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Uncapped with Jack Altman: Daily Summaries Delivered
by Alt Capital
Conversations with people I admire about things I’m genuinely interested in.
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- 1 weeks ago43 min
Uncapped #51 | Joe Lonsdale from 8VC
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 prominent companies, including Addepar, a wealth management platform helping investors manage over $7 trillion, and OpenGov, the leading cloud software provider for local governments which recently sold for $1.8 billion. Joe was an early investor in Anduril, Oculus (acq. FB), Guardant Health (NASDAQ:GH), Oscar (NYSE:OSCR), Illumio, Wish (NASDAQ:WISH), JoyTunes, Blend (NYSE:BLND), Flexport, Joby Aviation (NYSE:JOBY), Orca Bio, Qualia, Synthego, RelateIQ (acq. CRM), Yugabyte, among many others. We discussed what it takes to keep building after success, why AI is accelerating entire industries, and how it could reshape productivity, healthcare, defense, and the economy. Joe also shared his views on investing in hard problems, rebuilding trust in technology, and where America needs to adapt to win in the AI era. --- Timestamps: Intro Why Joe keeps building AI being contrarian and right What Palantir got right Pulling forward innovation AI vs social media Making AI work for America Department of War debate Betting on defense Robotics, bio, and energy Investing in the AI era Peptides opportunity Texas vs California Political correctness --- Links: https://x.com/JTLonsdale https://x.com/jaltma https://8vc.com/ https://uncappedpod.com/ --- friends@uncappedpod.com
- 2 weeks ago58 min
Uncapped #50 | Tobi Lütke from Shopify
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 2015 at a $1.27 billion valuation and has since grown to a market cap exceeding $100 billion. As a programmer Tobi has served on the core team of the Ruby on Rails framework and has created many popular open source libraries such as the Typo weblog engine, Liquid and Active Merchant. We discussed building Shopify over more than 20 years, what it takes to sustain a life’s work, and why founder-led companies can move faster through major technological shifts. We also talked about how AI is reshaping software, entrepreneurship, and team building. Along the way, Tobi shared his views on originality, product craftsmanship, the future of work, and why he believes AI will create far more opportunity than scarcity. --- Timestamps: Intro A problem worth solving Building products people love Why originality matters Conformity in Silicon Valley Founder-led companies Shopify’s AI transition Building with urgency AI for small businesses Raising the standard of living Predicting the future with AI Changing perception on talent Reading and curiosity --- Links: https://x.com/tobi https://x.com/jaltma https://www.shopify.com/ https://uncappedpod.com/ --- friends@uncappedpod.com
- 3 weeks ago37 min
Uncapped #49 | Kevin Hartz & Bennett Siegel from A*
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 and board member of Xoom, an online money transfer service that IPO’d in 2013 and later acquired by PayPal for $1.1B. Notable investments, primarily at the seed/early stages, include PayPal, Airbnb, Pinterest, Reddit, Anduril, and Palantir among others. Bennett was previously a partner at Coatue building out their venture capital business where he invested in earliest financing rounds for Ramp and Decagon, among other investments. We discussed how AI is reshaping venture capital, software, and startup building – from the rise of younger founders and AI researcher-led companies to the growing pressure on traditional software businesses. We also covered the changing economics of seed investing, the influx of mega funds into early-stage venture, AI rollups, robotics, and why this may become the biggest technology boom yet. --- Timestamps: Intro The A* Capital story Why big funds went into seed The mother of all bubbles Why founders are getting younger Mapping talent, not markets The rise of AI researcher founders Why seed investing is so hard Concentration and venture returns The AI rollup craze AI vs traditional software Robotics and the future of AI What’s next for A* Capital --- Links: https://x.com/kevinhartz https://x.com/BennettSiegel https://x.com/jaltma https://www.a-star.co/ https://uncappedpod.com/ --- friends@uncappedpod.com
- Apr 29, 202647 min
Uncapped #48 | Tarek Mansour from Kalshi
