Sabitlenmiş Tweet
UNCAPPED
219 posts
UNCAPPED
@uncapped_pod
Conversations with people I admire about things I’m genuinely interested in - @jaltma | https://t.co/bb82FNXUk1
Katılım Mart 2025
5 Takip Edilen1K Takipçiler
UNCAPPED retweetledi
Founders who never built companies pre-AI have at least one big advantage: they have fewer preconceived notions about how to build a company.
This applies to how software should be built, when a product that people worked really hard on should get dissolved, what tools finance should use, how GTM should work, or really anything and everything else.
"The culture is: you don't maximize for your function, you maximize for the company."
Jack Altman@jaltma
New episode of Uncapped with @MaxJunestrand from Legora and my partner @chetanp. Every time I'm with Max I come away thinking "this is what it takes to build an AI native software company." He's one of my favorite founders, hope you enjoy. (0:00) Intro (0:31) Legora's origin story (9:05) Building an AI-native company (18:16) No sacred cows, the models will be amazing (27:36) Winning pilots and global expansion (36:43) Starting in Europe (47:15) Stockholm culture and "blodsmak"
English
UNCAPPED retweetledi
New episode of Uncapped with @MaxJunestrand from Legora and my partner @chetanp.
Every time I'm with Max I come away thinking "this is what it takes to build an AI native software company."
He's one of my favorite founders, hope you enjoy.
(0:00) Intro
(0:31) Legora's origin story
(9:05) Building an AI-native company
(18:16) No sacred cows, the models will be amazing
(27:36) Winning pilots and global expansion
(36:43) Starting in Europe
(47:15) Stockholm culture and "blodsmak"
English
UNCAPPED retweetledi
YouTube
English
UNCAPPED retweetledi
Why can a startup with 50 engineers make up ground against an incumbent with 5,000? You'd think big platforms have the data, distribution, money...why can't they build technology faster than startups can earn distribution?
Bret calls it a "strategy tax" and gives a crisp articulation of exactly why startups have the opportunity to win.
Jack Altman@jaltma
This week, on Benchmark's new podcast Uncapped 😂, I sat down with @btaylor, founder of Sierra and Chairman of OpenAI. He's easily one of the most impressive people I’ve met in tech or in general. We talked about AI and the saaspocalypse, the unique considerations of building an AI native / agent company, whether young or experienced founders have the advantage right now, Codex and OpenAI ads, and much more. Learned a ton from Bret, hope you enjoy. (0:00) Intro (0:20) The Saaspocalypse and systems of record (12:34) Sierra's landscape (17:05) Outcome-based pricing (24:22) The rapid evolution of AI support technology (28:21) Young founders vs. experienced founders (34:12) What comes next beyond support (38:47) Codex and the future of software engineering (51:49) OpenAI and advertising (54:59) Working with investors and boards
English
UNCAPPED retweetledi
Had a great conversation with @jaltma about SaaSpocalypse (SaaSmageddon?), Sierra, and the future of software
English
UNCAPPED retweetledi
I asked Bret a question that a lot of people are thinking about lately since he's as equipped as anyone in the world to answer:
"Does a system of record have a place in the world if nobody logs into it?"
Jack Altman@jaltma
This week, on Benchmark's new podcast Uncapped 😂, I sat down with @btaylor, founder of Sierra and Chairman of OpenAI. He's easily one of the most impressive people I’ve met in tech or in general. We talked about AI and the saaspocalypse, the unique considerations of building an AI native / agent company, whether young or experienced founders have the advantage right now, Codex and OpenAI ads, and much more. Learned a ton from Bret, hope you enjoy. (0:00) Intro (0:20) The Saaspocalypse and systems of record (12:34) Sierra's landscape (17:05) Outcome-based pricing (24:22) The rapid evolution of AI support technology (28:21) Young founders vs. experienced founders (34:12) What comes next beyond support (38:47) Codex and the future of software engineering (51:49) OpenAI and advertising (54:59) Working with investors and boards
English
UNCAPPED retweetledi
This week, on Benchmark's new podcast Uncapped 😂, I sat down with @btaylor, founder of Sierra and Chairman of OpenAI. He's easily one of the most impressive people I’ve met in tech or in general.
