Uncapped with Jack Altman22 Okt 2025

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 highlights: The system of record being over Wanting to be a founder’s second call Investing with a wide aperture Tom Cruise validating star quality Working with family --- Timestamps: (0:00) Intro (0:25) Making sense of the current cycle (5:31) Investing from inception through IPO (10:36) Depreciation of the system of record (14:04) Value beyond databases (18:46) Winning strategies in venture (23:43) Operating at early-stage (28:56) Navigating investing conflicts (34:29) Wide aperture lens of investing (36:45) Star quality being a reality (40:30) Firm strategy and decision making (48:25) Everything that’s great about golf (54:34) Working with family (57:20) Advice to young professionals --- More on Thomas: https://www.coatue.com/ https://x.com/thomas_coatue More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com

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Episoder(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 Jul 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 Jul 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 Jun 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 Jun 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 Mai 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 Mai 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 Mai 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 Apr 47min