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 other in a market, and prices reflect the collective probability of an outcome happening. Before starting Kalshi, Tarek worked as a quantitative trader at Goldman Sachs as a structured credit and equities analyst and at Citadel as a global macro trader. During his time at these firms, he realized a common thread: a lot of trading stemmed from an opinion on a future event. We covered the idea behind prediction markets and how they offer a more direct way to trade on beliefs about the future. The conversation follows the long, difficult path to building a regulated exchange in the U.S., from early skepticism to ultimately winning a landmark legal battle. We also discuss how these markets can improve forecasting, enable new forms of hedging, and change how information gets priced. --- Timestamps: Intro Kalshi’s genesis Regulation-focused from inception Suing the government Gambling vs. financial markets Defining insider trading Incentive structure of the system Investing vs. trading Hedging use cases Scaling a lean team Defining Kalshi’s culture --- Links: https://x.com/jaltma https://x.com/mansourtarek_ https://kalshi.com/ https://uncappedpod.com/ --- friends@uncappedpod.com
- Apr 16, 202635 min
Uncapped #47 | Max Mullen from Instacart
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 $10B consumer marketplace. Max highlighted the scrappy early days, marketplace product-market fit, and key inflection points like retailer partnerships and the Amazon–Whole Foods moment. We also explored what makes great consumer founders, why the best ideas look wrong at first, and how to build and scale in “hard mode” markets. Finally, the conversation touched on investing, decision-making frameworks, and what it takes to win in consumer over the long term. --- Timestamps: Intro The inception of Instacart Finding product market fit Landing Trader Joe’s Big levers for growth Operationally complex businesses Amazon’s acquisition of Whole Foods COVID and Instacart’s IPO Prioritizing profitability Avoiding temptations The future of Instacart Investing in consumer Irrationally optimistic founders B2B vs consumer founders How to work with investors Building Workshop --- Links: https://x.com/Max https://x.com/jaltma https://maxmullen.com/ https://uncappedpod.com/ --- friends@uncappedpod.com
- Apr 1, 202649 min
Uncapped #46 | Brad Lightcap from OpenAI
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 shift from chat-based AI to agents that can take action, and what that means for software and the broader economy. We also covered how these systems are being built and deployed, how tools like Codex are changing how work gets done, and what this next phase of AI unlocks for startups and incumbents alike. --- Timestamps: Intro The early days of OpenAI A research centric culture Post-ChatGPT chapters Sci-Fi future or good software AI’s impact on rural communities Codex and coding of the future Doing a lot of things at once What VCs should invest in The software sell off Using Codex over ChatGPT FDEs and Private Equity Working with Sam --- Links: https://x.com/bradlightcap https://x.com/jaltma https://openai.com/ https://uncappedpod.com/ --- friends@uncappedpod.com
- Mar 25, 202641 min
Uncapped #45 | Ron Conway from SV Angel
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 Crunchies Awards, and has been named on Forbes Magazine's Midas list of top “deal-makers” since 2011. Prior to founding SV Angel, Ron was with National Semiconductor Corporation in marketing positions (1973-1979), Altos Computer Systems as a co-founder, President, and CEO (1979-1990), taking the company public on Nasdaq in 1982. Ron reflects on decades of investing, from semiconductors to AI, and what it really means to be an “all in” partner to founders. He shares how relationships compound into an unfair advantage, why the best investors show up at inflection points, and how being willing to fight, whether in boardrooms or Washington, can change outcomes. --- Timestamps: Intro From semiconductors to AI Two investments that changed everything Nonpassive angel investing Becoming a relationship broker Building authentic relationships Going deep with OpenAI and Airbnb Fighting for founders Remarkable returns at seed The state wealth tax Tech and politics --- Links: https://x.com/RonConway https://x.com/jaltma https://svangel.com/ https://uncappedpod.com/ --- friends@uncappedpod.com
- Mar 12, 202649 min
Uncapped #44 | Max Junestrand from Legora
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 members across the globe and the platform supports tens of thousands of lawyers each day across 800 customers in more than 50 markets. Max shares the story of building Legora, what it really means to build AI-native software from day one, why legal work is uniquely suited for AI, and how a small team from Stockholm convinced some of the world’s largest law firms to change how they work. --- Timestamps: Intro Legora's origin story Building an AI-native company No sacred cows, the models will be amazing Winning pilots and global expansion Starting in Europe Stockholm culture and "blodsmak" --- Links: https://x.com/MaxJunestrand https://x.com/chetanp https://x.com/jaltma https://legora.com/ --- https://uncappedpod.com/ friends@uncappedpod.com
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