max shares the story of building Legora, what it

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59:06

Uncapped #43 | Garry Tan, Harj Taggar, and Jared...

Uncapped with Jack Altman ·

2026/03/03

In this episode, the team behind Y Combinator reflects on what has — and hasn’t — changed since the early days of YC, and how AI is reshaping what it means to be a founder. They discuss how they evaluate builders now, why execution still matters more than competition, and what YC is prioritizing as the startup landscape evolves. At its core, the mission remains the same: increase the number of great startups in the world. Garry Tan is president and CEO of Y Combinator and a group partner. He was a

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60:37

Uncapped #42 | Bret Taylor from Sierra

Uncapped with Jack Altman ·

2026/02/19

Bret Taylor is the founder and CEO of Sierra, an AI agent company transforming customer service. Bret’s legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI, co-creating both Google Maps and the Like button, and founding three companies. We unpacked the so-called “SaaS-pocalypse” and what AI agents mean for the future of enterprise software. We talked through the shift from systems of record to autonomous agents, outcome-based pricing, platform

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56:30

Uncapped #41 | The Benchmark Partnership

Uncapped with Jack Altman ·

2026/02/04

In this episode, the Benchmark partnership explains why they’ve resisted scale, eliminated residual economics, and built an equal partnership designed to endure. We talk about what that choice enables – for founders, for decision-making, and for practicing venture as a craft rather than a factory.Peter Fenton is the longest-serving full-time general partner at Benchmark. Over the last two decades, Peter led investments in Twitter, Yelp, Elastic, Docker, Zuora, and many others. More recent

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65:02

Uncapped #40 | Vinod Khosla and Keith Rabois from...

Uncapped with Jack Altman ·

2026/01/21

Vinod Khosla and Keith Rabois are Managing Directors at Khosla Ventures. Vinod is an entrepreneur, investor and technologist. In 2004, Vinod formed Khosla Ventures to focus on both for-profit and social impact investments that have included OpenAI, Stripe, DoorDash, Commonwealth Fusion Systems and many more. Vinod previously co-founded Daisy Systems, the first significant computer-aided design system for electrical engineers, which led to an IPO. He later went on to co-found Sun Microsystems in

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45:27

Uncapped #39 | Daniele Perito from depthfirst

Uncapped with Jack Altman ·

2026/01/14

Daniele Perito is Co-founder and Executive Chairman of depthfirst, an AI-native security platform that understands your code, business logic, and infrastructure to find real vulnerabilities, slash false positives, and give developers actionable fixes in their workflow.Daniele is also Co-founder and Board Member of Faire, where he previously served as Chief Data Officer and helped build the company’s data, risk, and analytics foundations from the early days to a multi-billion dollar valuation

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