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

850 Episodes

1. Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)

   Published: 4/18/2024
2. 429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)

   Published: 4/15/2024
3. Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)

   Published: 4/11/2024
4. 428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)

   Published: 4/8/2024
5. Investor Stories 342: Why I Passed (Green, Walsh, Aoun)

   Published: 4/4/2024
6. 427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)

   Published: 4/1/2024
7. Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)

   Published: 3/28/2024
8. 426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)

   Published: 3/25/2024
9. Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)

   Published: 3/21/2024
10. 425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)

    Published: 3/18/2024
11. Investor Stories 339: Disruptive Forces (Tully, Jones, Green)

    Published: 3/14/2024
12. 424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)

    Published: 3/11/2024
13. Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)

    Published: 3/7/2024
14. 423. The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)

    Published: 3/4/2024
15. Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)

    Published: 2/29/2024
16. 422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)

    Published: 2/26/2024
17. Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)

    Published: 2/22/2024
18. 421. 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 Aoun)

    Published: 2/19/2024
19. Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)

    Published: 2/15/2024
20. 420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)

    Published: 2/12/2024