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

877 Episodes

1. 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 Dro

   Published: 22/07/2024
2. Investor Stories 357: Key Advice (Klein, Jensen, Edelson)

   Published: 18/07/2024
3. 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 Fel

   Published: 15/07/2024
4. Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)

   Published: 11/07/2024
5. 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)

   Published: 8/07/2024
6. Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)

   Published: 4/07/2024
7. 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 (Ric

   Published: 1/07/2024
8. Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)

   Published: 27/06/2024
9. 439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)

   Published: 24/06/2024
10. Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)

    Published: 20/06/2024
11. 438. 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)

    Published: 17/06/2024
12. Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)

    Published: 13/06/2024
13. 437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)

    Published: 10/06/2024
14. Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)

    Published: 6/06/2024
15. 436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)

    Published: 3/06/2024
16. Investor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)

    Published: 30/05/2024
17. 435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)

    Published: 27/05/2024
18. Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)

    Published: 23/05/2024
19. 434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)

    Published: 20/05/2024
20. Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)

    Published: 16/05/2024