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

867 Episodes

1. 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
2. Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)

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

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

   Published: 02/01/2025
5. 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
6. Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)

   Published: 26/12/2024
7. Replay - 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 A

   Published: 23/12/2024
8. Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)

   Published: 19/12/2024
9. 464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)

   Published: 16/12/2024
10. Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)

    Published: 12/12/2024
11. 463. Lessons from Larry Page, Why Subscriptions Won’t Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products (Manish Patel)

    Published: 09/12/2024
12. Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)

    Published: 05/12/2024
13. 462. The Founder and CEO of G2 on AI’s Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)

    Published: 02/12/2024
14. Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)

    Published: 28/11/2024
15. 461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

    Published: 25/11/2024
16. Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)

    Published: 21/11/2024
17. 460. Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)

    Published: 18/11/2024
18. Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)

    Published: 14/11/2024
19. 459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)

    Published: 11/11/2024
20. Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)

    Published: 07/11/2024