Uncapped #39 | Daniele Perito from depthfirst

More from Uncapped with Jack Altman

1. 

   19 Feb 2026 · 1 hr 1 min

   Uncapped #42 | Bret Taylor from Sierra

   Bret Taylor is the founder and CEO of Sierra, an AI agent company transforming customer service. Bret’s legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI, co-creating both Google Maps and the Like button, and founding three companies. We unpacked the so-called “SaaS-pocalypse” and what AI agents mean for the future of enterprise software. We talked through the shift from systems of record to autonomous agents, outcome-based pricing, platform transitions, Codex and the transformation of software engineering, and who is structurally positioned…

2. 

   4 Feb 2026 · 57 min

   Uncapped #41 | The Benchmark Partnership

   In this episode, the Benchmark partnership explains why they’ve resisted scale, eliminated residual economics, and built an equal partnership designed to endure. We talk about what that choice enables – for founders, for decision-making, and for practicing venture as a craft rather than a factory. Peter Fenton is the longest-serving full-time general partner at Benchmark. Over the last two decades, Peter led investments in Twitter, Yelp, Elastic, Docker, Zuora, and many others. More recent investments include Sierra, Ollama, ClickHouse, and Airtable. Peter has been on the Forbes Midas list…

3. 

   21 Jan 2026 · 1 hr 5 min

   Uncapped #40 | Vinod Khosla and Keith Rabois from Khosla Ventures

   Vinod Khosla and Keith Rabois are Managing Directors at Khosla Ventures. Vinod is an entrepreneur, investor and technologist. In 2004, Vinod formed Khosla Ventures to focus on both for-profit and social impact investments that have included OpenAI, Stripe, DoorDash, Commonwealth Fusion Systems and many more. Vinod previously co-founded Daisy Systems, the first significant computer-aided design system for electrical engineers, which led to an IPO. He later went on to co-found Sun Microsystems in 1982, serving as its first chairman and CEO. After joining Kleiner Perkins Caulfield and Byers…

4. 

   9 Jan 2026 · 58 min

   Uncapped #38 | Ben Horowitz from a16z

   Ben Horowitz is a cofounder and general partner at the venture capital firm Andreessen Horowitz, a venture capital firm that manages $60 billion in assets under management. He is also the author of the New York Times bestsellers, The Hard Thing About Hard Things and What You Do Is Who You Are. Prior to a16z, Ben was cofounder and CEO of Opsware (formerly Loudcloud), which was acquired by Hewlett-Packard for $1.6 billion in 2007. Earlier, he was vice president and general manager of America Online’s E-commerce Platform division, where he oversaw development of the company’s flagship Shop@AOL…

5. 

   16 Dec 2025 · 1 hr 23 min

   Uncapped #37 | Saam Motamedi from Greylock Partners

   Saam Motamedi is a General Partner at Greylock Partners working with enterprise software entrepreneurs at the seed and early stages who are focused on new opportunities in intelligent applications, cybersecurity, AI, and data infrastructure. In 2019 at just 26 years old, Saam became the Greylock’s youngest General Partner in its 54-year history – a remarkable achievement at an institution that had backed Airbnb, AppDynamics, Coinbase, Discord, Figma, Instagram, LinkedIn, among others. Saam’s portfolio spans 14+ companies with collective valuations exceeding $10 billion. Abnormal Security,…

6. 

   9 Dec 2025 · 1 hr 10 min

   Uncapped #36 | Pat Grady & Alfred Lin from Sequoia

   Pat Grady and Alfred Lin are partners at Sequoia and were recently named as the storied firm’s new co-stewards. Alfred joined the firm in 2010, where he has led major investments into category-defining companies like Airbnb, DoorDash, and Kalshi. Pat has been a partner at the firm for nearly 19 years and has led Sequoia’s growth-stage investing since 2015, backing companies like Snowflake, OpenAI, and Harvey. In this episode, we unpack how Sequoia actually works: their partnership model, how they pick outliers, and what stewardship means inside one of the most respected firms in venture…

7. 

   1 Oct 2026 · 53 min

   Uncapped #58 | David George from a16z

   David George is a General Partner at Andreessen Horowitz, where he leads the firm's growth fund. Before a16z, David was a General Partner at General Atlantic. He has been involved in investments including Databricks, Ramp, Harvey, and Figma. We discussed David's framework for thinking about the AI buildout: why the thesis that "it's all going to work" is the right one, and why the answer to almost every question in AI right now is "and" rather than "or." We got into where we actually are in the diffusion of AI into the enterprise, why there are 1.5 billion knowledge workers that AI has…

8. 

   E57 · 15 Sep 2026 · 1 hr 3 min

   Uncapped #57 | Andrew Feldman from Cerebras

   Andrew Feldman is the co-founder and CEO of Cerebras Systems, the AI chip company he founded in 2016 around a single radical insight: that winning in compute requires not incremental improvement but a fundamentally different architecture. Cerebras is the creator of the world's largest chip, the Wafer Scale Engine, and counts the US government, sovereign cloud providers, and OpenAI among its customers. Alongside Eric Vishria from Benchmark, we discussed why Andrew believes that if you are going to attack Goliath, being 10% or even twice as good is not an available strategy and you have to aim…

9. 

   1 Sep 2026 · 1 hr 3 min

   Uncapped #56 | Brian Singerman from GPx

   Brian Singerman is the co-founder of GPx, a fund launched in 2025 alongside Lee Linden of Quiet Capital. GPx backs elite emerging managers at the early stage, then provides programmatic capital to co-lead later-stage investments when those managers choose to bet their career on a breakout company. Before GPx, Brian was a General Partner at Founders Fund for over a decade, where he was involved in investments including Anduril, Stemcentrx, and Airbnb. He transitioned to Partner Emeritus at Founders Fund in December 2024. We discussed Brian's framework for identifying outlier founders, why he…

10. 

    28 Jul 2026 · 47 min

    Uncapped #55 | Tony Xu from DoorDash

    Tony Xu is the co-founder and CEO of DoorDash, the leading local commerce platform in the United States. Since co-founding DoorDash in 2013, Tony has built the company into a publicly traded business operating across 40 countries, spanning restaurants, grocery, convenience, retail, and advertising. We discussed how Tony thinks about AI spend and what it means to be an "atoms company" in a world racing to consume tokens. Tony shared his framework for directing AI toward customer outcomes rather than pure exploration, and why DoorDash's physical world infrastructure becomes more valuable as AI…

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