Uncapped with Jack Altman

• Uncapped #21 | Brian Armstrong from Coinbase

  Brian Armstrong is the co-founder and CEO of Coinbase, a leading cryptocurrency company that provides exchange, brokerage, and custody services to 100M+ verified users in over 100 countries. Founded in 2012, Coinbase went public in 2021 on the NASDAQ under the ticker COIN and as of August 2025 has a market cap of $83 billion. Brian is also the co-founder of New Limit, a longevity biotech company on a mission to significantly extend human lifespan that recently raised a $130M Series B led by Kleiner Perkins and angels including John and Patrick Collison, Elad Gil, and Joshua Kushner, among others. We covered: Working with the government When to jump to the hot new thing Choosing what frontiers to prioritize The inner game of being contrarian --- Timestamps: (0:00) Intro (0:26) Becoming the everything chain (4:20) Story behind the GENIUS Act (5:33) Working with regulators (10:45) The future of crypto and the government (17:10) When to jump to the hot new thing (23:03) Choosing what frontiers to prioritize (29:59) Brain-computer interface tech (34:48) Inside the mind of a contrarian (43:52) Creating a sustainable lifestyle --- More on Brian: https://www.coinbase.com/ https://www.newlimit.com/ https://x.com/brian_armstrong More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: [email protected]

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• Uncapped #20 | Guillermo Rauch from Vercel

  Guillermo Rauch is the founder and CEO of Vercel, creators of v0 which is one of the most popular AI app building tools that’s helping power the online presence of companies like Porsche, Under Armour and Nintendo. In May 2024, Vercel completed a $250M Series E at a $3.25B valuation and was recently named to the Forbes Cloud 100. Originally from Argentina, Guillermo became a self-taught developer at the age of ten, and has been a passionate contributor to the open-source community ever since. He is the mind behind foundational JavaScript frameworks like Next.js and Socket.io, and has built tools that power some of the internet’s most innovative products, including Midjourney, Grok, and Notion. We covered: Vercel’s early insights State of affairs for codegen Implications of AI for developers Skills of the future Product building taste --- Timestamps: (0:00) Intro (0:28) Prequel to Vercel (4:32) Vercel’s early insights (8:13) State of affairs for codegen (17:18) Codegen evolution (19:37) Perceived vs realized productivity (27:53) Fault attribution (31:56) Internet being a house of cards (35:33) When codegen will be exceptional (40:18) What kids should be learning (47:42) Chasing the dragon vs listening to customers (50:46) The next internet (51:58) Reverse engineering success (55:50) Making it work as a dad and CEO (58:14) Taste in building product --- More on Guillermo: https://vercel.com/ https://x.com/rauchg More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: [email protected]

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• Uncapped #19 | Dwarkesh Patel

  In his early twenties, Dwarkesh Patel has become one of the leading podcasters with nearly 1 million YouTube subscribers excited to consume his deeply-researched interviews. Dwarkesh has caught the attention of influential figures such as Jeff Bezos, Noah Smith, Nat Friedman, and Tyler Cohen, who have all praised his interviews – the latter describing him as “highly rated but still underrated.” In 2024, he was included in TIME’s 100 most influential people in AI alongside the likes of Ilya Sutskever, Andrew Yao, and Albert Gu. Dwarkesh’s interviews span far beyond AI, his North Star being his curiosity and preparation.  We covered: Digital minds leading huge companies AI making us smarter vs rotting our brain His approach to learning as his job Best in class interview preparation  --- Timestamps: (0:00) Intro (0:23) Skepticism around the timing of AGI (6:07) Confidence in AI researchers (7:17) Future utility of superintelligence (11:23) Impact of scaling digital minds (15:41) Driven by increases in compute (17:17) Is AI making us smarter? (21:03) AI’s impact on biology (23:54) Interests outside of AI (26:18) Chronology of his interests (31:10) His approach to learning (33:43) New thinking on human evolution (40:44) Learning and the media (45:52) Podcasting success (48:53) Best in class interview preparation --- More on Dwarkesh: https://www.dwarkesh.com/ https://x.com/dwarkesh_sp More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: [email protected]

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• Uncapped #18 | Peter Fenton from Benchmark

  Peter Fenton is the longest-serving full-time partner at Benchmark, a renowned venture firm known for its artisanal approach and deep alignment with founders. Over the last two decades, Peter led investments in Twitter, Yelp, Elastic, Docker, Zuora, and many others. He also achieved one of the rarest feats in venture history in 2014 when two of his investments, Hortonworks and New Relic, went public on the same day. More recent investments include Sierra, Ollama, ClickHouse, and Airtable. Peter is considered one of the most successful tech investors of our time and is an incredible person to learn from. We covered: Darwinism and Silicon Valley Who wins as a result of AI Embracing things that don’t scale Sourcing and winning motions Being a great board member --- Timestamps: (0:00) Intro (0:23) Darwinism and Silicon Valley (5:38) Silicon Valley vs everywhere else (12:09) Highly adaptive ecosystems (19:40) Who wins with AI (26:22) Applying Darwinism to venture (36:54) North Stars in venture (42:22) Embracing things that don’t scale (49:51) A young person’s game (57:10) Sourcing methodologies (1:07:50) Convincing founders to choose you (1:10:56) Not a winner-take-all game (1:13:35) Being a great board member --- More on Benchmark and Peter: https://www.benchmark.com/ https://x.com/peterfenton More on Alt Capital and Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: [email protected]

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• 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: [email protected]

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