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

Investor Stories 406: Lessons Learned (Garcia, Tusk, Seides)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:43
Investor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:35
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	46:06
Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:45
Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:49
Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:51
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	40:34
Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:18
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	48:56
Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:33
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	50:24
Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:46
480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	66:10
Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:24
479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture’s Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	43:25
Investor Stories 397: Key Advice (Ho, Yunger, Tusk)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:00
478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	62:39
Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:41
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	30:16
Investor Stories 395: Best LP Question (Upham, Ho, Yunger)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	09:16
476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	48:18
Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:00
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)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	38:58
Investor Stories 393: Why I Passed (Ho, Yunger, Chau)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:04
474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	39:14
Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	09:18
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)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	42:23
Investor Stories 391: Key Advice (Upham, Patil, Chase)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:15
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)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	50:24
Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:51
471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	30:33
Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:36
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)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	52:14
Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:19
469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	34:19
Investor Stories 387: Why I Passed (Patil, Chase, Boduch)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:26
468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	44:56
Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:47
467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	44:21
Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:31

Investor Stories 406: Lessons Learned (Garcia, Tusk, Seides)

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

05:43

Investor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)

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

06:35

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

46:06

Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)

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

05:45