Archive - Thesis Uncovered

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 •

Uncovered Media

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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 •

Uncovered Media

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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 •

Uncovered Media

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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 •

Uncovered Media

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

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Nov 4 •

Uncovered Media

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From Stablecoin Utility to Proactive Agents

Shreyas Garg breaks down the search for retention, "magical" experiences, and real-world value.

Nov 4 •

Uncovered Media

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