Investors · new episode 1 Oct 2026

Uncapped

Hosted by Jack Altman

An investor talking to founders and investors about building companies and backing them.

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58episodes
28investors heard as guests
55 minan average episode
29 in the last 12 months

The regulars

Investors named as guests in the most episode titles on Uncapped.

Every episode 58 · page 1 of 2

  1. 58
    Uncapped #58 | David George from a16z1 Oct 2026 · 53 minDavid GeorgeAndreessen HorowitzAtlanticGeneral Atlantic
    About this episode

    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…

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  2. 57
    Uncapped #57 | Andrew Feldman from Cerebras15 Sept 2026 · 1h 3mAndrew FeldmanEric Vishria
    About this episode

    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…

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  3. 56
    Uncapped #56 | Brian Singerman from GPx1 Sept 2026 · 1h 3mBrian SingermanFounders FundLee LindenPeter Thiel
    About this episode

    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…

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  4. 55
    Uncapped #55 | Tony Xu from DoorDash28 Jul 2026 · 47 minTony Xu
    About this episode

    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…

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  5. 54
    Uncapped #54 | Sam Blond from Monaco14 Jul 2026 · 1h 10mSam BlondFounders Fund
    About this episode

    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…

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  6. 53
    Uncapped #53 | Trae and Delian from Founders Fund30 Jun 2026 · 1h 12mFounders FundKeith RaboisKhosla Ventures
    About this episode

    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…

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  7. 52
    Uncapped #52 | Mike Volpi from Hanabi Capital10 Jun 2026 · 56 minMike VolpiHanabi Capital
    About this episode

    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…

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  8. 51
    Uncapped #51 | Joe Lonsdale from 8VC27 May 2026 · 43 minJoe Lonsdale
    About this episode

    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…

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  9. 50
    Uncapped #50 | Tobi Lütke from Shopify20 May 2026 · 58 min
    About this episode

    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…

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  10. 49
    Uncapped #49 | Kevin Hartz & Bennett Siegel from A*12 May 2026 · 37 minBennett SiegelKevin HartzCoatue
    About this episode

    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…

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  11. 48
    Uncapped #48 | Tarek Mansour from Kalshi29 Apr 2026 · 48 min
    About this episode

    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…

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  12. 47
    Uncapped #47 | Max Mullen from Instacart16 Apr 2026 · 35 minMax Mullen
    About this episode

    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…

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  13. 46
    Uncapped #46 | Brad Lightcap from OpenAI1 Apr 2026 · 50 minBrad LightcapOpenAI Startup FundY CombinatorY Combinator Continuity
    About this episode

    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…

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  14. 45
    Uncapped #45 | Ron Conway from SV Angel25 Mar 2026 · 41 minRon ConwaySV Angel
    About this episode

    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…

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  15. 44
    Uncapped #44 | Max Junestrand from Legora12 Mar 2026 · 50 min
    About this episode

    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…

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  16. 43
    Uncapped #43 | Garry Tan, Harj Taggar, and Jared Friedman from YC3 Mar 2026 · 59 minGarry TanHarj TaggarJared Friedman
    About this episode

    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…

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  17. 42
    Uncapped #42 | Bret Taylor from Sierra19 Feb 2026 · 1h 1mBret TaylorGoogle
    About this episode

    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…

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  18. 41
    Uncapped #41 | The Benchmark Partnership4 Feb 2026 · 57 minChetan PuttaguntaEric VishriaPeter Fenton
    About this episode

    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…

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  19. 40
    Uncapped #40 | Vinod Khosla and Keith Rabois from Khosla Ventures21 Jan 2026 · 1h 5mKeith RaboisKhosla VenturesVinod Khosla
    About this episode

    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…

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  20. 39
    Uncapped #39 | Daniele Perito from depthfirst14 Jan 2026 · 45 minDaniele Perito
    About this episode

    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…

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  21. 38
    Uncapped #38 | Ben Horowitz from a16z9 Jan 2026 · 58 minBen HorowitzAndreessen Horowitz
    About this episode

