Uncapped with Jack Altman20 Aug 2025

Uncapped #22 | Greg Rosen from BoxGroup

Greg Rosen is a Partner at BoxGroup. Greg was the first hire at BoxGroup outside of the founders, David Tisch and Adam Rothenberg. After moving to the West Coast to work with Benchmark and Bedrock, Greg rejoined BoxGroup and currently invests out of their San Francisco office. An engineer by training, Greg built iOS games in high school before dropping out of college at 19 to join Jim Pallotta's venture fund in New York City.

BoxGroup is an NYC-based seed stage venture capital firm that has invested in over 500 seed-stage startups over the last 15 years, including Plaid, Ro, Ramp, Clay, Scopely, Warp, Cursor, PillPack, Amplitude, Flatiron Health, Stripe, Warby Parker, Harry’s, Oscar, Flexport, Classpass, Vine, GroupMe, Airtable and more.

We covered:

Being collaborative at scale
Avoiding adverse selection
Getting to a yes instead of no
Venture calendar audits
Running the right strategy

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Timestamps:

(0:00) Intro

(0:47) The collaborative venture model

(5:47) Adverse selection vs coverage

(11:59) How to see a ton of companies

(14:44) Getting to founders early

(21:10) Helping teammates get to a yes

(23:25) Why there aren’t more BoxGroups

(27:57) What’s learnable about picking

(31:46) Calendar auditing

(34:39) Focusing on where you’re outlier

(37:25) Depth vs breadth of network

(41:03) The future of code

(44:00) Brain computers

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Episoder(57)

Uncapped #57 | Andrew Feldman from Cerebras

Andrew Feldman is the co-founder and CEO of Cerebras Systems, the AI chip company he founded in 2016 around a single radical insight: that winning in compute requires not incremental improvement but a...

15 Sep 1h 2min

Uncapped #56 | Brian Singerman from GPx

Brian Singerman is the co-founder of GPx, a fund launched in 2025 alongside Lee Linden of Quiet Capital. GPx backs elite emerging managers at the early stage, then provides programmatic capital to co-...

1 Sep 1h 2min

Uncapped #55 | Tony Xu from DoorDash

Tony Xu is the co-founder and CEO of DoorDash, the leading local commerce platform in the United States. Since co-founding DoorDash in 2013, Tony has built the company into a publicly traded business ...

28 Jul 47min

Uncapped #54 | Sam Blond from Monaco

Sam Blond is the co-founder and CEO of Monaco, an AI-native revenue automation platform built to replace the CRM as the system of record for sales. Before Monaco, Sam was a Partner at Founders Fund an...

14 Jul 1h 9min

Uncapped #53 | Trae and Delian from Founders Fund

Trae Stephens is a Partner at Founders Fund and co-founder and Executive Chairman of Anduril Industries, a defense technology company building autonomous systems for the U.S. military and its allies. ...

30 Jun 1h 11min

Uncapped #52 | Mike Volpi from Hanabi Capital

Mike Volpi is a General Partner at Hanabi Capital, with a background that spans senior operating roles and nearly two decades of investing. Mike currently sits on the boards of several innovative comp...

10 Jun 56min

Uncapped #51 | Joe Lonsdale from 8VC

Joe Lonsdale is the Founder and Managing Partner at 8VC, an early-stage venture capital firm managing over $6 billion in capital. In 2003, he founded Palantir (NASDAQ:PLTR), a global software company ...

27 Mai 43min

Uncapped #50 | Tobi Lütke from Shopify

Tobi Lütke is the co-founder of Shopify, where he has served as the company's CEO since 2008. Under his leadership, Shopify grew from an online snowboard shop in Ottawa, Canada in 2004 to the world's...

20 Mai 58min