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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
1
January 2026
Betting on the AI Stack
How engineer-turned-investor Jon Chu evaluates foundational AI technology.
Jan 30
•
Uncovered Media
,
A Bradley
, and
Sean Lindy
1
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
1
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
1
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
Sean Lindy
3
1
December 2025
The Bottom-Up Signal
SV Angel’s Topher on Why Intuition and Referrals Beat Theses
Dec 15, 2025
•
Uncovered Media
,
A Bradley
, and
Sean Lindy
2
1
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
2
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
1
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
2
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
2
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
3
1
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
,
A Bradley
, and
Sean Lindy
3
1
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