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Why Infrastructure Comes First
Frédérique Dame helped scale Uber to 400 cities. Now she applies those lessons to fix the gaps in women's health and agentic commerce.
 • Uncovered Media, A Bradley, and Sean Lindy
Y Combinator’s Strategy for Building Durable Startups
Why Michael Seibel and Dalton Caldwell Insist There Is Still Time to Do Great Work in the Era of AI.
 • Uncovered Media, A Bradley, and Sean Lindy
Y Combinator’s “Hard Tech” Bet
AI has a secret bottleneck. A top YC partner reveals the "physical wall" everyone's about to hit and the "lights out" datacenter bet designed to break…
 • Uncovered Media, A Bradley, and Sean Lindy
Beyond the Hype: Cathy Gao’s Focus on Vertical AI and the ‘10x Provider’
Forget Microsoft. Cathy Gao is betting $1B that 'insanely deep' AI startups will win. Here's her strategy.
 • Uncovered Media, A Bradley, and Sean Lindy
The AI-Native System of Record
Why John Locke Is Convinced the Real AI Winners Won’t Be Wrappers, But the Boring Systems They Run On.
 • Uncovered Media, A Bradley, and Sean Lindy
AI: Dystopia or Utopia? Vinod Khosla’s Evolving Thinking on AI
A Decade of Adaptation. From Economic Warnings to a Post-Scarcity Vision
 • Uncovered Media and A Bradley
From Hype to Synesthesia - Sequoia’s Evolving Thesis on the AI Revolution
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 • Uncovered Media, A Bradley, and Sean Lindy
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We help founders and other investors by highlighting the distinct operating styles and thought processes behind some of the best VCs.
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