# Uncapped: the investor podcast, by episode

> Uncapped: An investor talking to founders and investors about building companies and backing them. 58 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/uncapped (Millionrounds; every figure on the page links to its filing or article)

Investors · new episode 1 Oct 2026

# Uncapped

Hosted by **Jack Altman**

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

Follow on Apple PodcastsBrowse the episodes

**58** episodes

**28** investors heard as guests

**55 min** an average episode

29 in the last 12 months

## The regulars

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

[AG *1* **Adam Guild** Prodigy](https://millionrounds.com/person/adam-guild)[AP *1* **Alex Pall** MANTIS Venture Capital](https://millionrounds.com/person/alex-pall)[AL *1* **Alfred Lin** Sequoia Capital](https://millionrounds.com/person/alfred-lin)[AF *1* **Andrew Feldman** Cerebras Systems](https://millionrounds.com/person/andrew-feldman)[BS *1* **Bennett Siegel** Kevin Hartz](https://millionrounds.com/person/bennett-siegel)[BL *1* **Brad Lightcap** OpenAI](https://millionrounds.com/person/brad-lightcap)[BS *1* **Brian Singerman** Founders Fund](https://millionrounds.com/person/brian-singerman)[CC *1* **Christina Cacioppo** 1 episode](https://millionrounds.com/person/christina-cacioppo-2)[DP *1* **Daniele Perito** 1 episode](https://millionrounds.com/person/daniele-perito)[DG *1* **David George** Andreessen Horowitz](https://millionrounds.com/person/david-george)[GR *1* **Greg Rosen** BoxGroup](https://millionrounds.com/person/greg-rosen-boxgroup)[JK *1* **Josh Kopelman** First Round Capital](https://millionrounds.com/person/josh-kopelman-first-round-capital)

