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

850 Episoder

1. 413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)

   Publisert: 11.12.2023
2. Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)

   Publisert: 7.12.2023
3. 412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)

   Publisert: 4.12.2023
4. Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)

   Publisert: 30.11.2023
5. 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)

   Publisert: 27.11.2023
6. Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)

   Publisert: 23.11.2023
7. 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)

   Publisert: 20.11.2023
8. Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)

   Publisert: 16.11.2023
9. 409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)

   Publisert: 13.11.2023
10. Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)

    Publisert: 9.11.2023
11. 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

    Publisert: 6.11.2023
12. Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)

    Publisert: 2.11.2023
13. 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)

    Publisert: 30.10.2023
14. Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)

    Publisert: 26.10.2023
15. 406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)

    Publisert: 23.10.2023
16. Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)

    Publisert: 19.10.2023
17. 405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)

    Publisert: 16.10.2023
18. Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)

    Publisert: 12.10.2023
19. 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

    Publisert: 9.10.2023
20. Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)

    Publisert: 5.10.2023