The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.
385. Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source (Rodrigo Liang)
50 mins; May 29, 2023
Investor Stories 297: What's Next (Dockery, Tisch, Harrison)
8 mins; May 25, 2023
384. Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell (Wes Chan and Pegah Ebrahimi)
383. The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? (Alex Konrad)
46 mins; May 15, 2023
Investor Stories 295: Why I Passed (Andelman, Dockery, Tarczynski)
9 mins; May 11, 2023
Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
46 mins; May 08, 2023
Investor Stories 294: What's Next (Chan & Ebrahim, Shakir, Zullo)
10 mins; May 04, 2023
The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work (Rex Woodbury)
46 mins; May 01, 2023
The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health (Deena Shakir)
31 mins; April 27, 2023
380. The Future of Generative AI, Innovating at the Hardware Layer, and the Path to Artificial General Intelligence (Rodrigo Liang)
58 mins; April 24, 2023
Investor Stories 293: Post Mortems (Andelman, Chan & Ebrahi, Liang)
379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)
59 mins; April 17, 2023
Investor Stories 291: Why I Passed (Ross, Shakir, Zullo)
6 mins; April 13, 2023
378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)
24 mins; April 10, 2023
Investor Stories 290: What's Next (Andelman, Hershenson, Pruden)
6 mins; April 06, 2023
377. From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet (Alex Pruden)
40 mins; April 03, 2023
Investor Stories 289: Post Mortems (Schlacks, Hershenson, Zullo)
5 mins; March 30, 2023
376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)
Key Drivers in Cloud and Security, Wiz's Unconventional GTM Decision, Insights on Earnings Predictability, and Lessons from Datadog, Discord, Slack and Coalition (Shardul Shah)
43 mins; March 13, 2023
Investor Stories 286: Why I Passed (Lefcourt, Hershenson, Viswanathan)
6 mins; March 09, 2023
Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine (Kristi Ross)
35 mins; March 06, 2023
Investor Stories 285: Post Mortems (Draper, Lefcourt, Sugden)
7 mins; March 02, 2023
372. The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and The Current Macro Environment(Dan Ahrens)
46 mins; February 27, 2023
Investor Stories 284: What's Next (O'Malley, Viswanathan, Schlacks)
8 mins; February 23, 2023
Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth (Mar Hershenson)
34 mins; February 20, 2023
Investor Stories 283: Why I Passed (Mejia Hernandez, Wroblewski, Burnham)
8 mins; February 16, 2023
Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC (Drew Oetting)
From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nadav Eylath)
35 mins; January 30, 2023
Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)
5 mins; January 26, 2023
2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)
46 mins; January 23, 2023
2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)
27 mins; January 19, 2023
Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)
9 mins; January 16, 2023
Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)
9 mins; January 12, 2023
365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)
Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
36 mins; January 05, 2023
Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
47 mins; January 02, 2023
Replay - The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
Replay - The DNA of Startup Success (John Vrionis)
52 mins; December 26, 2022
Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)
6 mins; December 22, 2022
The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)
38 mins; December 19, 2022
Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)
12 mins; December 15, 2022
363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)
44 mins; December 12, 2022
Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)
9 mins; December 08, 2022
362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)
361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)
360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)
42 mins; November 21, 2022
Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)
5 mins; November 17, 2022
359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)
36 mins; November 14, 2022
Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko)
6 mins; November 10, 2022
Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)
50 mins; November 07, 2022
Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)
7 mins; November 03, 2022
Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)
Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)
42 mins; October 17, 2022
Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)
5 mins; October 13, 2022
The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)
41 mins; October 10, 2022
Investor Stories 264: Why I Passed (Sands, Page, Falvey)
5 mins; October 06, 2022
The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
40 mins; October 03, 2022
Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)
6 mins; September 29, 2022
352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)
351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)
How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)
48 mins; September 12, 2022
Investor Stories 260: What's Next (Rivera, Sarracino, Mason)
6 mins; September 08, 2022
The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski)
45 mins; September 05, 2022
Investor Stories 259: Why I Passed (Jones, Khera, Borumand)
7 mins; September 01, 2022
348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley)
51 mins; August 29, 2022
Investor Stories 258: Post Mortems (Page, Zhuo, Sands)
9 mins; August 25, 2022
Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC (Samara Mejia Hernandez)
345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri)
71 hours 9 mins; August 08, 2022
Investor Stories 255: What's Next (Fernandez, Barrile, Saenko)
6 mins; August 04, 2022
An Inside Look Into Stonks, the Democratization of Dealflow and the Future of Startup Investing (Ali Moiz)
38 mins; August 01, 2022
Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader)
7 mins; July 28, 2022
Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason)
45 mins; July 25, 2022
Investor Stories 253: Post Mortems (Cohen, Suissa, Go)
6 mins; July 21, 2022
Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)
Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones)
42 mins; July 04, 2022
Investor Stories 250: What's Next (Sippel, Zulkosky, Sands)
