Podcast · 57 episodes
Uncapped with Jack Altman
by Alt Capital · English
Conversations with people I admire about things I’m genuinely interested in.
Latest episodes
Uncapped #57 | Andrew Feldman from CerebrasCerebras’ origin and strategy for building wafer-scale AI chips, surviving technical “valleys of death,” and tackling AI compute bottlenecks across chips, packaging/cooling, supply chain (TSMC/ASML),…15 Sep 2026 · 1 h 3 min
Uncapped #56 | Brian Singerman from GPxHow venture capitalists should identify “spiky” strengths and build teams/strategies that tilt the VC game toward winners, using radical self-awareness instead of generic checklists.1 Sep 2026 · 1 h 3 min
Uncapped #55 | Tony Xu from DoorDashHow DoorDash applies AI/LLMs to “war for atoms” logistics, turning token spend into measurable customer outcomes, and how to structure engineering workflows, metrics, and company culture around…28 Jul 2026 · 47 min
All episodes
Uncapped #57 | Andrew Feldman from CerebrasCerebras’ origin and strategy for building wafer-scale AI chips, surviving technical “valleys of death,” and tackling AI compute bottlenecks across chips, packaging/cooling, supply chain (TSMC/ASML),…15 Sep 2026 · 1 h 3 min · 27 chapters
Uncapped #56 | Brian Singerman from GPxHow venture capitalists should identify “spiky” strengths and build teams/strategies that tilt the VC game toward winners, using radical self-awareness instead of generic checklists.1 Sep 2026 · 1 h 3 min · 26 chapters
Uncapped #55 | Tony Xu from DoorDashHow DoorDash applies AI/LLMs to “war for atoms” logistics, turning token spend into measurable customer outcomes, and how to structure engineering workflows, metrics, and company culture around…28 Jul 2026 · 47 min · 23 chapters
Uncapped #54 | Sam Blond from MonacoSam Blond (Monaco) discusses building go-to-market “machines” across EchoSign/Adobe Sign, Zenefits, Brex, and Monaco—arguing that the highest ROI is direct customer time, growth comes more from…14 Jul 2026 · 1 h 10 min · 27 chapters
Uncapped #53 | Trae and Delian from Founders FundHow Founders Fund’s culture and incentives drive “truth-seeking” in venture investing, and how that differs from Benchmark; plus debates about board governance, investing vs operating, and macro vs…30 Jun 2026 · 1 h 12 min · 30 chapters
Uncapped #52 | Mike Volpi from Hanabi CapitalBuilding a new venture capital firm for the AI era, and how AI’s economics (compute, capital, data) will shape winners across labs, open source, robotics, and application businesses.10 Jun 2026 · 56 min · 28 chapters
Uncapped #51 | Joe Lonsdale from 8VCJoe Lonsdale (8VC) argues that AI is compressing decades of progress into the next few years, and that investors should back “agentic” founders and productivity-focused AI—while also addressing…27 May 2026 · 43 min · 23 chapters
Uncapped #50 | Tobi Lütke from ShopifyToby Lütke (Shopify CEO/founder) discusses how founders keep companies original and energized, what makes great products “joyful,” and how AI coding is reshaping Shopify’s culture, team structure,…20 May 2026 · 58 min · 22 chapters
Uncapped #49 | Kevin Hartz & Bennett Siegel from A*A*’s seed investing thesis in the AI era—why “systems of intelligence/action” are the new application-layer opportunity, how seed fund economics and incentives are shifting (bigger funds charging…12 May 2026 · 37 min · 16 chapters
Uncapped #48 | Tarek Mansour from KalshiTarek Mansour, CEO of Kalshi, explains how prediction markets should be regulated and why Kalshi’s election and other event markets are financial markets rather than gambling.29 Apr 2026 · 48 min · 25 chapters
Uncapped #47 | Max Mullen from InstacartMax Mullen (Instacart) explains how Instacart built a grocery delivery marketplace from scratch, what made it work (smartphones + store-based “warehouse” model + retailer catalogs), how they grew…16 Apr 2026 · 35 min · 17 chapters
Uncapped #46 | Brad Lightcap from OpenAIBrad Lightcap (OpenAI CFO) recounts OpenAI’s evolution from 2018 research to post-ChatGPT productization, then argues the next era is “agents” that use tools asynchronously.1 Apr 2026 · 50 min · 25 chapters
Uncapped #45 | Ron Conway from SV AngelRon Conway (SV Angel) discusses how angel investing works when it’s “all in,” emphasizing founder advocacy, active help at inflection points, and relationship-building across decades of tech cycles…25 Mar 2026 · 41 min · 18 chapters
Uncapped #44 | Max Junestrand from LegoraMax Junestrand, Co-founder of Legora12 Mar 2026 · 50 min · 23 chapters
Uncapped #43 | Garry Tan, Harj Taggar, and Jared Friedman from YCIn this episode, the hosts of Y Combinator (YC) share their insights on the evolution of YC, the impact of AI on startup founders, and the changing landscape of entrepreneurship.3 Mar 2026 · 59 min · 33 chapters
Uncapped #42 | Bret Taylor from SierraBret Taylor, Founder and CEO of Sierra19 Feb 2026 · 1 h 1 min · 38 chapters
Uncapped #41 | The Benchmark PartnershipThe Benchmark partnership discusses their resistance to scale, elimination of residual economics, and the establishment of an equal partnership.4 Feb 2026 · 57 min · 23 chapters
Uncapped #40 | Vinod Khosla and Keith Rabois from Khosla VenturesThis episode features in-depth conversations with Vinod Khosla, founder of Khosla Ventures, and Keith Rabois, CEO of OpenStore and managing director at Khosla Ventures, about their experiences,…21 Jan 2026 · 1 h 5 min · 29 chapters
Uncapped #39 | Daniele Perito from depthfirstIn episode #39 of Uncapped, host Jack Altman engages in a deep conversation with Daniele Perito, co-founder and Executive Chairman of depthfirst, an AI-native security platform.14 Jan 2026 · 45 min · 20 chapters
Uncapped #38 | Ben Horowitz from a16zUncapped #38 | Ben Horowitz from a16z9 Jan 2026 · 58 min · 26 chapters
Uncapped #37 | Saam Motamedi from Greylock PartnersSaam Motamedi, General Partner at Greylock Partners16 Dec 2025 · 1 h 23 min
Uncapped #36 | Pat Grady & Alfred Lin from SequoiaConversations with influential figures in areas of personal interest.9 Dec 2025 · 1 h 10 min
Uncapped #35 | Trae Stephens from Founders FundTrae Stephens, Partner at Founders Fund and Co-founder of Anduril3 Dec 2025 · 52 min
Uncapped #34 | Mel Williams from TrueBridgeMel Williams, Co-founder and Partner at TrueBridge Capital Partners25 Nov 2025 · 41 min