The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

484. Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age (Jeff Bussgang)

02 Jun 2025

Contributed by Lukas

Jeff Bussgang of Flybridge Capital joins Nick to discuss Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for...

Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)

29 May 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Godard Abel Manish Patel Han Shen We asked guests to disc...

Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)

26 May 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Mike Whitmire David Garcia We asked guests for...

Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)

22 May 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Bradley Tusk Jon Terbell and Ted Clark We ask...

483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)

19 May 2025

Contributed by Lukas

Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover...

Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)

15 May 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jill Chase Eric Boduch Mike Whitmire We asked guests to s...

482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)

12 May 2025

Contributed by Lukas

Casber Wang of Sapphire Ventures joins Nick to discuss How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the...

Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)

08 May 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Jon Terbell and Ted Clark We asked...

481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)

05 May 2025

Contributed by Lukas

Paul Madera of Meritech Capital joins Nick to discuss Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thi...

Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)

01 May 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Mike Whitmire David Garcia Bradley Tusk Each investor hig...

480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples)

28 Apr 2025

Contributed by Lukas

Mike Maples of Floodgate joins Nick to discuss The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why th...

Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)

24 Apr 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rusty Ralston and Jay Patil Mathias Schilling Kevin Stevens ...

479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture's Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik)

21 Apr 2025

Contributed by Lukas

Chris Rizik of Renaissance Venture Capital joins Nick to discuss Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Mat...

Investor Stories 397: Key Advice (Ho, Yunger, Tusk)

17 Apr 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Bradley Tusk We asked guests for t...

478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh Dash)

14 Apr 2025

Contributed by Lukas

Somesh Dash of IVP joins Nick to discuss Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David...

Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)

10 Apr 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Mike Whitmire David Garcia We asked guests to ...

477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)

07 Apr 2025

Contributed by Lukas

Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and...

Investor Stories 395: Best LP Question (Upham, Ho, Yunger)

03 Apr 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Gregory Ho Oren Yunger We asked guests to shar...

476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)

31 Mar 2025

Contributed by Lukas

Ryan Delk of Primer joins Nick to discuss Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khos...

Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)

27 Mar 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jill Chase Eric Boduch Mike Whitmire We asked guests to t...

475. Non-Dilutive Capital That's More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh)

24 Mar 2025

Contributed by Lukas

Vince Hsieh of Cypress Growth Capital joins Nick to discuss Non-Dilutive Capital That's More Flexible Than Debt, Why Ruthless Prioritization Leads to...

Investor Stories 393: Why I Passed (Ho, Yunger, Chau)

20 Mar 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Laura Chau Each investor highlight...

474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)

17 Mar 2025

Contributed by Lukas

Kyle York of York IE joins Nick to discuss The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Succ...

Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)

13 Mar 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides We asked guests to d...

473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)

10 Mar 2025

Contributed by Lukas

Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, ...

Investor Stories 391: Key Advice (Upham, Patil, Chase)

06 Mar 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Sandeep Patil Jill Chase We asked guests for t...

472. DeepSeek's Impact on Other LLMs, AI's Effect on Software Engineering, Nvidia's Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)

03 Mar 2025

Contributed by Lukas

Joseph Ruscio of Heavybit joins Nick to discuss DeepSeek's Impact on Other LLMs, AI's Effect on Software Engineering, Nvidia's Future, and the Next W...

Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)

27 Feb 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Heidi Roizen Eric Boduch Gregory Ho We asked guests to di...

471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)

24 Feb 2025

Contributed by Lukas

Shashank Saxena of Sierra Ventures joins Nick to discuss How AI Transforms Services into Software and Revolutionizes Enterprise SaaS. In this episode...

Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)

20 Feb 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Alexa von Tobel Adam Felesky Sandeep Patil We asked guest...

470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer)

17 Feb 2025

Contributed by Lukas

Mike Schroepfer of Gigascale Capital joins Nick to discuss The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportun...

Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)

13 Feb 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Heidi Roizen Phin Upham Gregory Ho We asked guests to tel...

469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)

10 Feb 2025

Contributed by Lukas

Daniela Binatti of Pismo joins Nick to discuss Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the...

Investor Stories 387: Why I Passed (Patil, Chase, Boduch)

06 Feb 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sandeep Patil Jill Chase Eric Boduch Each investor highli...

468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

03 Feb 2025

Contributed by Lukas

Shamin Walsh of BAM Ventures joins Nick to discuss When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increas...

Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)

30 Jan 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Mike Whitmire We asked guests to d...

467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)

27 Jan 2025

Contributed by Lukas

Barry Schuler of DFJ Growth Ventures joins Nick to discuss Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and...

Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)

23 Jan 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Eric Boduch We asked guests for...

466. Investing in xAI, Wiz, and Flexport; Masayoshi Son's Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)

20 Jan 2025

Contributed by Lukas

Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son's Superpower; How Elon Will Win the LLM War;...

Investor Stories 384: Visionary Founders (Upham, Patil, Chase)

16 Jan 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Sandeep Patil Jill Chase We asked guests to di...

465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)

13 Jan 2025

Contributed by Lukas

Craig Shapiro of Collaborative Fund joins Nick to discuss The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Fol...

Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)

09 Jan 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Mike Droesch Sami Inkinen Heidi Roizen We asked guests to...

Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)

07 Jan 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Alexa von Tobel Adam Felesky Sandeep Patil We asked guest...

Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)

02 Jan 2025

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham Each investor highli...

Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

30 Dec 2024

Contributed by Lukas

In this special replay episode Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affe...

Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)

26 Dec 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Mike Droesch Sandeep Patil Jill Chase We asked guests to ...

Replay - Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)

23 Dec 2024

Contributed by Lukas

In this special replay episode Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Do...

Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)

19 Dec 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We ask...

464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They're Obvious (Han Shen)

16 Dec 2024

Contributed by Lukas

Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and Ho...

Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)

12 Dec 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Adam Felesky Mike Droesch Sami Inkinen We asked guests to...

463. Lessons from Larry Page, Why Subscriptions Won't Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products (Manish Patel)

09 Dec 2024

Contributed by Lukas

Manish Patel of Nava Ventures joins Nick to discuss Lessons from Larry Page, Why Subscriptions Won't Work in the Era of AI, How Enterprises Will Adop...

Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)

05 Dec 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Pejman Nozad James Joaquin Rick Heitzmann We asked guests...

462. The Founder and CEO of G2 on AI's Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)

02 Dec 2024

Contributed by Lukas

Godard Abel of G2 joins Nick to discuss The Founder and CEO of G2 on AI's Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managi...

Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)

28 Nov 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Mike Droesch Sami Inkinen We asked gu...

461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

25 Nov 2024

Contributed by Lukas

Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewab...

Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)

21 Nov 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rick Heitzmann Alexa Von Tobel Adam Felesky Each investor...

460. Why Culture is King, The Role of "Founder Mode" in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)

18 Nov 2024

Contributed by Lukas

Mathias Schilling of Headline joins Nick to discuss Why Culture is King, The Role of "Founder Mode" in Building Iconic Companies, Lessons From 25 Yea...

Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)

14 Nov 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham We asked guests to d...

459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it's at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)

11 Nov 2024

Contributed by Lukas

Rusty Ralston and Jay Patil of Swell VC joins Nick to discuss Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI Whi...

Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)

07 Nov 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Katelin Holloway Adam Felesky Mike Droesch We asked guest...

458. Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)

04 Nov 2024

Contributed by Lukas

Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Eq...

Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel)

31 Oct 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We ask...

457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)

28 Oct 2024

Contributed by Lukas

Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Inv...

Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway)

24 Oct 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Jake Yormak Katelin Holloway We asked gue...

456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark)

21 Oct 2024

Contributed by Lukas

Jon Terbell and Ted Clark of FourBridge Partners joins Nick to discuss LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, H...

Investor Stories 370: Lessons Learned (Nozad, Joaquin, Heitzmann)

17 Oct 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Pejman Nozad James Joaquin Rick Heitzmann We asked guests...

455. From Campaigns to Code: The Intersection of Tech, Politics, and Regulation (Bradley Tusk)

14 Oct 2024

Contributed by Lukas

Bradley Tusk of Tusk Ventures joins Nick to discuss From Campaigns to Code: The Intersection of Tech, Politics, and Regulation. In this episode we co...

Investor Stories 369: Why I Passed (Yormak, Bhattacharyya, Holloway)

10 Oct 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jake Yormak Ambar Bhattacharyya Katelin Holloway Each inv...

454. Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition (David Garcia)

07 Oct 2024

Contributed by Lukas

David Garcia of Digitt joins Nick to discuss Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, ...

