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Uncapped with Jack Altman

Podcasts · Technology

Uncapped with Jack Altman

45 episodes · 5 with AI analysis

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

AI Intelligence · across all analyzed episodes

Topics · top 10

Seed-stage venture capital strategy and fund managementFounder talent mapping and identificationAI application layer vs. foundation model competitionVenture capital fee structures and LP alignmentYoung founder demographics and advantages in AI eraMulti-stage fund competition in seed roundsSeries A, B, C valuation trends and dilution patternsReserve-heavy investment models and follow-on concentrationHardware and robotics investment thesisAI-enabled roll-up and acquisition strategies

Analyzed Episodes

May 12, 2026

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

Seed-stage venture capital strategy and fund managementFounder talent mapping and identificationAI application layer vs. foundation model competition
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Dec 3, 2025

Uncapped #35 | Trae Stephens from Founders Fund

AI Opportunity Cost and Talent AllocationDefense Technology Procurement and Government RelationsManufacturing and Production Scaling
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Dec 9, 2025

Uncapped #36 | Pat Grady & Alfred Lin from Sequoia

Investment Decision-Making and Conviction vs. ConsensusFounder-Market Fit as Primary Investment ThesisManaging Outlier Talent and Team Dynamics
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Dec 16, 2025

Uncapped #37 | Saam Motamedi from Greylock Partners

Venture firm organizational structure and partner count optimizationService-oriented investing philosophy and founder support modelsEarly-stage market selection and zero-market-risk thesis
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Jan 9, 2026

Uncapped #38 | Ben Horowitz from a16z

Venture Capital Scaling and Firm StructureFounder-Investor Relationships and Board GovernanceVenture Capital Deal Selection vs Deal Winning
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