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Uncapped #37 | Saam Motamedi from Greylock Partners
Duration: 01:22:31
December 16, 2025
- Greylock has consistently maintained its core ethos of being a service-oriented, people-focused firm, acting as a supporting actor to entrepreneurs throughout its 60-year history.
- The firm has a unique apprenticeship-driven talent model, deeply immersing junior partners in all aspects of the investment process to foster long-term growth and expertise.
- Greylock embraces a "market maker" strategy, focusing on high-conviction, early-stage investments with minimal market risk and significant execution risk, rather than participating in broad market auctions.

Uncapped #36 | Pat Grady & Alfred Lin from Sequoia
Duration: 01:09:38
December 9, 2025
- Sequoia Capital's success stems from deep conviction and a readiness to embrace risk, rather than just consensus.
- Their five-step value chain focuses on empowering founders through a process of sourcing to building, without micromanaging.
- Key to their strategy is cultivating a culture of fierce curiosity, rigorous feedback, and a fearless probabilistic mindset.

Uncapped #35 | Trae Stephens from Founders Fund
Duration: 00:52:24
December 3, 2025
- The conversation highlights the difference between pursuing "good quests" based on genuine purpose versus chasing "get-rich-quick" opportunities, particularly in the context of fast-moving AI development.
- The discussion explores the ethical complexities and potential societal impacts of AI technologies that blur the lines of human experience, such as recreating deceased loved ones or forming AI companions.
- The podcast delves into the challenges and strategies of defense technology companies navigating government contracts, emphasizing the importance of understanding government processes over just product innovation.

Uncapped #32 | Kyle Vogt from The Bot Company
Duration: 00:46:25
November 12, 2025
- The convergence of Large Language Models (LLMs) and robotics is enabling a new era of more capable and adaptable robots by injecting real-world common sense and simplifying complex motion planning.
- The future of robotics will likely see a focus on more specialized robots rather than generalized humanoids, optimizing for specific tasks and cost-effectiveness, especially in home environments.
- The biggest challenge for widespread robot adoption is not solely technological, but the societal and behavioral adaptation required to integrate these new tools into daily life and business workflows.

Uncapped #31 | Dylan Field from Figma
Duration: 00:56:39
November 5, 2025
- The "good enough" standard is becoming obsolete, necessitating differentiation through design, craft, and unique brand perspectives.
- The current tech landscape, especially with AI startups, is characterized by rapid acceleration and intense competition, a stark contrast to Figma's early, slower development.
- The role of designers is evolving, with AI augmenting their capabilities by handling tedious tasks and allowing for holistic, expansive creative exploration.

Uncapped #27 | Vince Hankes from Thrive Capital
Duration: 00:57:34
October 8, 2025
- Thrive Capital's success stems from a contrarian mindset and willingness to make big, concentrated bets on companies with strong qualitative foundations, like Stripe and Carvana, even when quantitative metrics are temporarily unfavorable.
- The firm prioritizes a "full-stack" investing approach, considering investments across all stages and even creating a holding company to address opportunities like AI-driven accounting that don't fit traditional fund structures.
- Thrive aims to attract top-tier talent by fostering a culture of continuous learning and evolution, recognizing that the strategies that drove success in the past may not be effective in the future.

Uncapped #25 | Lulu Cheng Meservey
Duration: 00:50:18
September 24, 2025
- Comms is seen as the final uniquely human skill, particularly the ability to persuade and connect with others in ways that AI cannot replicate.
- Founders should aim to have their companies perceived as "underrated", positioning themselves with a long-term mission and untapped potential to generate positive momentum and attract support.
- A strategic communications approach involves identifying the overlap between what's true, what's relevant, and most importantly, what is useful for the business, guiding decisions about what to emphasize and share.

Uncapped #22 | Greg Rosen from BoxGroup
Duration: 00:45:28
August 20, 2025
- Box Group's collaborative venture model avoids leading rounds to maintain its "Switzerland" reputation, enabling them to see more deals without adverse selection.
- The most effective approach to early-stage investing involves focusing on the human element, prioritizing personal attributes over fully formed ideas when assessing founders.
- Venture capital firms must be honest about their strengths and focus on excelling as either a hyper-networker, a philosopher/thought leader, or a specialist, rather than spreading themselves too thin and wasting resources.

Uncapped #21 | Brian Armstrong from Coinbase
Duration: 00:46:35
August 13, 2025
- Coinbase believes all assets will inevitably be on-chain due to the increased speed, reduced costs, and global accessibility this technology provides.
- Navigating undefined legal frontiers requires a balance between responsible innovation and proactive engagement with policymakers, as demonstrated by Coinbase's efforts to shape pro-crypto legislation.
- To thrive through extreme industry cycles, the key is to avoid chasing hype and instead focusing on long-term goals with a willingness to make contrarian bets when others lose faith.

Uncapped #20 | Guillermo Rauch from Vercel
Duration: 01:01:05
August 6, 2025
- The speaker emphasizes the importance of "landing" software, meaning fully deploying code, ensuring usability, and achieving measurable business outcomes, not just generating code.
- Vercel's focus includes shifting the cloud paradigm from implementation details to developer experience and product outcomes, by prioritizing user experience and iterating backwards to the technology.
- The conversation highlights the psychological and emotional implications of AI in software development, including both the benefits of relieving developer burden and the potential downsides of losing problem-solving skills and mental discipline.




