Uncapped with Jack Altman12 Nov 2025

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 with less than 100 people Running a marathon on every continent in 81+ hrs --- Timestamps: (0:00) Introduction (0:34) Why robotics is suddenly booming (1:48) AI unlocking the next wave (3:31) Special-purpose vs generalized (5:32) Designing robots people actually use (9:00) Building for scale, impact, and affordability (12:17) The myth of the humanoid robot (15:04) Trust, safety, and privacy in your home (17:51) The data powering robotics intelligence (21:01) Why Kyle keeps starting hard companies (22:32) The 100-person rule and elite teams (26:10) How to move fast and actually ship (27:28) What home robotics will do first (35:05) Home security applications (37:07) Robots should elevate our standard of living (38:41) Lessons from Tesla vs Waymo (41:08) Thoughts on when to sell the company (42:41) Running marathons on every continent --- More on Kyle: https://www.bot.co/ https://x.com/kvogt More on Jack: https://www.altcap.com/ https://x.com/jaltma --- https://linktr.ee/uncappedpod Email: friends@uncappedpod.com

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Avsnitt(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 Juli 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 Juli 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 Juni 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 Juni 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 Maj 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 Maj 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 Maj 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