How AI Is Rewriting Seed Investing — Uncapped (Condensed with Kevin Hartz & Bennett Siegel)

When AI reshapes the platform, the rules of seed investing change overnight—this condensed Uncapped captures that shift. Original episode ~60 minutes, now distilled to ~15 minutes for quick listening. Host Jack Altman sits down with Kevin Hartz and Bennett Siegel of AAR to unpack how AI hype, larger funds, and higher follow-on prices are altering valuation dynamics, founder dilution, and fund incentives. Learn AAR’s playbook: lead small, source proprietary deals, back researcher-founders, and concentrate reserves on winners through A and B rounds. Hear practical takeaways on founder selection, reserve strategy, risks around rollups, and where to expect durable AI-driven value (application-layer AI, robotics, edge). Keywords: seed investing, venture capital, AI startups, founder strategy, follow-on discipline. Whether you’re a founder navigating dilution or an investor rethinking seed strategy, this summary gives the key ideas fast. Listen now to get the essential insights in minutes.