Uncapped with Jack Altman

Alt Capital
Uncapped with Jack Altman

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

  1. قبل يوم واحد

    Uncapped #17 | Christina Cacioppo from Vanta

    Christina Cacioppo is cofounder and CEO of Vanta, which is on a mission to secure the internet and protect consumer data. The trust management platform was valued at $2.5 billion in 2024 after a Series C investment led by Sequoia. Vanta went from $10M in annual recurring revenue in 2021 to $100M in 2024, while also giving us one of the best tech billboards of all time, “Compliance that doesn’t SOC 2 much.” Before founding Vanta in 2018, Christina was an investor at Union Square Ventures and helped bring Dropbox Paper to market as a product manager. We covered: Operating in a competitive market Fundraising frameworks Recruiting as you scale What should be AI-ified internally The inner game of being a founder --- Timestamps: (0:00) Intro (0:25) Staying under the radar (3:29) No referees in capitalism (5:20) Shipping velocity (6:43) Mindset on competition (8:09) Structuring a GTM approach (10:25) Fundraising strategies (16:36) VCs being “helpful” (21:57) Recruiting as you scale (28:33) Adapting to the AI era (32:09) What should be AI-ified (38:18) Mental game of being a founder --- More on Vanta and Christina: https://www.vanta.com/ https://x.com/christinacaci More on Alt Capital and Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com

    ٤٣ من الدقائق
  2. Uncapped #16 | Mamoon Hamid from Kleiner Perkins

    ٩ يوليو

    Uncapped #16 | Mamoon Hamid from Kleiner Perkins

    Mamoon Hamid is a Partner at Kleiner Perkins. He has been an early investor in and served on the boards of some of the most innovative software companies of recent times including Slack, Figma, Rippling, Glean and Box. Prior to joining Kleiner Perkins, Mamoon was a Co-founder and General Partner at Social Capital. He started his venture career in 2005 at U.S. Venture Partners (USVP) where he eventually became Partner. Mamoon came to Silicon Valley in 1997 to join Xilinx, a Kleiner Perkins company, where he spent six years, initially as an engineer and later in product and marketing roles. We covered: Comparing innovation cycles AI’s $60 trillion opportunity The future of robotics Reigniting a storied firm Investing in Box, Slack, and Figma --- Timestamps: (0:00) Intro (0:29) The dot-com bubble (7:12) Web 2.0 and cloud (16:03) Early days of mobile (17:51) AI’s $60 trillion opportunity (21:48) Where to invest in AI (28:39) The future of robotics (32:35) Reigniting a storied firm (41:36) Growing vs recruiting talent (46:42) Win rate aspirations (49:16) Investing in Box, Slack, and Figma (54:36) Assessing founders (57:14) Kleiner Perkins’ strategy (1:00:52) Family and faith --- More on Kleiner Perkins and Mamoon: https://www.kleinerperkins.com/ https://x.com/mamoonha More on Alt Capital and Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com

    ١ س ٣ د
  3. Uncapped #15 | Vinod Khosla from Khosla Ventures

    ١ يوليو

    Uncapped #15 | Vinod Khosla from Khosla Ventures

    Vinod Khosla 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. After graduating college, Vinod co-founded Daisy Systems, the first significant computer-aided design system for electrical engineers, which led to an IPO. He later went on to co-found Sun Microsystems in 1982, serving as its first chairman and CEO. After joining Kleiner Perkins Caulfield and Byers (KPCB), Vinod intubated the idea for Juniper Networks to take on Cisco System’s dominance of the router market, a company that would give KPCB a 2,500x return on its early investment. Vinod is driven by the belief that technology is a positive force multiplier to accelerate societal reinvention in food, health, climate, energy transportation, education, housing finance, media, retail and entertainment for billions around the globe. His greatest passion lies in being a mentor to entrepreneurs who are building companies to tackle society’s largest challenges. We covered: Uncanny ability to predict the future AI generating a new era of abundance Future of energy, transportation and medicine Increasing the consequence of success Khosla’s approach to venture Instigating change --- Timestamps: (0:00) Intro (0:26) Craziness of the current cycle (5:54) Predictions of the future (9:35) Role of humans with AI (16:20) Potential AI dystopia (23:18) Investing in OpenAI (33:21) Robotics being next (39:53) Incumbents not innovating (42:29) Mindset around risk (44:14) Bull case for energy (50:22) New transportation (54:18) Future of medicine (1:03:00) A different type of enjoyment (1:05:40) Approaches to venture (1:12:13) Khosla’s operating principles (1:16:17) Staying energized --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

