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  1. Uncapped with Jack Altman
  2. Uncapped #26 | Ali Rowghani
Uncapped #26 | Ali Rowghani

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman · Oct 1, 2025

Ex-Pixar/Twitter COO Ali Rowghani on building 'miracle factories,' Steve Jobs's thinking, and navigating the perilous 'sapling stage' of startups.

A Founder's Job Switches From Product PM to Company PM After Finding Traction

After achieving repeatability, the founder/CEO has a 'second job.' They must stop building and selling the product themselves and start building the company that does it for them. This means shifting from being the PM of the product to becoming the PM of the company.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

Startups Die in the Post-Seed 'Sapling Phase,' Not at Inception

The deadliest startup phase is the 'sapling' stage: post-launch but pre-repeatability (under ~$5M ARR). Unlike the seed stage (planting) or scale stage (tree), this phase requires bespoke, non-scalable help to navigate the maze of finding the right customer and problem before the company withers.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

Pixar's 'Miracle Factory' Succeeded by Rejecting Hedging and Going All-In on Each Film

Unlike studios that hedge with a slate of films, Pixar committed 100% to one director's passionate vision at a time. This 'all-in' mentality, where the studio's future depended on each project, was the foundation of its repeatable greatness and forced every film to be a success.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

$1M ARR Is Not Product-Market Fit; $5M ARR with Repeatability Is

Founders often mistake $1M ARR for product-market fit. The real milestone is proven repeatability: a predictable way to find and win a specific customer profile who reliably renews and expands. This signal of a scalable business model typically emerges closer to the $5M-$10M ARR mark.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

Steve Jobs's True Genius Was Obsessively Refining His Own Thinking Process

Beyond his known skills, Steve Jobs's core practice was metacognition. He treated his own thinking as a tool to be perpetually sharpened, constantly working on its elegance and discipline. This focus on the 'generator function' of his mind was the source of his profound impact.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

Twitter's Product Failures Stemmed From an Outdated Mental Model of Its Users

Companies must actively fight the inertia of their customer understanding. Twitter's leadership held a stale mental model of its users, leading them to ship a feature that broke the platform for its most engaged cohort, whom they didn't realize were a core demographic.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

Twitter's Monetization Succeeded by Making the Ad and Content Units Identical

A key to Twitter's early business success was making its ad and content formats the same: a tweet. This design choice made ads feel native and relevant, allowing brands to participate in real-time cultural moments. The model also seamlessly translated to mobile, avoiding Facebook's initial struggles.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago

Pixar De-Risked 'All-in' Bets by Remaking Films Dozens of Times as Prototypes

Pixar's 'no hedging' culture was supported by a rigorous prototyping process. Directors created 'story reels' (moving comic strips) of the entire film 3-4 times a year. This forced rapid iteration and feedback from the studio's 'brain trust,' ensuring quality improved dramatically before full production.

Uncapped #26 | Ali Rowghani thumbnail

Uncapped #26 | Ali Rowghani

Uncapped with Jack Altman·5 months ago