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Betting on Slope: Seed Investing, AI Moats, and Founder Psychology with Uncork’s Amy Saper
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Episode Summary
Amy 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.
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Stripe Startups
For 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/stripe
Vanta Ad_BAI Jul25
Vanta Ad_BAI Jul25
57 episodes
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