## Every episode 58 · page 1 of 2

- 58 **Uncapped #58 | David George from a16z** 1 Oct 2026 · 53 min [David George](https://millionrounds.com/person/david-george)[Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz)[Atlantic](https://millionrounds.com/fund/atlantic)[General Atlantic](https://millionrounds.com/fund/general-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… ▶Show page
- 57 **Uncapped #57 | Andrew Feldman from Cerebras** 15 Sept 2026 · 1h 3m [Andrew Feldman](https://millionrounds.com/person/andrew-feldman)[Eric Vishria](https://millionrounds.com/person/eric-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… ▶Show page
- 56 **Uncapped #56 | Brian Singerman from GPx** 1 Sept 2026 · 1h 3m [Brian Singerman](https://millionrounds.com/person/brian-singerman)[Founders Fund](https://millionrounds.com/fund/founders-fund)[Lee Linden](https://millionrounds.com/fund/lee-linden)[Peter Thiel](https://millionrounds.com/fund/peter-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… ▶Show page
- 55 **Uncapped #55 | Tony Xu from DoorDash** 28 Jul 2026 · 47 min [Tony Xu](https://millionrounds.com/fund/tony-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… ▶Show page
- 54 **Uncapped #54 | Sam Blond from Monaco** 14 Jul 2026 · 1h 10m [Sam Blond](https://millionrounds.com/person/sam-blond)[Founders Fund](https://millionrounds.com/fund/founders-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… ▶Show page
- 53 **Uncapped #53 | Trae and Delian from Founders Fund** 30 Jun 2026 · 1h 12m [Founders Fund](https://millionrounds.com/fund/founders-fund)[Keith Rabois](https://millionrounds.com/fund/keith-rabois)[Khosla Ventures](https://millionrounds.com/fund/khosla-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… ▶Show page
- 52 **Uncapped #52 | Mike Volpi from Hanabi Capital** 10 Jun 2026 · 56 min [Mike Volpi](https://millionrounds.com/person/mike-volpi)[Hanabi Capital](https://millionrounds.com/fund/hanabi-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… ▶Show page
- 51 **Uncapped #51 | Joe Lonsdale from 8VC** 27 May 2026 · 43 min [Joe Lonsdale](https://millionrounds.com/fund/joe-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… ▶Show page
- 50 **Uncapped #50 | Tobi Lütke from Shopify** 20 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… ▶Show page
- 49 **Uncapped #49 | Kevin Hartz & Bennett Siegel from A*** 12 May 2026 · 37 min [Bennett Siegel](https://millionrounds.com/person/bennett-siegel)[Kevin Hartz](https://millionrounds.com/fund/a-star-co)[Coatue](https://millionrounds.com/fund/coatue-management) 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… ▶Show page
- 48 **Uncapped #48 | Tarek Mansour from Kalshi** 29 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… ▶Show page
- 47 **Uncapped #47 | Max Mullen from Instacart** 16 Apr 2026 · 35 min [Max Mullen](https://millionrounds.com/fund/max-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… ▶Show page
- 46 **Uncapped #46 | Brad Lightcap from OpenAI** 1 Apr 2026 · 50 min [Brad Lightcap](https://millionrounds.com/person/brad-lightcap)[OpenAI Startup Fund](https://millionrounds.com/fund/openai-startup-fund)[Y Combinator](https://millionrounds.com/fund/y-combinator)[Y Combinator Continuity](https://millionrounds.com/fund/y-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… ▶Show page
- 45 **Uncapped #45 | Ron Conway from SV Angel** 25 Mar 2026 · 41 min [Ron Conway](https://millionrounds.com/fund/ron-conway)[SV Angel](https://millionrounds.com/fund/sv-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… ▶Show page
- 44 **Uncapped #44 | Max Junestrand from Legora** 12 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… ▶Show page
- 43 **Uncapped #43 | Garry Tan, Harj Taggar, and Jared Friedman from YC** 3 Mar 2026 · 59 min [Garry Tan](https://millionrounds.com/fund/garry-tan)[Harj Taggar](https://millionrounds.com/fund/harj-taggar)[Jared Friedman](https://millionrounds.com/fund/jared-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… ▶Show page
- 42 **Uncapped #42 | Bret Taylor from Sierra** 19 Feb 2026 · 1h 1m [Bret Taylor](https://millionrounds.com/fund/bret-taylor)[Google](https://millionrounds.com/fund/google-assistant-investments) 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… ▶Show page
- 41 **Uncapped #41 | The Benchmark Partnership** 4 Feb 2026 · 57 min [Chetan Puttagunta](https://millionrounds.com/person/chetan-puttagunta)[Eric Vishria](https://millionrounds.com/person/eric-vishria)[Peter Fenton](https://millionrounds.com/person/peter-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… ▶Show page
- 40 **Uncapped #40 | Vinod Khosla and Keith Rabois from Khosla Ventures** 21 Jan 2026 · 1h 5m [Keith Rabois](https://millionrounds.com/fund/keith-rabois)[Khosla Ventures](https://millionrounds.com/fund/khosla-ventures)[Vinod Khosla](https://millionrounds.com/fund/vinod-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… ▶Show page
- 39 **Uncapped #39 | Daniele Perito from depthfirst** 14 Jan 2026 · 45 min [Daniele Perito](https://millionrounds.com/person/daniele-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… ▶Show page
- 38 **Uncapped #38 | Ben Horowitz from a16z** 9 Jan 2026 · 58 min [Ben Horowitz](https://millionrounds.com/fund/ben-horowitz)[Andreessen Horowitz](https://millionrounds.com/fund/andreessen-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… ▶Show page
- 37 **Uncapped #37 | Saam Motamedi from Greylock Partners** 16 Dec 2025 · 1h 23m [Saam Motamedi](https://millionrounds.com/person/saam-motamedi)[Greylock](https://millionrounds.com/fund/greylock-partners) 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… ▶Show page
- 36 **Uncapped #36 | Pat Grady & Alfred Lin from Sequoia** 9 Dec 2025 · 1h 10m [Alfred Lin](https://millionrounds.com/person/alfred-lin)[Pat Grady](https://millionrounds.com/person/pat-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… ▶Show page
- 35 **Uncapped #35 | Trae Stephens from Founders Fund** 3 Dec 2025 · 52 min [Trae Stephens](https://millionrounds.com/person/trae-stephens)[Founders Fund](https://millionrounds.com/fund/founders-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… ▶Show page
- 34 **Uncapped #34 | Mel Williams from TrueBridge** 25 Nov 2025 · 41 min [Mel Williams](https://millionrounds.com/person/mel-williams)[Alt Capital](https://millionrounds.com/fund/alt-capital-5)[Founders Fund](https://millionrounds.com/fund/founders-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… ▶Show page
- 33 **Uncapped #33 | Vlad Tenev from Robinhood** 20 Nov 2025 · 50 min [Vlad Tenev](https://millionrounds.com/person/vlad-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… ▶Show page
- 32 **Uncapped #32 | Kyle Vogt from The Bot Company** 12 Nov 2025 · 46 min [Kyle Vogt](https://millionrounds.com/fund/kyle-vogt)[General Motors](https://millionrounds.com/fund/general-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… ▶Show page
- 31 **Uncapped #31 | Dylan Field from Figma** 5 Nov 2025 · 57 min [Dylan Field](https://millionrounds.com/fund/dylan-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… ▶Show page
- 30 **Uncapped #30 | Alex Pall from The Chainsmokers** 29 Oct 2025 · 1h 6m [Alex Pall](https://millionrounds.com/person/alex-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… ▶Show page
- 29 **Uncapped #29 | Thomas Laffont from Coatue** 22 Oct 2025 · 1h 3m [Thomas Laffont](https://millionrounds.com/person/thomas-laffont)[Coatue](https://millionrounds.com/fund/coatue-management) 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… ▶Show page

## Who the show talks about

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

[**Founders Fund** *7*](https://millionrounds.com/fund/founders-fund)[**Y Combinator** *6*](https://millionrounds.com/fund/y-combinator)[**Andreessen Horowitz** *4*](https://millionrounds.com/fund/andreessen-horowitz)[**Khosla Ventures** *4*](https://millionrounds.com/fund/khosla-ventures)[**Kleiner Perkins** *4*](https://millionrounds.com/fund/kleiner-perkins)[**Elad Gil** *3*](https://millionrounds.com/fund/elad-gil)[**Google** *3*](https://millionrounds.com/fund/google-assistant-investments)[K **Keith Rabois** *3*](https://millionrounds.com/fund/keith-rabois)[**BoxGroup** *2*](https://millionrounds.com/fund/boxgroup)[**Coatue** *2*](https://millionrounds.com/fund/coatue-management)[**David Tisch** *2*](https://millionrounds.com/fund/david-tisch)[**Elon Musk** *2*](https://millionrounds.com/fund/elon-musk)

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