Podcast
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Hosted by Nick Moran · EN
The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.
30episodes
Episodes
Newest firstAll episodes
Investor Stories 477: Why VCs Passed on Figma, ClickUp, Uber, Pinterest, Okta, DoorDash, and Anthropic: Lessons from Investor Anti Portfolios (Ulevitch, Saper, Patnam)
2d ago00:07:00Tap to summarizen this special segment of The Full Ratchet, the following Investors are featured: David Ulevitch of Andreessen Horowitz Jake Saper of Emergence Capital Sandesh Patnam of Premji Invest 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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509. The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC (Sandesh Patnam)
5d ago00:53:13Tap to summarizeSandesh Patnam of Premji Invest joins Nick to discuss The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC. In this episode we cover: Themes and Dynamics of the Current AI Shift Investment Opportunities and Challenges Thesis and Focus at Premji Invest Advice for AI Companies and Public Markets Impact of Mega IPOs on Private Markets Challenges in Private Equity and Private Credit Listening as a Secret Weapon Guest Links: Sandesh's LinkedIn Sandesh's X Premji Invest's LinkedIn Premji Invest's Website 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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Investor Stories 476: Staying in Your Zone of Genius, Why People Change for Themselves, and The Hard Lessons of Founder Accountability (Callaghan, Schlacks, Dillon)
1w ago00:07:02Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Jon Callaghan of True Ventures Willy Schlacks of EquipmentShare Natalie Dillon of Maveron We asked guests to tell the most important lesson they've learned in their career. 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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Investor Stories 475: What Makes Founders Exceptional, Navigating Complex Ethical Issues, and Building with Intensity (Ortlieb, Ulevitch, Saper)
2w ago00:05:05Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Ben Orthlieb of Blue Moon David Ulevitch of Andreessen Horowitz Jake Saper of Emergence Capital 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 Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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508. Maintaining U.S. Dominance, Navigating Defense Tech, Prime Obsolence, and Why Your Startup is Likely DOA (Steve Blank)
3w ago00:57:51Tap to summarizeSteve Blank of Adjunct Professor at Stanford joins Nick to discuss Maintaining U.S. Dominance, Navigating Defense Tech, Prime Obsolence, and Why Your Startup is Likely DOA. In this episode we cover: Changes in Product Development and MVPs Impact of AI on Startup Success and Founder Mindset Common Missteps and Digital Twins in Startups Disruption and Adoption in Enterprise Software Fundraising and Venture Capital in the AI Era Defense and National Security Innovation Challenges for Traditional Defense Contractors The Role of Dual-Use Startups Guest Links: Steve's LinkedIn Steve's X Gordian Knot Center for National Security Innovation's Website 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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Investor Stories 474: Trusting Your Own Point of View, Why Conventional Wisdom Leads to Mediocrity, and Building a Personal Conviction Engine (Byunn, Levine, Dillon)
3w ago00:06:12Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Eric Byunn of Centana Growth Seth Levine of Foundry Natalie Dillon of Maveron 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 Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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Investor Stories 473: Speed at Legora, Intensity at Mysten, Mastery at Heights Labs — Why These Founders Stand Out (Effron, Austin, Simpson)
Apr 3000:06:23Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.on they've learned in their career. 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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507. Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win (Natalie Dillon)
Apr 2700:35:36Tap to summarizeNatalie Dillon of Maveron joins Nick to discuss Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win. In this episode we cover: Investing in the Older Adult Category Challenges for Smaller Funds in Venture Capital Consumer Investing and Market Trends Participation as a Product and Consumer Creators AI's Impact on Venture and Marketplaces Distribution and Go-to-Market Strategies Balancing Portfolio Construction and Ownership Guest Links: Natalie's LinkedIn Natalie's X Maveron's LinkedIn Maveron's Website 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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Investor Stories 472: Think Big, Stay Patient, Earn Access — Venture Advice from Foresite, Mayfield, and Blue Moon (Tananbaum, Chaddha, Orthlieb)
Apr 2300:03:40Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Jim Tananbaum of Foresite Capital Navin Chaddha of Mayfield Ben Orthlieb of Blue Moon 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 Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson)
Apr 1600:06:44Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to tell the most important lesson they've learned in their career. 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. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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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