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

841 Episodes

1. Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)

   Published: 9/11/2023
2. 408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily L

   Published: 6/11/2023
3. Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)

   Published: 2/11/2023
4. 407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)

   Published: 30/10/2023
5. Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)

   Published: 26/10/2023
6. 406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)

   Published: 23/10/2023
7. Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)

   Published: 19/10/2023
8. 405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)

   Published: 16/10/2023
9. Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)

   Published: 12/10/2023
10. 404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation

    Published: 9/10/2023
11. Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)

    Published: 5/10/2023
12. 403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)

    Published: 2/10/2023
13. Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)

    Published: 28/09/2023
14. 402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)

    Published: 25/09/2023
15. Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)

    Published: 21/09/2023
16. 401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)

    Published: 18/09/2023
17. Investor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)

    Published: 14/09/2023
18. 400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)

    Published: 11/09/2023
19. Investor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)

    Published: 7/09/2023
20. 399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)

    Published: 4/09/2023