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

897 Episodes

1. 480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples)

   Published: 28/04/2025
2. Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)

   Published: 24/04/2025
3. 479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture’s Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik)

   Published: 21/04/2025
4. Investor Stories 397: Key Advice (Ho, Yunger, Tusk)

   Published: 17/04/2025
5. 478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh

   Published: 14/04/2025
6. Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)

   Published: 10/04/2025
7. 477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)

   Published: 07/04/2025
8. Investor Stories 395: Best LP Question (Upham, Ho, Yunger)

   Published: 03/04/2025
9. 476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)

   Published: 31/03/2025
10. Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)

    Published: 27/03/2025
11. 475. Non-Dilutive Capital That’s More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh)

    Published: 24/03/2025
12. Investor Stories 393: Why I Passed (Ho, Yunger, Chau)

    Published: 20/03/2025
13. 474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)

    Published: 17/03/2025
14. Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)

    Published: 13/03/2025
15. 473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)

    Published: 10/03/2025
16. Investor Stories 391: Key Advice (Upham, Patil, Chase)

    Published: 06/03/2025
17. 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
18. Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)

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

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

    Published: 20/02/2025