The Next Generation of Software | Mamoon Hamid, Partner at Kleiner Perkins | Ep. 16

ℹ️ EPISODE INFO

Released

July 9, 2025

Duration

1h 3m

Channel

Uncapped with Jack Altman

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

(If you enjoyed this, please like and subscribe!) Mamoon Hamid is a Partner at Kleiner Perkins. He has been an early investor in and served on the boards of some of the most innovative software companies of recent times including Slack, Figma, Rippling, Glean and Box. Prior to joining Kleiner Perkins, Mamoon was a Co-founder and General Partner at Social Capital. He started his venture career in 2005 at U.S. Venture Partners (USVP) where he eventually became Partner. Mamoon came to Silicon Valley in 1997 to join Xilinx, a Kleiner Perkins company, where he spent six years, initially as an engineer and later in product and marketing roles. We covered:

• Comparing innovation cycles
• AI’s $60 trillion opportunity
• The future of robotics
• Reigniting a storied firm
• Investing in Box, Slack, and Figma

Timestamps: (0:00) Intro (0:29) The dot-com bubble (7:12) Web 2.0 and cloud (16:03) Early days of mobile (17:51) AI’s $60 trillion opportunity (21:48) Where to invest in AI (28:39) The future of robotics (32:35) Reigniting a storied firm (41:36) Growing vs recruiting talent (46:42) Win rate aspirations (49:16) Investing in Box, Slack, and Figma (54:36) Assessing founders (57:14) Kleiner Perkins’ strategy (1:00:52) Family and faith More on Kleiner Perkins and Mamoon: https://www.kleinerperkins.com/ https://x.com/mamoonha More on Alt Capital and Jack: https://www.altcap.com/ https://x.com/jaltma https://linktr.ee/uncappedpod Email: friends@uncappedpod.com

🎤 SPEAKERS

• Mamoon Hamid

  guest

• Jack Altman

  host

🧾 EPISODE SUMMARY

In this episode of Uncapped with Jack Altman, featuring Mamoon Hamid and Jack Altman, The Next Generation of Software | Mamoon Hamid, Partner at Kleiner Perkins | Ep. 16 explores mamoon Hamid on AI investing, VC cycles, and Kleiner’s revival Hamid recounts entering Silicon Valley during the dot-com boom, learning how hype can detach from fundamentals, and how the best investors keep an open mind while being rigorous about timing. He then walks through the emergence of Web 2.0, cloud/SaaS adoption (which took longer than people remember), and mobile’s maturation from wrappers to native apps driven by games and killer apps.

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