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

867 Episodes

1. 428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)

   Published: 08/04/2024
2. Investor Stories 342: Why I Passed (Green, Walsh, Aoun)

   Published: 04/04/2024
3. 427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)

   Published: 01/04/2024
4. Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)

   Published: 28/03/2024
5. 426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)

   Published: 25/03/2024
6. Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)

   Published: 21/03/2024
7. 425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)

   Published: 18/03/2024
8. Investor Stories 339: Disruptive Forces (Tully, Jones, Green)

   Published: 14/03/2024
9. 424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)

   Published: 11/03/2024
10. Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)

    Published: 07/03/2024
11. 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: 04/03/2024
12. Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)

    Published: 29/02/2024
13. 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
14. Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)

    Published: 22/02/2024
15. 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
16. Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)

    Published: 15/02/2024
17. 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
18. Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)

    Published: 08/02/2024
19. 419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)

    Published: 05/02/2024
20. Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)

    Published: 01/02/2024