    ١ س ٢٠ د
  4. Uncapped #14 | Dan Feder from the University of Michigan

    ٢٤ يونيو

    Uncapped #14 | Dan Feder from the University of Michigan

    It was a pleasure to sit down with Dan Feder, Senior Managing Director with the University of Michigan Investment Office who leads the endowment’s investments in venture capital and private equity. Prior to joining the University of Michigan, Dan was the Managing Director of Private Markets at the Washington University Investment Management Company. Dan’s career in endowment management began at the Princeton University Investment Company where he led the development of Princeton’s global private equity and venture capital portfolio. Dan has also served as the Managing Director of Private Markets for the Sequoia Capital Heritage Fund (an endowment-style investment fund sponsored by Sequoia Capital) and as a Senior Investment Manager in the endowment services area at TIAA-CREF. We covered: Endowment portfolio construction Incentive structures in LP land Backing conflicting strategies UMich’s framework to investing Picking individuals vs firms --- Timestamps: (0:00) Intro (0:40) Becoming an endowment manager (2:59) Constructing an endowment’s portfolio (9:10) Risk-based investing vs uncertainty (13:07) Incentive structures in LP land (16:28) Team construction (22:26) Backing strategies that are at odds (26:06) Why LPs invest in venture (27:38) UMich framework to investing (32:29) Picking individuals vs firms (36:40) Big vs small funds (40:48) How to pick fund managers (45:41) Herd mentality in LP land --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

    ٤٨ من الدقائق
  5. Uncapped #13 | Sam Altman from OpenAI

    ١٧ يونيو

    Uncapped #13 | Sam Altman from OpenAI

    This was a fun one! Sam is my brother and the CEO of a small company in SF called OpenAI. I’m glad he was able to take time out of his busy schedule to give me a hard time and share his thoughts on the future of AI. We covered: AI discovering new science The risk of superintelligence What’s after reasoning Humans needing humans The latest with OpenAI Meta / Scale AI news Plenty of brotherly banter --- Timestamps: (0:00) Intro (0:48) AI discovering new science (5:40) Humanoids are the future (8:27) A world with superintelligence (11:20) Medium-term predictions (15:37) Potential OpenAI apparatus (19:01) Supply chain implications (21:51) Meta / Scale AI news (29:04) Personal reflections --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

