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

877 Episodes

1. 470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer)

   Published: 2/17/2025
2. Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)

   Published: 2/13/2025
3. 469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)

   Published: 2/10/2025
4. Investor Stories 387: Why I Passed (Patil, Chase, Boduch)

   Published: 2/6/2025
5. 468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

   Published: 2/3/2025
6. Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)

   Published: 1/30/2025
7. 467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)

   Published: 1/27/2025
8. Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)

   Published: 1/23/2025
9. 466. Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)

   Published: 1/20/2025
10. Investor Stories 384: Visionary Founders (Upham, Patil, Chase)

    Published: 1/16/2025
11. 465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)

    Published: 1/13/2025
12. Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)

    Published: 1/9/2025
13. Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)

    Published: 1/7/2025
14. Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)

    Published: 1/2/2025
15. Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

    Published: 12/30/2024
16. Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)

    Published: 12/26/2024
17. Replay - Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian A

    Published: 12/23/2024
18. Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)

    Published: 12/19/2024
19. 464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)

    Published: 12/16/2024
20. Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)

    Published: 12/12/2024