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

867 Episodes

1. 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
2. Investor Stories 332: Best LP Question (Stack, Tully, Green)

   Published: 25/01/2024
3. 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
4. Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)

   Published: 18/01/2024
5. 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
6. Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)

   Published: 11/01/2024
7. 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: 08/01/2024
8. 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: 06/01/2024
9. Investor Stories 329: Lessons Learned (Stack, Tully, Green)

   Published: 04/01/2024
10. 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: 01/01/2024
11. Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)

    Published: 30/12/2023
12. Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)

    Published: 28/12/2023
13. Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)

    Published: 25/12/2023
14. Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)

    Published: 23/12/2023
15. Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)

    Published: 21/12/2023
16. 414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)

    Published: 18/12/2023
17. Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)

    Published: 14/12/2023
18. 413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)

    Published: 11/12/2023
19. Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)

    Published: 07/12/2023
20. 412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)

    Published: 04/12/2023