    Ben Horowitz is a cofounder and general partner at the venture capital firm Andreessen Horowitz, a venture capital firm that manages $60 billion in assets under management. He is also the author of the New York Times bestsellers, The Hard Thing About Hard Things and What You Do Is Who You Are. Prior to a16z, Ben was…

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  22. 37
    Uncapped #37 | Saam Motamedi from Greylock Partners16 Dec 2025 · 1h 23mSaam MotamediGreylock
    About this episode

    Saam Motamedi is a General Partner at Greylock Partners working with enterprise software entrepreneurs at the seed and early stages who are focused on new opportunities in intelligent applications, cybersecurity, AI, and data infrastructure. In 2019 at just 26 years old, Saam became the Greylock’s youngest General…

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  23. 36
    Uncapped #36 | Pat Grady & Alfred Lin from Sequoia9 Dec 2025 · 1h 10mAlfred LinPat Grady
    About this episode

    Pat Grady and Alfred Lin are partners at Sequoia and were recently named as the storied firm’s new co-stewards. Alfred joined the firm in 2010, where he has led major investments into category-defining companies like Airbnb, DoorDash, and Kalshi. Pat has been a partner at the firm for nearly 19 years and has led…

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  24. 35
    Uncapped #35 | Trae Stephens from Founders Fund3 Dec 2025 · 52 minTrae StephensFounders Fund
    About this episode

    Trae Stephens is a Partner at Founders Fund. He is also Co-founder and Executive Chairman of Anduril, a defense tech company focused on autonomous systems, and Co-founder of Sol, a next generation wearable e-reader. Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth…

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  25. 34
    Uncapped #34 | Mel Williams from TrueBridge25 Nov 2025 · 41 minMel WilliamsAlt CapitalFounders Fund
    About this episode

    Mel Williams is a co-founder and Partner at TrueBridge Capital Partners, a fund of funds with $8 billion in AUM focused on venture capital. Since 2007, Mel’s team has backed firms like Thrive, Founders Fund, Sequoia, and Alt Capital, and powers the data behind the Forbes Midas List. Before TrueBridge, Mel co-founded…

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  26. 33
    Uncapped #33 | Vlad Tenev from Robinhood20 Nov 2025 · 50 minVlad Tenev
    About this episode

    Vlad Tenev is the co-founder and CEO of Robinhood (NASDAQ: HOOD), which transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. As of Q3 2025, the company is doing $1.27 billion in revenue with 11 business lines each doing roughly…

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  27. 32
    Uncapped #32 | Kyle Vogt from The Bot Company12 Nov 2025 · 46 minKyle VogtGeneral Motors
    About this episode

    Kyle Vogt is a serial entrepreneur and engineer often recognized as the co-founder and former CEO of Cruise, the autonomous vehicle company acquired by General Motors for $1 billion. Before Cruise, he co-founded Twitch, which transformed how people watch and share gaming online. Kyle is now building a new company at…

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  28. 31
    Uncapped #31 | Dylan Field from Figma5 Nov 2025 · 57 minDylan Field
    About this episode

    Dylan Field is the co-founder and CEO of Figma, a design software company that went public in July 2025. Founded in 2012, Figma transformed how people design, prototype, and build products together. After a $20 billion acquisition attempt by Adobe collapsed in 2022 because of regulators, Dylan helped Figma rebound…

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  29. 30
    Uncapped #30 | Alex Pall from The Chainsmokers29 Oct 2025 · 1h 6mAlex Pall
    About this episode

    Alex Pall is half of the Grammy Award-winning duo The Chainsmokers. Beyond music, Alex is entrepreneur and co-founder of Mantis VC, a venture firm that invests opportunistically in early stage tech-enabled startups. Some of their investments include Alchemy, Chainguard, Kalshi, Roblox, and Rogo. We had a wide ranging…

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  30. 29
    Uncapped #29 | Thomas Laffont from Coatue22 Oct 2025 · 1h 3mThomas LaffontCoatue
    About this episode

    Thomas Laffont is the co-founder of Coatue, one of the world’s largest technology investment platforms active in both the public and private markets. Thomas leads the firm’s private investment platforms across early-stage and growth, and oversees their software investments across private and public markets. Coatue has…

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Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

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