Investor Stories 368: Disruptive Forces (Klein, Joaquin, Felesky)

03 Oct 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein James Joaquin Adam Felesky We asked guests to ...

453. Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture (Mike Whitmire)

30 Sep 2024

Contributed by Lukas

Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your...

Investor Stories 367: Key Advice (Rueckert, Patricof, Strebulaev)

26 Sep 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Alan Patricof Ilya Strebulaev We asked guest...

452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative "Takeunders" the Solution to Lina Khan's FTC Agenda (Laura Chau)

23 Sep 2024

Contributed by Lukas

Laura Chau of Canaan joins Nick to discuss Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative "Takeunders" the Soluti...

Investor Stories 366: Visionary Founders (Strebulaev, Nozad, Joaquin)

19 Sep 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Pejman Nozad James Joaquin We asked guest...

451. Who Wins in the Cat and Mouse Game of Cyber, Open Source's Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? (Oren Yunger)

16 Sep 2024

Contributed by Lukas

Oren Yunger of Notable Capital joins Nick to discuss Who Wins in the Cat and Mouse Game of Cyber, Open Source's Role in Security, The Dealflow Networ...

Investor Stories 365: Best LP Question (Tunguz, Rotman, Patricof & Levy)

12 Sep 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Alan Patricof & Abby Miller Levy ...

450. The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success (Gregory Ho)

09 Sep 2024

Contributed by Lukas

Gregory Ho of Spring Mountain Capital joins Nick to discuss The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impac...

Investor Stories 364: Disruptive Forces (Bhattacharyya, Heitzmann, von Tobel)

05 Sep 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We ask...

449. Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain (Eric Boduch)

02 Sep 2024

Contributed by Lukas

Eric Boduch of Venture Studio 24 and Up and Revcast joins Nick to discuss Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Constru...

Investor Stories 363: Key Advice (Tunguz, Nozad, Joaquin)

29 Aug 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Pejman Nozad James Joaquin We asked guests ...

448. Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024 (Jill Chase)

26 Aug 2024

Contributed by Lukas

Jill Chase of CapitalG joins Nick to discuss Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and E...

Investor Stories 362: Lessons Learned (Patricof, Strebulaev, Yormak)

22 Aug 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Alan Patricof Ilya Strebulaev Jake Yormak We asked guests...

447. From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics (Sandeep Patil)

19 Aug 2024

Contributed by Lukas

Sandeep Patil of QED Investors joins Nick to discuss From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market...

Investor Stories 361: Why I Passed (Jensen, Nozad, Joaquin)

15 Aug 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Pejman Nozad James Joaquin Each investor hi...

446. Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything (Phin Upham)

12 Aug 2024

Contributed by Lukas

Phin Upham of Haymaker Ventures joins Nick to discuss Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything. In this ...

Investor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)

08 Aug 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Abby Miller Levy We asked gues...

445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)

05 Aug 2024

Contributed by Lukas

Heidi Roizen of Threshold Ventures joins Nick to discuss Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffl...

Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)

01 Aug 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson We asked guests to ...

444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)

29 Jul 2024

Contributed by Lukas

Sami Inkinen of Virta Health joins Nick to discuss Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Techn...

Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)

25 Jul 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Abby Miller Levy Ilya Strebulaev Pejman Nozad We asked gu...

443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)

22 Jul 2024

Contributed by Lukas

Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, ...

Investor Stories 357: Key Advice (Klein, Jensen, Edelson)

18 Jul 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson We asked guests for...

442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)

15 Jul 2024

Contributed by Lukas

Adam Felesky of Portage joins Nick to discuss The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether ...

Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)

11 Jul 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman We asked guests t...

441. ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)

08 Jul 2024

Contributed by Lukas

Alexa von Tobel of Inspired Capital joins Nick to discuss ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back ...

Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)

04 Jul 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Alan Patricof Ilya Strebulaev Each investor hi...

440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)

01 Jul 2024

Contributed by Lukas

Rick Heitzmann of First Mark joins Nick to discuss Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn...

Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)

27 Jun 2024

Contributed by Lukas

439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)

24 Jun 2024

Contributed by Lukas

Katelin Holloway of Seven Seven Six joins Nate to discuss The Question that Every Investor Should Ask, Teasing out the Characteristics of Generationa...

Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)

20 Jun 2024

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert We asked guests to...