『Uncapped with Jack Altman』のカバーアート

Uncapped with Jack Altman

Uncapped with Jack Altman

著者： Alt Capital
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 Conversations with people I admire about things I’m genuinely interested in© Copyright 2025 Alt Capital. All Rights Reserved. 個人ファイナンス 経済学
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  • Uncapped #37 | Saam Motamedi from Greylock Partners

    Uncapped #37 | Saam Motamedi from Greylock Partners
    2025/12/16
    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 Partner in its 54-year history – a remarkable achievement at an institution that had backed Airbnb, AppDynamics, Coinbase, Discord, Figma, Instagram, LinkedIn, among others. Saam’s portfolio spans 14+ companies with collective valuations exceeding $10 billion. Abnormal Security, which Greylock incubated in its offices in 2018 with Saam as founding investor, grew into a multi-billion-dollar email security powerhouse. Cresta, where he led the Series A in 2019, became the leading generative AI platform for contact centers. Snorkel AI, Braintrust, Orb, and a portfolio of other infrastructure companies position Saam at the center of AI's business model transformation. We covered: Durable components to great firms Inside look at how Greylock operates Cracking the code on incubations Alpha in today’s venture strategies --- Timestamps: (0:00) Intro (1:32) Greylock turning 60 this year (4:11) What’s persisted since 1965 (8:59) An apprenticeship model (11:34) Durable components to firms (16:29) Greylock’s brand and ethos (19:33) Incentive misalignments (24:44) Breadth vs depth in venture (29:28) Inputs based management (34:00) Why incubations are so hard (43:22) Where there’s alpha in venture (52:38) Greylock’s approach to portfolio services (59:18) Assessing wild revenue ramps (1:08:10) Horizontal vs vertical SaaS (1:11:34) Great friends in venture (1:16:26) Health and sustainable routines --- More on Saam: https://greylock.com/ https://x.com/saammotamedi More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com
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    1 時間 23 分
  • Uncapped #36 | Pat Grady & Alfred Lin from Sequoia

    Uncapped #36 | Pat Grady & Alfred Lin from Sequoia
    2025/12/09
    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 Sequoia’s growth-stage investing since 2015, backing companies like Snowflake, OpenAI, and Harvey. In this episode, we unpack how Sequoia actually works: their partnership model, how they pick outliers, and what stewardship means inside one of the most respected firms in venture capital. Some highlights: Consensus doesn’t matter, conviction does Freedom within frameworks: see, pick, win, help, harvest Mid-funnel decisions are the most important The two fears that lead to bad decisions To do this business well, you need courage --- Timestamps: (0:00) Intro (1:01) Initial mindset as stewards (4:30) The business of outliers (6:27) Managing the inputs in venture (12:11) Sourcing coverage goals (17:57) Seeing the right companies (22:36) Proprietary map of talent (24:39) The impact of great engineers (29:06) Picking winners with conviction (36:26) Coaching asymmetry into picking (43:16) Mentoring younger investors (46:45) Frameworks on picking (53:20) What it takes to win (58:32) How to onboard with a founder (1:02:59) Proudest board seats (1:06:12) 2026 in the new roles --- More on Pat & Alfred: https://sequoiacap.com/ https://x.com/gradypb https://x.com/Alfred_Lin More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com
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    1 時間 10 分
  • Uncapped #35 | Trae Stephens from Founders Fund

    Uncapped #35 | Trae Stephens from Founders Fund
    2025/12/03
    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 in the intelligence/defense space as well as international expansion. He was also an integral part of the product team, leading the design and strategy for new product offerings. Prior to Palantir, Trae worked as a computational linguist building enterprise solutions to Arabic/Persian name matching and data enrichment within the United States Intelligence community. He began his career working in the office of then Congressman Rob Portman and in the Political Affairs Office at the Embassy of Afghanistan in Washington, D.C. immediately following the installation of Hamid Karzai’s transitional government. We covered: Hard tech and the future of warfare AI morality and “good quests” How Anduril scales manufacturing Founders Fund’s investing philosophy Contrarianism and concentration The ethics of autonomy and national defense --- Timestamps: (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What’s left to prove at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Juggling Anduril and Founders Fund (29:07) A system that rewards going deep (31:21) What’s made Founders Fund great (37:30) The king-making strategy in VC (40:26) Concentrating in the winners (43:55) Where there’s alpha in the market (47:22) Theological revival in traditional faith --- More on Trae: https://foundersfund.com/ https://x.com/traestephens More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com
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    52 分
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