We talked about AI and the saaspocalypse, the unique considerations of building an AI native / agent company, whether young or experienced founders have the advantage right now, Codex and OpenAI ads, and much more.
Learned a ton from Bret, hope you enjoy.
(0:00) Intro
(0:20) The Saaspocalypse and systems of record
(12:34) Sierra's landscape
(17:05) Outcome-based pricing
(24:22) The rapid evolution of AI support technology
(28:21) Young founders vs. experienced founders
(34:12) What comes next beyond support
(38:47) Codex and the future of software engineering
(51:49) OpenAI and advertising
(54:59) Working with investors and boards
English
UNCAPPED retweetledi
As many VCs raise eye poppingly large funds, Benchmark is one of the few hold outs staying small.
Peter articulates why this is integral to how Benchmark works.
"More capital equals a whole bunch of activities that...eat at the essence of why we practice the business.
Jack Altman@jaltma
New episode of Uncapped with the full Benchmark partnership. They're arguably the best early stage venture firm of all time and have retained a model and approach that very few others have. I learned a ton, hope you enjoy.
English
UNCAPPED retweetledi
Eric Vishria is an incredibly clear thinker and communicator.
Here he talks about passing on investing even when the founder is clearly special -- he gives the example of Alex at Scale.
"People will see that specialness...and talk themselves out of stuff for other reasons."
Jack Altman@jaltma
New episode of Uncapped with the full Benchmark partnership. They're arguably the best early stage venture firm of all time and have retained a model and approach that very few others have. I learned a ton, hope you enjoy.
English
UNCAPPED retweetledi
New episode of Uncapped with the full Benchmark partnership.
They're arguably the best early stage venture firm of all time and have retained a model and approach that very few others have.
I learned a ton, hope you enjoy.
English
UNCAPPED retweetledi
Sitting down with the full Benchmark partnership next week on Uncapped @peterfenton @chetanp @ericvishria @EverettRandle
What should we talk about?
English
UNCAPPED retweetledi
Khosla doesn't get nearly enough credit for their OAI investment.
They were the only institutional investor in the first round and they made the investment that was truly hard to make when others thought it was dumb.
They aren't the type to take credit but they deserve it here.
Jack Altman@jaltma
New Uncapped with two of the greats, @vkhosla and @rabois. I don't think I've seen them on a podcast together so I was especially excited about this. I asked them about how they work together, how they see the world, what's changed in tech, and of course a little bit about their politics. Enjoy. (0:00) Intro (0:58) The working relationship (4:26) Pie chart on what’s discussed (7:11) Ethos of investors today vs the past (10:42) Comparing FF and KV (12:46) What makes a great founder (22:56) Alpha in today’s market (30:05) Themes in AI (38:23) How AI companies are built (46:23) Interests outside of AI (53:12) Their politics on X (58:24) Evolution of political leanings
English
UNCAPPED retweetledi
I asked Keith why he is kind of harsh online but nice in person and he just said WRONG and stared me down.
Jack Altman@jaltma
New Uncapped with two of the greats, @vkhosla and @rabois. I don't think I've seen them on a podcast together so I was especially excited about this. I asked them about how they work together, how they see the world, what's changed in tech, and of course a little bit about their politics. Enjoy. (0:00) Intro (0:58) The working relationship (4:26) Pie chart on what’s discussed (7:11) Ethos of investors today vs the past (10:42) Comparing FF and KV (12:46) What makes a great founder (22:56) Alpha in today’s market (30:05) Themes in AI (38:23) How AI companies are built (46:23) Interests outside of AI (53:12) Their politics on X (58:24) Evolution of political leanings
English
UNCAPPED retweetledi
I owe a lot of my career to @vkhosla & @rabois
First time they've done a joint interview together
Highly recommend a watch.
You can see what I got to see for years, which is how two of the GOATs work together closely, and make each other's decision making even better together
Jack Altman@jaltma
New Uncapped with two of the greats, @vkhosla and @rabois. I don't think I've seen them on a podcast together so I was especially excited about this. I asked them about how they work together, how they see the world, what's changed in tech, and of course a little bit about their politics. Enjoy. (0:00) Intro (0:58) The working relationship (4:26) Pie chart on what’s discussed (7:11) Ethos of investors today vs the past (10:42) Comparing FF and KV (12:46) What makes a great founder (22:56) Alpha in today’s market (30:05) Themes in AI (38:23) How AI companies are built (46:23) Interests outside of AI (53:12) Their politics on X (58:24) Evolution of political leanings
English
UNCAPPED retweetledi
I asked Keith and Vinod if they think AI companies need to be built in different ways to previous generations of startups.
