AI Hype Is Always Off‑balance, Never Just Right
The current level of AI psychosis is sky high. It’s either way too much or not nearly enough, but the odds that it’s the right amount are 0%.
Schools Should Teach Kids to Build with AI Code
I hope schools are teaching kids to just sit down with codex / claude code and make stuff.
Active Angel Investing: Relationships Drive Monumental Returns
I had one of the legends of angel and seed investing on Uncapped, @RonConway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being...
Building an AI‑Native Software Company: Insights From Max Junestrand
New episode of Uncapped with Max Junestrand from Legora and my partner Chetan Puttagunta . 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...
Building an AI‑Native Software Company: Max’s Playbook
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)...
AI Redefines YC's Path to Product-Market Fit
New episode of Uncapped with Y Combinator's leadership, @garrytan, @harjtaggar and @snowmaker. We talked about YC's core value prop, how AI is changing the process of finding product market fit and raising capital, San Francisco and California, the future of YC,...
Joining Benchmark: Passion for Series A Venture Investing
I’m really excited to share that I’m joining Benchmark. The past two years as a full time investor have been the most rewarding of my career. I really love venture capital, which is not something I ever imagined I’d say when...
Inside Benchmark's Unmatched Early‑Stage VC Playbook
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. https://lnkd.in/gEVbjkxN
Khosla and Rabois Reveal How Tech Titans Collaborate
New Uncapped with two of the greats, Vinod Khosla and Keith 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...
Retell AI: Top Investment Now Hiring Product Manager
Retell AI is one of the strongest companies we've invested in -- they've got an incredible team and product, and outlandish growth. They're hiring their first product manager if you or anyone you know might be interested: https://lnkd.in/gvRtGBXw
Greylock’s 60‑Year Playbook: Durable Venture Principles
Last Uncapped episode of the year, feeling really grateful for what a fun project this has turned out to be. Closing out the year with one of my best friends @saammotamedi. Although I don't like to admit it to him, he's...
Sequoia Stewards Reveal Proven Tactics for Winning VC
I sat down with Sequoia's new stewards, @gradypb and @Alfred_Lin. Maybe a bit selfishly, I spent almost the entire time asking them about the tactics of how to do venture capital well. I got a ton out of it and hope...
Uncapped Podcast Delivers Deep Dive Into Venture Craft
Releasing an Uncapped pod tomorrow with @gradypb and @Alfred_Lin. By far the most detailed episode we've ever done about the craft of venture and I loved it. https://t.co/tzoq4gsVOw
Choosing Ethical AI Quests with Trae Stephens
This week on Uncapped I had Trae Stephens , partner at Founders Fund and co-founder of Anduril. We talked about choosing good quests in the AI era, ethics in tech, Anduril and the future of warfare, how Founders Fund operates,...
Mel Williams on AI Cycle and VC Competitive Edge
Had an awesome time chatting with Mel Williams , cofounder of TrueBridge, an $8B AUM fund that invests in VC firms. We discussed how he thinks about the current AI cycle, what he looks for in venture managers, and what...