    ٣٧ من الدقائق
  6. Uncapped #12 | Marc Andreessen from a16z

    ١١ يونيو

    Uncapped #12 | Marc Andreessen from a16z

    Marc Andreessen is a cofounder and general partner at the venture capital firm Andreessen Horowitz, a venture capital firm that manages $45 billion in assets under management. He is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the highly influential Mosaic internet browser and co-founded Netscape, which later sold to AOL for $4.2 billion. He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. He later served on the board of Hewlett-Packard from 2008 to 2018. Marc serves on the board of the following Andreessen Horowitz portfolio companies: Applied Intuition, Carta, Coinbase, Dialpad, Flow, Golden, Honor, OpenGov, Samsara, Simple Things, and TipTop Labs. He is also on the board of Meta. We covered: Evolution of the venture playbook Small vs large funds Current AI landscape Politics and Silicon Valley Tech and the media A few highlights: Optimizing for the maximum amount of power Conflicts being the reason a16z isn’t even larger The middle is dead; you’re either Gucci or Walmart Only 8 companies in the S&P 500 are innovating We’ve lived in an era of intense preference falsification AI and machines making the ultimate decision --- Timestamps: (0:00) Intro (0:27) Evolution of the venture playbook (15:54) Small vs large funds (29:10) Becoming a top tier firm (35:33) Limiting factors to building big companies (40:11) Investing in AI (50:02) Developing investors (59:06) AI going wrong (1:09:20) Politics and Silicon Valley (1:11:39) Tech and the media (1:23:22) Preference falsification (1:31:10) Career advice  (1:34:07) Huberman “beef” (1:38:21) Question from X --- More on Marc: https://x.com/pmarca https://pmarca.substack.com/ https://a16z.simplecast.com/ More on Uncapped https://linktr.ee/uncappedpod https://x.com/jaltma --- Email: friends@uncappedpod.com

    ١ س ٤٠ د
  7. Uncapped #11 | Jordan Bramble from Antares

    ٢٩ مايو

    Uncapped #11 | Jordan Bramble from Antares

    Jordan Bramble is the CEO of Antares, a nuclear energy company that has raised over $50M to become America’s industrial base partner for special-purpose microreactors. Antares focuses on high-value use cases in power-constrained environments that wouldn’t be possible without nuclear power. They are developing resilient fission-based power systems for critical assets for the Department of Defense on earth and in space. Unlike grid-scale reactors, these use cases primarily favor kilowatt-scale systems. This focus on non-commodity energy applications with smaller scale reactors will enable Antares to develop its first deployments on faster timelines with less research and development and capitalization risk. Antares also partners with commercial companies in extractive industries, edge computing, and space power, in turn bringing the benefits of commercial scale back to the DOD. We covered: History of nuclear Demand for nuclear Small modular reactors Government collaboration Building in hard tech Scaling nuclear reactors A few highlights: First nuclear reactor built under UChicago’s football field A nuclear powered airplane that could fly indefinitely Net zero not being possible without nuclear Powering the AI demand for data centers The Golden Dome and lasers in space Working back from the mission effect Interdisciplinary problems attracting talent --- Timestamps: (0:00) Intro (0:22) History of nuclear (6:50) Radical decline in development  (10:51) Current appetite for funding (20:53) Small modular reactors (30:11) Selling to defense (34:30) LA becoming a hard tech hub (37:13) Fostering a culture in hard tech (43:42) How to scale nuclear reactors --- More on Antares: https://antaresindustries.com/ https://x.com/jordanbramble More on Uncapped: https://linktr.ee/uncappedpod https://x.com/jaltma --- Email: friends@uncappedpod.com

    ٤٦ من الدقائق
  8. Uncapped #10 | David Tisch from BoxGroup

    ٢٢ مايو

    Uncapped #10 | David Tisch from BoxGroup

    This week I enjoyed riffing with David Tisch, Managing Partner of BoxGroup. BoxGroup is an NYC-based seed stage venture capital firm that has invested in over 500 seed-stage startups over the last 15 years, including Plaid, Ro, Ramp, Clay, Scopely, Warp, Cursor, PillPack, Amplitude, Flatiron Health, Stripe, Warby Parker, Harry’s, Oscar, Flexport, Classpass, Vine, GroupMe, Airtable and more. David is the Chairman of GoodDog, a marketplace to find pets online. He is the co-founder of TechStars NYC and serves on the board of Friends of Hudson River Park. We covered: Scaling something deemed unscalable Art of being collaborative Taste not being teachable VC help being overrated Building a NYC brand --- Timestamps: (0:00) Intro (0:27) Scaling a collaborative fund (8:23) Stack ranking portfolios (11:29) Investing at seed (17:29) Hiring for taste (22:30) The art of being collaborative (29:03) VC help is overrated (41:38) Why VCs pass on companies (48:11) Building a brand in NYC (55:02) North Stars in early-stage investing --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

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

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