477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Release Date: 04/05/2025
Investor Stories 415: Why I Passed (Walsh, Binatti, Schroepfer)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Shamin Walsh Daniela Binatti Mike Schroepfer 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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Investor Stories 414: Key Advice (Seides, Patil, Stevens)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Ted Seides Jay Patil Kevin Stevens 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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487. A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator’s Dilemma, and Future-Proofing for Generative AI (Dave Link)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Dave Link of ScienceLogic joins Nick to discuss A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator’s Dilemma, and Future-Proofing for Generative AI. In this episode we cover: Transition to Venture Capital and Market Evolution Navigating Platform Shifts and Generative AI Leadership and Team Building Managing Expectations with Venture Capitalists Future of Generative AI and Data Quality Personal Habits and Leadership Guest Links: The host of The Full Ratchet is of , a venture capital firm...
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Investor Stories 413: Visionary Founders (Schilling, Abel, Patel)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Mathias Schilling Godard Abel Manish Patel 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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Investor Stories 412: Best LP Question (Garcia, Tusk, Seides)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides 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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Investor Stories 411: Lessons Learned (Patil, Schilling, Abel)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Jay Patil Mathias Schilling Godard Abel 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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486. From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm (Nnamdi Okike)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Nnamdi Okike of 645 Ventures joins Nick to discuss From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm. In this episode we cover: Frameworks and Signals for Early-Stage Investing Challenges and Opportunities in Non-Consensus Investing The Role of AI in Venture Capital Guest Links: 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...
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Investor Stories 410: Why I Passed (Stevens, 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: Kevin Stevens Manish Patel Han Shen 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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Investor Stories 409: Key Advice (Terbell and Clark, Schilling, Abel)
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 Mathias Schilling Godard Abel 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 408: Visionary Founders (Seides, Ralston, Stevens)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Ted Seides Rusty Ralston Kevin Stevens 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 .
info_outlineAaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover:
- AI Investment Strategy and Market Utility
- Impact of AI on Jobs and Early Instances of Reasoning
- Open vs. Closed Source Models and Data Control
- Scenario Planning and Unique Insights of Backed Companies
- Infrastructure and Application Investment Focus
- Future of Vertical Solutions and Infrastructure Investment
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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.
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