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

867 Episodes

1. Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)

   Published: 30/11/2023
2. 411. Lessons from Liquid Death and Dollar Shave, Why X’s Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)

   Published: 27/11/2023
3. Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)

   Published: 23/11/2023
4. 410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)

   Published: 20/11/2023
5. Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)

   Published: 16/11/2023
6. 409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)

   Published: 13/11/2023
7. Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)

   Published: 09/11/2023
8. 408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily L

   Published: 06/11/2023
9. Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)

   Published: 02/11/2023
10. 407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)

    Published: 30/10/2023
11. Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)

    Published: 26/10/2023
12. 406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)

    Published: 23/10/2023
13. Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)

    Published: 19/10/2023
14. 405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)

    Published: 16/10/2023
15. Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)

    Published: 12/10/2023
16. 404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation

    Published: 09/10/2023
17. Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)

    Published: 05/10/2023
18. 403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)

    Published: 02/10/2023
19. Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)

    Published: 28/09/2023
20. 402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)

    Published: 25/09/2023