Uw Uncapped with Jack Altman

Podcast

Uncapped with Jack Altman

Conversations with people we admire about things we’re genuinely interested in. Uncapped and Benchmark Breakfast live here.

Website ↗ Last published 29 October 2026 59 posts collected by Sputnik

Said on Uncapped with Jack Altman

“In this environment, you would need to believe an 18 to 100 story for the next year. … On the surface, that used to be enough where everybody would be super interested if all you heard was it's a software company, like 5 to 18. Whereas now, if that's all you heard, you'd be like, well, why wasn't it 5 to 40? Which is insane.” — Jack Altman, Uncapped with Jack Altman
Jack Altman · 29 Oct 2026 Listen →
“If you touch some grass and you get out of San Francisco and you're like, what will actually make the world a better place? It's not that we're shipping software way faster and way more easily. It's things like people have better housing or people live longer or people live healthier or people have food or people have transportation. Like it's physical things.” — Jack Altman, Uncapped with Jack Altman
Jack Altman · 29 Oct 2026 Listen →
“If you're Eli Lilly and all of your data lives in Anthropic. And then Anthropic's like, hey, by the way, BTW, we got some drugs coming. You're like, okay, well, I don't feel so good now.” — Jack Altman, Uncapped with Jack Altman
Jack Altman · 29 Oct 2026 Listen →
“In Q1 of 2025, Anthropic had 400 million-ish of revenue against 900 million of compute and infra expenses. … Fast forward six quarters, in Q2 of 26, they had 11.6 billion of revenue against 5.6 billion of compute and infra expenses. … Anthropic in six quarters did what it takes a lot of software and technology companies like a decade to prove out, which is, no, these are money printing machines.” — Ev Randle, Uncapped with Jack Altman
Ev Randle · 29 Oct 2026 Listen →
“I heard from a hedge fund guy this theory on shorting stocks. And his theory on shorting stocks was: I never short a messianic founder and I never short a product that people love.” — David George, Uncapped with Jack Altman
David George · 1 Oct 2026 Listen →

Hosts

Uncapped with Jack Altman is hosted by Jack Altman .

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Guests

Keith Rabois (2 episodes), Peter Fenton (2 episodes), Trae Stephens (2 episodes), Vinod Khosla (2 episodes), Garry Tan (2 episodes), Eric Vishria (2 episodes), David Tisch , Delian Asparouhov , Alex Pall , Sarah Guo , Dan Feder , Guillermo Rauch , and 50 more.