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

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


Latest Episodes

Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
July 04, 2024

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Alan Patricof Ilya Strebulaev Each investor highlights a situation where they decided not to inves

440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)
July 01, 2024

Rick Heitzmann of First Mark joins Nick to discuss Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, an

431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)
April 29, 2024

Tomasz Tunguz of Theory Ventures joins Nick to discuss Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte C

Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)
April 25, 2024

On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Adrian Aoun Rob Rueckert We asked guests to discuss the factor that could cause the most disru

430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)
April 22, 2024

Alex Edelson of Slipstream Investors joins Nick to discuss LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection. In this episode we cover: Eva

Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)
April 18, 2024

On this special segment of The Full Ratchet, the following Investors are featured: Joe Kaiser Michael Jones Gaurav Jain We asked guests to share the best question they've ever been asked by an

429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
April 15, 2024

Larsen Jensen of Harpoon Ventures joins Nick to discuss TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers. In this ep

Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
April 11, 2024

On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Jules Schwerin Morgan Beller We asked guests to discuss the most visionary founder that they've wor

428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
April 08, 2024

Ashu Garg of Foundation Capital joins Nate to discuss The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference. In this episode we cover: Venture Capital

Investor Stories 342: Why I Passed (Green, Walsh, Aoun)
April 04, 2024

On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Colin Walsh Adrian Aoun Each investor highlights a situation where they decided not to invest,