Uncapped with Jack Altman1 Loka 2025

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, including Mercor, Decagon, and Cursor. He’s seen the arc from inception to IPO many times and recognizes what separates winning startups from the pack. We covered: Pixar’s golden age Exceptional leadership Working with Steve Jobs Twitter going from $0 to $2B Operating beliefs in venture --- Timestamps: (0:00) Intro (0:53) Pixar’s miracle factory (6:28) Working with Steve Jobs (13:23) Ed Catmull and John Lasseter (16:28) Crazy years at Twitter (18:30) Getting monetization right (19:56) Learnings in hindsight (22:37) Elon Musk observations (24:03) Beginning of YC’s growth fund (29:31) Between pre and post traction (33:23) The second job of a CEO (34:35) First Harmonic (35:31) Beliefs in venture --- More on Ali: https://www.firstharmonic.com/ https://x.com/ROWGHANI More on Jack: https://www.altcap.com/ https://x.com/jaltma --- Link to Ali’s referenced blog post: https://www.ycombinator.com/library/3k-the-second-job-of-a-startup-ceo --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com

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Jaksot(55)

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 ...

28 Heinä 47min

Uncapped #54 | Sam Blond from Monaco

Sam Blond is the co-founder and CEO of Monaco, an AI-native revenue automation platform built to replace the CRM as the system of record for sales. Before Monaco, Sam was a Partner at Founders Fund an...

14 Heinä 1h 9min

Uncapped #53 | Trae and Delian from Founders Fund

Trae Stephens is a Partner at Founders Fund and co-founder and Executive Chairman of Anduril Industries, a defense technology company building autonomous systems for the U.S. military and its allies. ...

30 Kesä 1h 11min

Uncapped #52 | Mike Volpi from Hanabi Capital

Mike Volpi is a General Partner at Hanabi Capital, with a background that spans senior operating roles and nearly two decades of investing. Mike currently sits on the boards of several innovative comp...

10 Kesä 56min

Uncapped #51 | Joe Lonsdale from 8VC

Joe Lonsdale is the Founder and Managing Partner at 8VC, an early-stage venture capital firm managing over $6 billion in capital. In 2003, he founded Palantir (NASDAQ:PLTR), a global software company ...

27 Touko 43min

Uncapped #50 | Tobi Lütke from Shopify

Tobi Lütke is the co-founder of Shopify, where he has served as the company's CEO since 2008. Under his leadership, Shopify grew from an online snowboard shop in Ottawa, Canada in 2004 to the world'...

20 Touko 58min

Uncapped #49 | Kevin Hartz & Bennett Siegel from A*

Kevin Hartz and Bennett Siegel are co-founders and GPs at A*, a five year old early-stage venture capital firm with $1B in AUM. A* has invested in companies like Notion, Cape, Whop, Paraform, Simile, ...

12 Touko 36min

Uncapped #48 | Tarek Mansour from Kalshi

Tarek Mansour is the co-founder and CEO of Kalshi. Kalshi is a regulated prediction market exchange valued at $22B in 2026 where people trade on the outcomes of real-world events – things like inflat...

29 Huhti 47min