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

897 Episodes

1. Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)

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

   Published: 12/28/2023
3. 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: 12/25/2023
4. Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)

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

   Published: 12/21/2023
6. 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: 12/18/2023
7. Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)

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

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

   Published: 12/7/2023
10. 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: 12/4/2023
11. Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)

    Published: 11/30/2023
12. 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: 11/27/2023
13. Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)

    Published: 11/23/2023
14. 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: 11/20/2023
15. Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)

    Published: 11/16/2023
16. 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: 11/13/2023
17. Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)

    Published: 11/9/2023
18. 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: 11/6/2023
19. Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)

    Published: 11/2/2023
20. 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: 10/30/2023