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.
26episodes
Episodes
Newest firstAll episodes
508. Maintaining U.S. Dominance, Navigating Defense Tech, Prime Obsolence, and Why Your Startup is Likely DOA (Steve Blank)
5d 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)
1w 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)
2w ago00:06:23Tap 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)
3w ago00:35:36Tap 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)
3w ago00:03:40Tap 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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506. Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift Models from Software to Services, and How Pricing Playbooks Are Being Rewritten (Jake Saper)
Apr 1300:49:07Tap to summarizeJake Saper of Emergence Capital joins Nick to discuss Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift Models from Software to Services, and How Pricing Playbooks Are Being Rewritten. In this episode we cover: SaaS Market Sell-Off and Future of Software Impact of AI on Established Brands like Salesforce Mirage Product Market Fit and AI Native Services Business Models and Pricing in the AI Era Challenges for Incumbents and Innovator's Dilemma Laggard Industries and AI Adoption Role of LLMs and Future of Technology Vendors Guest Links: Jake's LinkedIn Emergence Capital's LinkedIn Emergence Capital'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 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)
Apr 900:05:51Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Ben Orthlieb of Blue Moon Jon Callaghan of True Ventures Eric Byunn of Centana Growth 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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Investor Stories 469: What Visionary Leaders at Pixxel, eToro, and Founders Fund Do Differently (Mohapatra, Banks, Orlovski)
Apr 200:09:16Tap to summarizeOn this special segment of The Full Ratchet, the following Investors are featured: Hemant Mohapatra of Lightspeed India Lara Banks of Makena Capital Management Victor Orlovski of R136 Ventures 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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505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)
Mar 3000:49:19Tap to summarizeWilly Schlacks of EquipmentShare joins Nick to discuss The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space. In this episode we cover: The IPO Process and Preparation Differences Between Public and Private Market Investors Stock Performance and Direct Listing Considerations Advice for Early-Stage Founders Investing in Personal Growth The Role of AI and Data in Construction Future of the Job Site Managing Fear and Creativity Guest Links: Willy's LinkedIn EquipmentShare's LinkedIn EquipmentShare'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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