Uncapped #22 | Greg Rosen from BoxGroup

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1. 

   8 Oct 2025 · 58 min

   Uncapped #27 | Vince Hankes from Thrive Capital

   Vince Hankes is a Partner at Thrive Capital where he’s worked on investments in OpenAI, SpaceX, Databricks, and Stripe among others. Vince invests across all stages and currently sits on the board of Airtable, Benchling, Console, Isomorphic, Lattice and Rogo. Prior to joining Thrive, Vince was an investor at Tiger Global. We covered: Non-consensus investing Writing billion dollar checks Buying Carvana at the bottom The value of compounding What matters most to Thrive --- Timestamps: (0:00) Intro (0:50) The evolution of Thrive (4:22) Instagram, Github, and Stripe (7:57) Qualitative, then…

2. 

   1 Oct 2025 · 41 min

   Uncapped #26 | Ali Rowghani

   Ali Rowghani is the founder of First Harmonic, a go-to-market program purpose-built for seed stage founders. Ali has had a long, distinguished career in tech. He worked with Steve Jobs and Ed Catmull at Pixar for nine years holding various roles including CFO and SVP of Strategic Planning, took Twitter from $0 in revenue through IPO as the CFO and COO, and most recently was the founding Managing Director of Y Combinator’s Continuity Fund where he led investments in DoorDash, Stripe, Coinbase, Zapier, among many others. Ali has also invested as an early angel in several breakout AI companies,…

3. 

   24 Sep 2025 · 50 min

   Uncapped #25 | Lulu Cheng Meservey

   Lulu Cheng Meservey is the leading voice in the new age of PR and comms and is the founder of Rostra, an advisory firm helping founders go direct. Lulu has been a trusted voice for founders like Palmer Luckey at Anduril, Eric Glyman at Ramp, and Brian Armstrong at Coinbase. She previously ran corporate affairs and communications for Activision Blizzard and was the head of comms for Substack. Lulu writes an acclaimed newsletter called Flack , where she proposes her new playbook for communications and shares tactical advice for how to help win over the people who matter, without wasting time…

4. 

   18 Sep 2025 · 51 min

   Uncapped #24 | Balaji Srinivasan

   Balaji Srinivasan is an angel investor, tech founder, and WSJ bestselling author of The Network State. He is currently the founder of The Network School, a frontier community for techno-optimists. Formerly the CTO of Coinbase and General Partner at Andreessen Horowitz, he is an early investor in many successful tech companies, including Anduril, Perplexity, OpenSea, Alchemy, StarkWare, Dapper Labs, Benchling, and Polymarket to name a few. Balaji also led the launch of USDC as Coinbase CTO, and was an early investor in many important crypto protocols including Bitcoin, Ethereum, and Solana…

5. 

   3 Sep 2025 · 52 min

   Uncapped #23 | Martin Casado from a16z

   Martin Casado is a general partner at a16z, where he leads the firm’s $1.25 billion infrastructure practice. Martin has led investments in Cursor, dbt Labs, and Fivetran to name a few. Prior to joining a16z in 2016, he was the co-founder and CTO of Nicira, which was acquired by VMware for $1.26B. While at VMware, Martin was the SVP and GM of network and security, which he scaled to a $600 million run-rate business. Martin started his career at Lawrence Livermore National Laboratory where he worked on large-scale simulations for the Department of Defense before moving over to work with the…

6. 

   13 Aug 2025 · 47 min

   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…

7. 

   6 Aug 2025 · 1 hr 1 min

   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…

8. 

   30 Jul 2025 · 52 min

   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…

9. 

   23 Jul 2025 · 1 hr 18 min

   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…

10. 

    16 Jul 2025 · 43 min

    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…