Uncapped with Jack Altman

Uncapped with Jack Altman

34 videos · Last synced May 04, 2026 11:20

Conversations with people I admire about things I’m genuinely interested in.

Channel persona

Jack Altman (Uncapped) · confidence 0.88 · built from 329 chunks across 34 videos · Sep 16, 2026

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Tone
Intellectually curious, direct, respectfully challenging
Rhythm
Mix of concise clarifying questions and longer exploratory exchanges; comfortable with silence and follow-up depth
Vocab tells
interesting, walk me through, how do you think about, what's the framework, practically speaking, contrarian, first principles
Frameworks
Stage-specific operating models (seed/sapling/tree, inception/growth/scale); Market risk vs execution risk filters; Concentration vs diversification in portfolio construction; AI value accrual layers (infrastructure/models/applications/data); Founder-market fit and edge identification; Truth-seeking decision systems (anonymous voting, bias registers, pre-mortems)
Topics
AI company strategy and unit economics, Venture capital decision-making and fund design, Founder psychology and team dynamics, Go-to-market execution and demand generation, Defense tech and hard tech investing, Board dynamics and investor value-add, Product development and quality bars

Videos Listed

34

Channel URL

https://www.youtube.com/channel/UC6wghONDqjhSw5KsXrnSTuA

Videos (34)

Title Duration Status Date
Andrew Feldman on Building Cerebras and the Future of Chips | Ep. 57 1:02:45 completed Sep 15, 2026
Brian Singerman on Founders Fund, GPx, and Looking for Greatness | Ep. 56 1:02:38 completed Sep 01, 2026
Tony Xu on AI Consumption, Atoms vs. Bits, and the 1% Better Mentality | Ep. 55 47:28 completed Jul 28, 2026
Sam Blond on the Future of Sales in an AI-Native World | Ep. 54 1:09:44 completed Jul 14, 2026
Founders Fund on Truth-Seeking, Taiwan, and Whether You Can Still Beat the S&P | Ep. 53 1:11:56 completed Jun 30, 2026
Mike Volpi on Why AI Breaks Traditional Venture Capital | Ep. 52 56:21 completed Jun 10, 2026
Joe Lonsdale on AI, Defense, and American Optimism | Ep. 51 43:09 completed May 27, 2026
Tobi Lütke – Building Shopify and the Future of AI | Ep. 50 58:02 completed May 20, 2026
How AI Is Rewriting Seed Stage Investing with Kevin Hartz & Bennett Siegel | Ep. 49 36:59 completed May 12, 2026
Kalshi CEO Tarek Mansour on The Case for Prediction Markets | Ep. 48 47:49 completed Apr 29, 2026
Instacart Co-founder Max Mullen on Building a $10B Consumer Marketplace | Ep. 47 35:28 completed Apr 16, 2026
OpenAI COO Brad Lightcap on the Future of AI | Ep. 46 49:34 completed Apr 01, 2026
SV Angel’s Ron Conway: Silicon Valley’s Relationship Broker | Ep. 45 41:00 completed Mar 25, 2026
Building an AI-Native Software Company With Legora CEO Max Junestrand | Ep. 44 49:59 completed Mar 12, 2026
Y Combinator in the Age of AI | Ep. 43 59:06 completed Mar 03, 2026
Bret Taylor on AI and the Future of Software | Ep. 42 1:00:37 completed Feb 19, 2026
The Benchmark Partnership: Peter Fenton, Eric Vishria, Chetan Puttagunta, Ev Randle | Ep. 41 56:30 completed Feb 04, 2026
Vinod Khosla and Keith Rabois on Building and Investing in Enduring Companies | Ep. 40 1:05:02 completed Jan 21, 2026
The Future of AI Software Security | Ep. 39 45:28 completed Jan 14, 2026
Ben Horowitz on How a16z Built a Venture Machine | Ep. 38 57:33 completed Jan 09, 2026
Uncapped 2025 Highlight Reel 5:14 completed Jan 06, 2026
Horizontal vs Vertical Software 2:46 completed Dec 22, 2025
Greylock’s Saam Motamedi on How Venture Firms Endure | Ep. 37 1:22:32 completed Dec 16, 2025
Pat Grady & Alfred Lin on the Tactics of Great Venture Investing | Ep. 36 1:09:39 completed Dec 09, 2025
Anduril & Founders Fund’s Trae Stephens on Choosing Good Quests in the Age of AI | Ep. 35 52:25 completed Dec 03, 2025
Inside the Mind of the Investor Who Backed Josh Kushner, Peter Thiel, and Marc Andreessen | Ep. 34 40:33 completed Nov 25, 2025
Robinhood’s Vlad Tenev on AI, Prediction Markets, and the Future of Trading | Ep. 33 50:12 completed Nov 20, 2025
The Breakthrough For Home Robots with Kyle Vogt, CEO of the Bot Company | Ep. 32 46:26 completed Nov 12, 2025
Figma's Dylan Field on the Future of Design | Ep. 31 56:40 completed Nov 05, 2025
The Chainsmokers: Stories Behind the Songs, AI’s Impact on Music, and Venture Investing | Ep. 30 1:05:53 completed Oct 29, 2025
Former CAA Talent Agent Turned Investor with $70B in AUM on AI and Venture Strategy | Ep. 29 1:02:44 completed Oct 22, 2025
Sequoia’s Roelof Botha on Decision Making, AI, and the Next Trillion Dollar Market | Ep. 28 1:03:01 completed Oct 15, 2025
Concentrating in Winners | Vince Hankes, Partner at Thrive Capital | Ep. 27 57:34 completed Oct 08, 2025
Pixar’s Golden Age, Twitter through IPO, and Building YC’s Growth Fund | Ali Rowghani | Ep. 26 41:11 completed Oct 01, 2025