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

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 partnersDeelGlobal hiring and payroll can be a headache. Deel brings HR, IT and payroll together in one platform, helping companies including Shopify, Revolut and ElevenLabs scale internationally.Ready to expand your business?Build your global team with Deel at deel.com/dayone. ✨ Connect with Georgie HealyWeekly Substack: https://georgiehealy.substack.com/Linkedin: https://www.linkedin.com/in/georginahealy/Instagram: https://www.instagram.com/georginahealytech/The 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 Jul25Deel x PX_Post Intro