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

On this special segment of The Full Ratchet, the following Investors are featured: Jim Tananbaum of Foresite Capital Ben Orthlieb of Blue Moon Eric Byunn of Centana Growth We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outside of the B...

David Ulevitch of Andreessen Horowitz joins Nick to discuss American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical. In this episode we cover: Challenges in Venture Capital and Investment Philosophy Handling Startups and Market Pivots Navigating Dual-Use Startups Government Sales and Marke...

On this special segment of The Full Ratchet, the following Investors are featured: Madhavan Ramanujam of 49 Palms Ventures David Cohen of Techstars Victor Orlovski of R136 Ventures We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outside...

On this special segment of The Full Ratchet, the following Investors are featured: Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz Navin Chaddha of Mayfield Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investin...

On this special segment of The Full Ratchet, the following Investors are featured: Medha Agarwal of Defy Jim Tananbaum of Foresite Capital David Cohen of Techstars We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founde...

Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age. In this episode we cover: Due Diligence and Value Creation Investment in Jumio and Identity Verification Growth Expectations and Market Realities Lessons from Netscape and Industry Evolution Investor Responsiveness and...

On this special segment of The Full Ratchet, the following Investors are featured: Casber Wang of Sapphire Ventures Hemant Mohapatra of Lightspeed India Lara Banks of Makena Capital Management We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm...

On this special segment of The Full Ratchet, the following Investors are featured: Arianna Simpson of Andreessen Horowitz Navin Chaddha of Mayfield Ben Orthlieb of Blue Moon We discuss major conflicts that guests have faced and how they resolved them. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay A...

On this special segment of The Full Ratchet, the following Investors are featured: D.A. Wallach of Time BioVentures Nnamdi Okike of 645 Ventures Lara Banks of Makena Capital Management We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outs...

Seth Levine of Foundry joins Nick to discuss A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright. In this episode we cover: State of Venture Capital and Investment Trends Challenges and Opportunities in Venture Capital Dynamic Capitalism and Its Principles The Role of Government and Market Dynamics...

On this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outside of the...

On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Jeff Bussgang of Flybridge Capital Victor Orlovski of R136 Ventures Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to...

On this special segment of The Full Ratchet, the following Investors are featured: Somesh Dash of IVP Nnamdi Okike of 645 Ventures Charles Hudson of Precursor Ventures We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing i...

Jon Callaghan of True Ventures joins Nick to discuss Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug. In this episode we cover: Spotting the Next Big Market and Reverse Engineering Success The Role of Curiosity and Risk in Venture Capital Duration as a Feature in Early-Stage Ventures The Importance of Repeat Founder...

On this special segment of The Full Ratchet, the following Investors are featured: Chris Rizik of Renaissance Venture Capital Casber Wang of Sapphire Ventures D.A. Wallach of Time BioVentures We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm comm...

On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Medha Agarwal of Defy Jeff Bussgang of Flybridge Capital We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outside of the Ba...

On this special segment of The Full Ratchet, the following Investors are featured: David Cohen of Techstars Jacob Effron of Redpoint Ethan Austin of Outside VC We discuss major conflicts that guests have faced and how they resolved them. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. We're pro...

Ben Orthlieb of Blue Moon joins Nick to discuss AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Success, and Why Network Driven Firms Can No Longer Compete. In this episode we cover: Challenges of the Traditional Venture Model Blue Moon's AI-Assisted Human Judgment Evaluating Exceptional Founders Access vs. Picking in Venture Capital Blue Moon's Sourcing and...

On this special segment of The Full Ratchet, the following Investors are featured: Kyle York of York IE Vince Hsieh of Cypress Growth Capital Madhavan Ramanujam of 49 Palms Ventures We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in founders outsid...

On this special segment of The Full Ratchet, the following Investors are featured: Jeff Bussgang of  Flybridge Capital Nnamdi Okike of 645 Ventures Charles Hudson of Precursor Ventures We asked guests to describe the biggest change to their investment philosophy over the course of their career The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to...

On this special segment of The Full Ratchet, the following Investors are featured: Lara Banks of Makena Capital Management Jim Tananbaum of Foresite Capital David Cohen of Techstars Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to i...

Navin Chaddha of Mayfield joins Nick to discuss A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups. In this episode we cover: Challenges in Early Internet Video Lessons from Interacting with Tech Luminaries Investment Philosophy and Evaluation Process The Role of Psychology in Venture Capital The...

On this special segment of The Full Ratchet, the following Investors are featured: Alexander Niehenke of Scale Venture Partners Kyle York of York IE Aaref Hilaly of Bain Capital Ventures We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm commi...

In this special replay episode Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover: AI Investment Strategy and Market Utility Impact of AI on Jobs and Early Instances of Reasoning Open vs. Closed Source Models and Data Con...

On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh of Cypress Growth Capital Ryan Delk of Primer Mike Maples Jr. of Floodgate We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is  Nick Moran  of  New Stack Ventures , a venture capital firm committed to investing in...