Conversations with people I admire about things I’m genuinely interested in - @jaltma | uncappedpod.com

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Feel free to scroll past this one @endowment_eddie
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"The thing that I think will be the most impactful on that five to 10 year timeframe is AI will actually discover new science."
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"Small n with high engagement is a really good signal." @mamoonha on investing in @zoink early.
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Uncapped episode #9! I absolutely loved my conversation with Qasar Younis, CEO of Applied Intuition. He's wise, effective, authentic, and relentless. Hard to beat, and it's translating into him building an enormous company. Hope you enjoy this as much as I did. (0:31) Psychology of starting a company (17:04) Love for the automotive industry (22:54) Autonomous vehicle landscape (25:45) Deep partnership with customers (28:49) Complexities of being dual use (34:44) Culture being intrinsically contrarian (40:01) Gen AI and humanoid robotics (42:28) More noise than signal in investing (44:14) Evolving with your work (47:43) Companies working is a state in time
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Doomscrolling vs prompting ChatGPT "If I could be my first thing in the morning self all the time, and if I could get technology to do the things I wanted then, I think that'd be great."
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Replying to @dwarkesh_sp
Video card to remind you to remind yourself to make cards
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"Being an independent thinker doesn't mean that you disagree with the herd. It just means you should think independently."
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Friday afternoons are for brotherly banter
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This week's Uncapped guest was @christinacaci, founder of Vanta. We talked about operating in a highly competitive space, what she thinks about investors, the nuts and bolts of building a company, and the mental game of being a founder. Hope you enjoy.
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"LPs love a good story and GPs love to tell a good story."
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