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

881 Episodes

1. 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)

   Published: 03/03/2025
2. Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)

   Published: 27/02/2025
3. 471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)

   Published: 24/02/2025
4. Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)

   Published: 20/02/2025
5. 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)

   Published: 17/02/2025
6. Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)

   Published: 13/02/2025
7. 469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)

   Published: 10/02/2025
8. Investor Stories 387: Why I Passed (Patil, Chase, Boduch)

   Published: 06/02/2025
9. 468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

   Published: 03/02/2025
10. Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)

    Published: 30/01/2025
11. 467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)

    Published: 27/01/2025
12. Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)

    Published: 23/01/2025
13. 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)

    Published: 20/01/2025
14. Investor Stories 384: Visionary Founders (Upham, Patil, Chase)

    Published: 16/01/2025
15. 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)

    Published: 13/01/2025
16. Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)

    Published: 09/01/2025
17. Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)

    Published: 07/01/2025
18. Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)

    Published: 02/01/2025
19. 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)

    Published: 30/12/2024
20. Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)

    Published: 26/12/2024