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

841 Episodes

1. 415. 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture (Ramy Adeeb)

   Published: 8/01/2024
2. Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever “Mac” Conwell II)

   Published: 6/01/2024
3. Investor Stories 329: Lessons Learned (Stack, Tully, Green)

   Published: 4/01/2024
4. Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)

   Published: 1/01/2024
5. Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)

   Published: 30/12/2023
6. Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)

   Published: 28/12/2023
7. Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)

   Published: 25/12/2023
8. Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)

   Published: 23/12/2023
9. Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)

   Published: 21/12/2023
10. 414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)

    Published: 18/12/2023
11. Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)

    Published: 14/12/2023
12. 413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)

    Published: 11/12/2023
13. Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)

    Published: 7/12/2023
14. 412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)

    Published: 4/12/2023
15. Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)

    Published: 30/11/2023
16. 411. Lessons from Liquid Death and Dollar Shave, Why X’s Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)

    Published: 27/11/2023
17. Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)

    Published: 23/11/2023
18. 410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)

    Published: 20/11/2023
19. Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)

    Published: 16/11/2023
20. 409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)

    Published: 13/11/2023