"I think it's fundamentally different."
Jack Altman@jaltma
New Uncapped with two of the greats, @vkhosla and @rabois. I don't think I've seen them on a podcast together so I was especially excited about this. I asked them about how they work together, how they see the world, what's changed in tech, and of course a little bit about their politics. Enjoy. (0:00) Intro (0:58) The working relationship (4:26) Pie chart on what’s discussed (7:11) Ethos of investors today vs the past (10:42) Comparing FF and KV (12:46) What makes a great founder (22:56) Alpha in today’s market (30:05) Themes in AI (38:23) How AI companies are built (46:23) Interests outside of AI (53:12) Their politics on X (58:24) Evolution of political leanings
English
UNCAPPED retweetledi
Don’t miss this!
Jack Altman@jaltma
New Uncapped with two of the greats, @vkhosla and @rabois. I don't think I've seen them on a podcast together so I was especially excited about this. I asked them about how they work together, how they see the world, what's changed in tech, and of course a little bit about their politics. Enjoy. (0:00) Intro (0:58) The working relationship (4:26) Pie chart on what’s discussed (7:11) Ethos of investors today vs the past (10:42) Comparing FF and KV (12:46) What makes a great founder (22:56) Alpha in today’s market (30:05) Themes in AI (38:23) How AI companies are built (46:23) Interests outside of AI (53:12) Their politics on X (58:24) Evolution of political leanings
English
UNCAPPED retweetledi
New Uncapped with two of the greats, @vkhosla and @rabois. I don't think I've seen them on a podcast together so I was especially excited about this.
I asked them about how they work together, how they see the world, what's changed in tech, and of course a little bit about their politics. Enjoy.
(0:00) Intro
(0:58) The working relationship
(4:26) Pie chart on what’s discussed
(7:11) Ethos of investors today vs the past
(10:42) Comparing FF and KV
(12:46) What makes a great founder
(22:56) Alpha in today’s market
(30:05) Themes in AI
(38:23) How AI companies are built
(46:23) Interests outside of AI
(53:12) Their politics on X
(58:24) Evolution of political leanings
English
UNCAPPED retweetledi
I sat down with Daniele Perito to talk about his new company @depthfirstlabs. He was previously on the founding team of Cash App and cofounder of Faire.
We talked about the future of software security in the age of AI and what becomes possible for both attackers and defenders, what he learned from Cash App and Faire, and what's the same and different across these companies. Hope you enjoy.
(0:00) Intro
(0:40) The founding insight at Faire
(4:34) Operational rigor of marketplace businesses
(10:39) Starting a company in 2026 vs 2017
(12:01) The inception story of Cash App
(16:22) depthfirst’s mission
(18:08) AI security landscape
(26:10) Security is a fantasy world
(31:15) Building superhuman attackers for defense
(38:27) Roles of humans and AI in security
(39:14) Platform vs pipeline businesses
English
UNCAPPED retweetledi
This was a fun conversation with @jaltma
Jack Altman@jaltma
a16z just announced their newest fund - $15 billion! I had @bhorowitz on Uncapped to discuss how they run the firm, how he thinks about venture talent, a16z's overall investment approach, deploying capital at scale, media, and more. He's easily one of the most impressive people I've gotten to have on the podcast. Hope you enjoy.
English
UNCAPPED retweetledi
People debate what goes into being good at venture investing. Ben has clarity that being able to win is what matters most, and they've architected the whole firm around it.
"Being able to win kind of automatically, I would say, gets you to the top tier of returns."
Jack Altman@jaltma
a16z just announced their newest fund - $15 billion! I had @bhorowitz on Uncapped to discuss how they run the firm, how he thinks about venture talent, a16z's overall investment approach, deploying capital at scale, media, and more. He's easily one of the most impressive people I've gotten to have on the podcast. Hope you enjoy.
English