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

888 Episodes

1. Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)

   Published: 3/27/2025
2. 475. Non-Dilutive Capital That’s More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh)

   Published: 3/24/2025
3. Investor Stories 393: Why I Passed (Ho, Yunger, Chau)

   Published: 3/20/2025
4. 474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)

   Published: 3/17/2025
5. Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)

   Published: 3/13/2025
6. 473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)

   Published: 3/10/2025
7. Investor Stories 391: Key Advice (Upham, Patil, Chase)

   Published: 3/6/2025
8. 472. DeepSeek’s Impact on Other LLMs, AI’s Effect on Software Engineering, Nvidia’s Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)

   Published: 3/3/2025
9. Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)

   Published: 2/27/2025
10. 471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)

    Published: 2/24/2025
11. Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)

    Published: 2/20/2025
12. 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
13. Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)

    Published: 2/13/2025
14. 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
15. Investor Stories 387: Why I Passed (Patil, Chase, Boduch)

    Published: 2/6/2025
16. 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
17. Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)

    Published: 1/30/2025
18. 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
19. Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)

    Published: 1/23/2025
20. 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