Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing
Podcast Image

DayOne.FM

Betting on Slope: Seed Investing, AI Moats, and Founder Psychology with Uncork’s Amy Saper

11 Dec 2025

Description

Episode SummaryAmy Saper sits at the intersection of Silicon Valley’s AI boom, early-stage company building, and deep operator experience. Now a General Partner at Uncork Capital in San Francisco, she cut her teeth at Twitter, Uber, and Stripe before becoming one of the most sought-after seed investors backing the next generation of AI infrastructure and applications.In this episode of In The Blink of AI, Georgie sits down with Amy for a wide-ranging conversation on how AI is rewriting early-stage investing, what real moats look like in an era of fast-moving models, and why she evaluates founders on slope, not pedigree.Amy breaks down how she invests in AI-enabled apps and infra, why Gamma’s “overnight success” actually took five years, how non-technical investors can still win deeply technical deals, and what founders get wrong about market size. She also shares candid advice about hiring top AI talent (hint: bring your walking shoes), how to stand out as a seed-stage company, and why she’s bullish on cities and policies that embrace innovation.This is an energising, thoughtful, and highly tactical episode for anyone building or backing AI in 2025.In the Blink of AI is made possible by our wonderful partners StripeFor early-stage, venture-backed founders – Stripe Startups is where to start. Enrol in the program and receive access to credits on Stripe fees, expert insights, and a focused community of other founders building on Stripe.Apply for Stripe Startups at dayone.fm/stripeVantaVanta is the all-in-one solution for startups to become compliant quickly and build a security foundation with ease. Startup customers get $1000 off Vanta at http://dayone.fm/blink ✨ Connect with Georgie HealyLinkedin: https://www.linkedin.com/in/georginahealy/Instagram: https://www.instagram.com/georgina_healy/Twitter: https://x.com/georgina__healy?lang=enThe Day One NetworkIn The Blink of AI is part of Day One, the podcast network dedicated to founders, operators & investors.Sign up to get your weekly insights into the up-and-coming AI startups: https://dayone.fm/newsletter Mentioned in this episode:Stripe StartupsFor early-stage, venture-backed founders – Stripe Startups is where to start. Enrol in the program and receive access to credits on Stripe fees, expert insights, and a focused community of other founders building on Stripe. Apply for Stripe Startups at dayone.fm/stripeStripe Ad_Nov 2025_02Vanta Ad_BAI Jul25Vanta Ad_BAI Jul25Vanta Ad_BAI Jul25

Audio
Featured in this Episode

No persons identified in this episode.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes
🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Comments

There are no comments yet.

Please log in to write the first comment.