Uncapped with Jack Altman

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Uncapped with Jack Altman

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

  1. Uncapped #13 | Sam Altman from OpenAI

    1 DAY AGO

    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

    37 min
  2. Uncapped #12 | Marc Andreessen from a16z

    11 JUN

    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

    1h 40m
  3. Uncapped #11 | Jordan Bramble from Antares

    29 MAY

    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

    46 min
  4. Uncapped #10 | David Tisch from BoxGroup

    22 MAY

    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

    1 hr
  5. Uncapped #9 | Qasar Younis from Applied Intuition

    15 MAY

    Uncapped #9 | Qasar Younis from Applied Intuition

    I had a blast sitting down with Qasar Younis, Co-Founder and CEO of Applied Intuition, a company that’s on a mission to accelerate the world’s adoption of safe and intelligent machines. The company builds software that makes it faster, safer, and easier to bring autonomous systems to market. Last valued at $6B, Applied Intuition has raised a total of $602M since its inception in 2017 and plays a critical role in both the commercial and defense sectors.  Previously, Qasar was a Partner and COO of Y Combinator, the renowned startup accelerator that has invested in companies like Airbnb, Coinbase, Cruise, DoorDash, Stripe, among others. Prior to Y Combinator, Qasar founded a technology firm, which was later acquired by Google, and worked as an automotive engineer at General Motors and Bosch. Younis has a bachelor’s degree in mechanical engineering from Kettering University (formerly known as General Motors Institute) and an MBA from Harvard Business School. We covered: Radical pragmatism Roots of the automotive industry Complexities of being dual use Fostering an intrinsically contrarian culture Evolving with your work --- Timestamps: (0:00) Intro (0:31) Psychology of starting a company (17:04) Love for the automotive industry (22:54) Autonomous vehicle landscape (25:45) Deep partnership with customers (28:49) Complexities of being dual use (34:44) Culture being intrinsically contrarian (40:01) Gen AI and humanoid robotics (42:28) More noise than signal in investing (44:14) Evolving with your work (47:43) Companies working is a state in time  --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

    51 min
  6. Uncapped #8 | Josh Kopelman from First Round Capital

    1 MAY

    Uncapped #8 | Josh Kopelman from First Round Capital

    It was a pleasure to sit down this week with Josh Kopelman, one of the original architects of seed stage investing who continues to re-invent what it means to operate within venture. Josh co-founded First Round Capital, which has invested at the earliest stages in companies like Square, Uber, and Roblox. Some of Josh’s more recent investments include Notion, Pomelo Care, Loyal, and Perpay. Since First Round’s inception in 2004, Josh has invested in 500+ startups and has frequently made the Forbes “Midas List” which ranks the top 100 tech investors. Josh has been a founder three times (four if you include founding First Round). In 1992, while in college, he co-founded Infonautics Corporation – and took it public on NASDAQ in 1996. Josh co-founded Half.com in 1999 and led it to become one of the largest sellers of used books, movies and music in the world. Half.com was acquired by eBay in 2000, where Josh remained for three years. In late 2003, Josh helped to found TurnTide, an anti-spam company that created the world’s first anti-spam router. TurnTide was acquired by Symantec just six months later. We covered: His “Venture Arrogance Score” The role of relevance in venture Making money in disequilibrium Overlooking margin superiority Decision-making as a product --- Timestamps: (0:00) Intro (0:25) Current landscape (4:39) Venture Arrogance Score (10:49) Comparing fund models (14:24) The role of relevance in venture (21:03) Small funds vs large funds (26:36) Making money in disequilibrium (33:57) Overlooking margin superiority (43:17) First Round’s strategy (49:02) Operating like a company (56:49) Future of First Round --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

    59 min
  7. Uncapped #7 | Garry Tan from Y Combinator

    17 APR

    Uncapped #7 | Garry Tan from Y Combinator

    This week I sat down with Garry Tan, President & CEO of Y Combinator. YC has funded 5,000+ startups including Airbnb, Stripe, DoorDash, Rippling, and Reddit, among others that have totaled $600B in combined valuation. Garry is a designer, engineer, and investor in early stage startups. Previously Founder & Managing Partner of Initialized Capital, an early stage venture capital fund that was earliest in Coinbase and Instacart. Before that, Garry was a partner at Y Combinator where he invested in and directly worked with over 700 companies at the earliest stage. He previously co-founded Posterous and helped build it to a world-class website used by millions (acquired by Twitter). Garry is a builder at heart. We covered: Running YC like a founder Advice for founders Picking winners What changes because of AI YC being the “YC of hard tech” Public service --- Timestamps: (0:00) Intro (0:25) Running YC like a founder (6:25) Focusing on growth and prosperity (12:40) Incredible pick rate (14:34) Role of the Group Partner (19:21) Lean vs fat startups (20:53) Archetypes of special founders (25:18) Rule changes because of AI (33:00) YC being the “YC of hard tech” (37:40) Community and political involvement --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

    46 min
  8. Uncapped #6 | Elad Gil

    10 APR

    Uncapped #6 | Elad Gil

    It’s always a pleasure to jam with Elad Gil, a serial entrepreneur and a startup investor. As an early leader at Google, Elad helped build the initial mobile team, before founding MixerLabs, which was acquired by Twitter. Later, he co-founded Color Health, a genetic testing company specializing in cancer detection. Over the past decade, he's backed nearly 40+ companies valued north of $1B each, including Airbnb, Coinbase, Figma, Instacart, and Stripe. He's also invested in Harvey, Mistral, Perplexity, Pika, and other leading AI startups. Elad is also author of the High Growth Handbook and is excited to be working on his next book focused on how to scale during the zero to one phase of a startup’s journey.  We covered: Optimizing for market need and optionality Recipes for long career arcs Getting more leverage on time Investing outside of AI Value in getting the theme right --- Timestamps: (0:00) Intro (0:50) Shamelessness mindset (4:16) Optimizing for market need (5:55) Cultivating optionality (8:29) Characteristics of people with long career arcs (9:54) What to optimize for early in a career (22:20) Different phases of your life (25:20) Aspiring to do things that are useful (26:33) Pivot points in careers (31:16) Becoming great investors (33:28) Getting more leverage on time (36:57) Investing outside of AI (40:58) Getting the theme right means more (47:01) Elad’s new book --- Linktree: https://linktr.ee/uncappedpod Twitter: https://x.com/jaltma Email: friends@uncappedpod.com

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

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    Alt Capital
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  • Episodes
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    © Copyright 2025 Alt Capital. All Rights Reserved.

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