Uncapped with Jack Altman Uncapped #34 | Mel Williams from TrueBridge
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Nov 25, 2025 Mel Williams, Co-founder of TrueBridge Capital Partners, dives into the intricacies of venture capital and the current frothy market, particularly around AI. He discusses the critical balance between chasing signals versus being a contrarian, highlighting how top firms set themselves apart. Mel emphasizes the importance of strong brand recognition in venture investing and shares insights on doubling down on winning investments. With a focus on seed stage firms, he offers valuable advice for young investors on building networks and recognizing market signals.
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AI Cycle: Big Opportunity With Frothy Early Valuations
- Mel Williams says we're at the leading stages of an AI wave that will drive returns for 10–15 years.
- He also warns the environment feels frothy with very high early-stage valuations and concentrated activity.
More Value And More Carnage Can Coexist
- Mel predicts both widespread carnage and unprecedented value creation over the next decade.
- He frames venture as even more power-law driven today, with bigger winners and bigger losers.
Signal Multiplies Returns For Firms And Startups
- Signal and brand now attract capital, talent, and customers at unprecedented rates.
- That magnified signal advantage amplifies winner-take-most dynamics across companies and firms.