Podcast

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

Author: Nick Moran
Feed episode count: 1000
Official site: http://fullratchet.net
RSS: https://fullratchet.libsyn.com/rss
JSON: /v1/public/podcasts/the-full-ratchet
Markdown: /podcast/the-full-ratchet.md

Summary

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.

Episodes

May 7, 2026 · processed

Investor Stories 474: Trusting Your Own Point of View, Why Conventional Wisdom Leads to Mediocrity, and Building a Personal Conviction Engine (Byunn, Levine, Dillon)

Duration seconds: 372
Source: https://fullratchet.net/byunn-levine-dillon

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Apr 30, 2026 · processed

Investor Stories 473: Speed at Legora, Intensity at Mysten, Mastery at Heights Labs — Why These Founders Stand Out (Effron, Austin, Simpson)

Duration seconds: 383
Source: https://fullratchet.net/effron-austin--simpson

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Apr 27, 2026 · processed

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)

Duration seconds: 2136
Source: https://fullratchet.net/natalie-dillon

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Apr 23, 2026 · processed

Investor Stories 472: Think Big, Stay Patient, Earn Access — Venture Advice from Foresite, Mayfield, and Blue Moon (Tananbaum, Chaddha, Orthlieb)

Duration seconds: 220
Source: https://fullratchet.net/tananbaum-chaddha-orthlieb

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Apr 16, 2026 · processed

Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson)

Duration seconds: 404
Source: https://fullratchet.net/effron--austin-simpson

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Apr 13, 2026 · processed

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)

Duration seconds: 2947
Source: https://fullratchet.net/jake-saper

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Apr 9, 2026 · processed

Investor Stories 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)

Duration seconds: 351
Source: https://fullratchet.net/orthlieb-callaghan-byunn

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Apr 2, 2026 · processed

Investor Stories 469: What Visionary Leaders at Pixxel, eToro, and Founders Fund Do Differently (Mohapatra, Banks, Orlovski)

Duration seconds: 556
Source: https://fullratchet.net/mohapatra-banks-orlovski

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Mar 30, 2026 · processed

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)

Duration seconds: 2959
Source: https://fullratchet.net/willy--schlacks

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Mar 26, 2026 · processed

Investor Stories 468: Selling Too Early, LP Pressure, and Investor Tension — Lessons from Investors at Foundry Group, Centana Growth, and Andreessen Horowitz (Levine, Byunn, Ulevitch)

Duration seconds: 641
Source: https://fullratchet.net/levine-byunn-ulevitch

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Mar 23, 2026 · processed

Investor Stories 467: Investors from Techstars, Redpoint, and Andreessen Horowitz on Strategy, Writing, and Building an Edge in Venture (Cohen, Effron, Simpson)

Duration seconds: 312
Source: https://fullratchet.net/cohen-effron-simpson

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Mar 19, 2026 · processed

Investor Stories 466: Jim Tananbaum, Eric Byunn, and Ben Orthlieb on the Questions LPs Should Be Asking (Tananbaum, Orthlieb, Byunn)

Duration seconds: 327
Source: https://fullratchet.net/tananbaum-orthlieb-byunn

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Mar 16, 2026 · processed

504. American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch)

Duration seconds: 2676
Source: https://fullratchet.net/david-ulevitch

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Mar 12, 2026 · processed

Investor Stories 465: Pricing Too Late, Selling Too Early, Investing Too Fast — Hard Lessons from Top VCs (Ramanujam, Cohen, Orlovski)

Duration seconds: 402
Source: https://fullratchet.net/ramanujam-cohen-orlovski

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Mar 9, 2026 · processed

Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)

Duration seconds: 412
Source: https://fullratchet.net/austin-simpson-chaddha

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Mar 5, 2026 · processed

Investor Stories 463: Selling Transformation Not Software, Managing Through Activists and Mergers, and Scaling Culture with Intent (Agarwal, Tananbaum, Cohen)

Duration seconds: 504
Source: https://fullratchet.net/agarwal-tananbaum-cohen

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Mar 2, 2026 · processed

503. The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age (Eric Byunn)

Duration seconds: 2138
Source: https://fullratchet.net/eric-byunn

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Feb 26, 2026 · processed

Investor Stories 462: Study the Masters, Develop Your Own Eye, and Stop Outsourcing Conviction (Wang, Mohapatra, Banks)

Duration seconds: 324
Source: https://fullratchet.net/wang-mohapatra-banks

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Feb 23, 2026 · processed

Investor Stories 461: Feast and Famine in Crypto, When to Take the Off Ramp, and Evaluating Founder Temperament (Simpson, Chaddha, Orthlieb)

Duration seconds: 415
Source: https://fullratchet.net/simpson-chaddha-orthlieb

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Feb 19, 2026 · processed

Investor Stories 460: The Math Behind Venture Returns, When Sizing Matters More Than Selection, and Growth Over Discounts (Wallach, Okike, Banks)

Duration seconds: 345
Source: https://fullratchet.net/wallach-okike-banks

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Feb 16, 2026 · processed

502. A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright (Seth Levine)

Duration seconds: 2918
Source: https://fullratchet.net/seth-levine

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Feb 12, 2026 · processed

Investor Stories 459: Inside the Best LP Questions: Getting Better Over Time, Building Networks, and Driving Outcomes (Effron, Austin, Simpson)

Duration seconds: 292
Source: https://fullratchet.net/effron-austin-simpson

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Feb 9, 2026 · processed

Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)

Duration seconds: 550
Source: https://fullratchet.net/madera-bussgang-orlovski

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Feb 5, 2026 · processed

Investor Stories 457: Lessons for Early Career VCs: Fiduciary Mindset, Power Law Discipline, and Personal Edge (Dash, Okike, Hudson)

Duration seconds: 445
Source: https://fullratchet.net/dash-okike-hudson

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Feb 2, 2026 · processed

501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)

Duration seconds: 3878
Source: https://fullratchet.net/jon-callaghan

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