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

877 Episodes

1. 423. The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)

   Published: 4/03/2024
2. Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)

   Published: 29/02/2024
3. 422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)

   Published: 26/02/2024
4. Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)

   Published: 22/02/2024
5. 421. 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)

   Published: 19/02/2024
6. Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)

   Published: 15/02/2024
7. 420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)

   Published: 12/02/2024
8. Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)

   Published: 8/02/2024
9. 419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)

   Published: 5/02/2024
10. Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)

    Published: 1/02/2024
11. 418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)

    Published: 29/01/2024
12. Investor Stories 332: Best LP Question (Stack, Tully, Green)

    Published: 25/01/2024
13. 417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)

    Published: 22/01/2024
14. Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)

    Published: 18/01/2024
15. 416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)

    Published: 15/01/2024
16. Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)

    Published: 11/01/2024
17. 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
18. 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
19. Investor Stories 329: Lessons Learned (Stack, Tully, Green)

    Published: 4/01/2024
20. 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