Investor Stories 393: Why I Passed (Ho, Yunger, Chau)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Release Date: 03/20/2025
Investor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Jon Terbell and Ted Clark Jay Patil Mathias Schilling Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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484. Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age (Jeff Bussgang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Jeff Bussgang of Flybridge Capital joins Nick to discuss Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age. In this episode we cover: Exits and Liquidity in Venture Capital The Experimentation Machine and AI Opportunity Evaluating AI Businesses and Founders Challenges and Opportunities in AI Investing Entrepreneurship Education and Startup Ecosystems Product-Market Fit and Customer Discovery Future of AI and Venture Capital Guest Links: The host of The Full Ratchet is ...
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Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Godard Abel Manish Patel Han Shen We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and
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Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Mike Whitmire David Garcia We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Bradley Tusk Jon Terbell and Ted Clark We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover: Revenue Models and Business Models in AI-Driven Vertical Software Challenges and Opportunities in Vertical Software Defensibility and Market Differentiation Founder-Investor Relationships and Early Decision-Making Sourcing Top-Tier Talent and Seed Investing Trends Future of Work and AI's Impact Guest Links: The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay...
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Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Jill Chase Eric Boduch Mike Whitmire We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Casber Wang of Sapphire Ventures joins Nick to discuss How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents. In this episode we cover: AI's Impact on Business Models and Capital Efficiency Defensibility and Product Market Fit AI Fatigue and Market Conditions Fundraising and Investor Expectations Cybersecurity and Competitive Intensity AI Agents and Enterprise Value Glean's Success in Enterprise Search Market Conditions and Investment Strategy Guest Links: The host of The Full Ratchet is of , a...
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Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Jon Terbell and Ted Clark We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Paul Madera of Meritech Capital joins Nick to discuss Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor. In this episode we cover: Challenges in Late-Stage Venture Capital Revenue Momentum and Investment Decisions Public vs. Private Markets and AI Investments Defense Tech and AI's Role in Workflow Software AI's Adoption Curve and Market Competition Investment Strategies and Future Outlook Guest Links: The host of The Full Ratchet is of , a venture capital firm committed to investing in...
info_outlineOn this special segment of The Full Ratchet, the following Investors are featured:
- Gregory Ho
- Oren Yunger
- Laura Chau
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
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