Uncapped #30 | Alex Pall from The Chainsmokers

More from Uncapped with Jack Altman All episodes →

1. 

   3 Dec 2025 · 52 min

   Uncapped #35 | Trae Stephens from Founders Fund

   Trae Stephens is a Partner at Founders Fund. He is also Co-founder and Executive Chairman of Anduril, a defense tech company focused on autonomous systems, and Co-founder of Sol, a next generation wearable e-reader. Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth in the intelligence/defense space as well as international expansion. He was also an integral part of the product team, leading the design and strategy for new product offerings. Prior to Palantir, Trae worked as a computational linguist building enterprise solutions to…

2. 

   25 Nov 2025 · 41 min

   Uncapped #34 | Mel Williams from TrueBridge

   Mel Williams is a co-founder and Partner at TrueBridge Capital Partners, a fund of funds with $8 billion in AUM focused on venture capital. Since 2007, Mel’s team has backed firms like Thrive, Founders Fund, Sequoia, and Alt Capital, and powers the data behind the Forbes Midas List. Before TrueBridge, Mel co-founded UNC Management Company (UNCMC), where he worked closely with the President/CIO to manage over $2 billion of endowment capital for the University of North Carolina. We covered: Investing in frothy markets Doubling down on winners Seed vs multi-stage Picking managers ---…

3. 

   20 Nov 2025 · 50 min

   Uncapped #33 | Vlad Tenev from Robinhood

   Vlad Tenev is the co-founder and CEO of Robinhood (NASDAQ: HOOD), which transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. As of Q3 2025, the company is doing $1.27 billion in revenue with 11 business lines each doing roughly $100 million. We discuss the evolution of online brokerage platforms from Schwab to E-Trade to now Robinhood. Vlad delves into the launch of Robinhood, the impact of the global financial crisis, and how mobile and high-frequency trading have transformed finance. The conversation…

4. 

   12 Nov 2025 · 46 min

   Uncapped #32 | Kyle Vogt from The Bot Company

   Kyle Vogt is a serial entrepreneur and engineer often recognized as the co-founder and former CEO of Cruise, the autonomous vehicle company acquired by General Motors for $1 billion. Before Cruise, he co-founded Twitch, which transformed how people watch and share gaming online. Kyle is now building a new company at the frontier of intelligent home automation, aiming to bring advanced robotics into everyday life. A few highlights: Labs beginning to see their ChatGPT moment Most robots will be specialized, not humanoids Robots will be cooking steaks in less than 5 yrs Indefinitely operating…

5. 

   5 Nov 2025 · 57 min

   Uncapped #31 | Dylan Field from Figma

   Dylan Field is the co-founder and CEO of Figma, a design software company that went public in July 2025. Founded in 2012, Figma transformed how people design, prototype, and build products together. After a $20 billion acquisition attempt by Adobe collapsed in 2022 because of regulators, Dylan helped Figma rebound stronger than ever. Just three years later, Figma listed its shares at nearly $20 billion and its stock price more than tripled on its first trading day. A few highlights: Expanding a sleepy market Merging of designers and product roles Counter-narrative to polarizing CEOs If…

6. 

   22 Oct 2025 · 1 hr 3 min

   Uncapped #29 | Thomas Laffont from Coatue

   Thomas Laffont is the co-founder of Coatue, one of the world’s largest technology investment platforms active in both the public and private markets. Thomas leads the firm’s private investment platforms across early-stage and growth, and oversees their software investments across private and public markets. Coatue has partnered with some of the most enduring and impactful companies of the last two decades, including Applied Intuition, Canva, Databricks, Figma and Rippling. Thomas began his career at the Creative Arts Agency, where he represented artists in film and television. A few…

7. 

   15 Oct 2025 · 1 hr 3 min

   Uncapped #28 | Roelof Botha from Sequoia

   Roelof Botha joined Sequoia in 2003 and serves as the managing partner and steward. Roelof led early investments in YouTube, Instagram, Natera, and MongoDB among others. He currently sits on the board of Natera, Unity, Block (fka Square), MongoDB, Ethos, Pendulum, Airtime, and Flow Engineering. Roelof also co-led Sequoia’s backing of Elon Musk’s acquisition of Twitter (now X) in 2022. Prior to Sequoia, Roelof was the CFO of PayPal and led the company’s IPO at the age of 28, and later through its acquisition by eBay. We covered: Paranoia that drives success Venture not being an asset class…

8. 

   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…

9. 

   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,…

10. 

    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…