The Cybersecurity Innovation Era

Jake Storm on Why AI is Driving a Massive Cybersecurity Reinvention Cycle

Feb 6 • Uncovered Media, A Bradley, and Sean Lindy

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January 2026

The Factory is the Weapon

Trae Stephens, a partner at Founders Fund, sees a future shaped not just by software, but by industrial-scale, mission-driven manufacturing.

Jan 23 • Uncovered Media, A Bradley, and Sean Lindy

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Where Real AI Value Accrues

Frontier Models are a Depreciating Asset, Depth is the Moat, and the Problem with AI’s ‘Sugar High’ Revenue

Jan 16 • Uncovered Media, A Bradley, and Sean Lindy

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Manifesting the Future: Vinod Khosla, the Instigator Thesis, and the Superhot Geothermal Revolution

Free Energy and Infinite Intelligence: The Blueprint for the Post-Fossil Era

Jan 9 • Uncovered Media, A Bradley, and Nick Madrid

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December 2025

The Bottom-Up Signal

SV Angel’s Topher on Why Intuition and Referrals Beat Theses

Dec 15, 2025 • Uncovered Media and Sean Lindy

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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.

Dec 12, 2025 • Uncovered Media, A Bradley, and Sean Lindy

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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.

Dec 9, 2025 • Uncovered Media, A Bradley, and Sean Lindy

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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…

Dec 5, 2025 • Uncovered Media, A Bradley, and Sean Lindy

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November 2025

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.

Nov 19, 2025 • Uncovered Media, A Bradley, and Sean Lindy

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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.

Nov 14, 2025 • Uncovered Media, A Bradley, and Sean Lindy

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AI: Dystopia or Utopia? Vinod Khosla’s Evolving Thinking on AI

A Decade of Adaptation. From Economic Warnings to a Post-Scarcity Vision

Nov 5, 2025 • Uncovered Media and A Bradley

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From Hype to Synesthesia - Sequoia’s Evolving Thesis on the AI Revolution

Get Thesis Uncovered in your inbox

Nov 4, 2025 • Uncovered Media, A Bradley, and Sean Lindy

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