{"podcast":{"title":"The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified","slug":"the-full-ratchet","podcast_index_feed_id":1090965,"rss_url":"https://fullratchet.libsyn.com/rss","website_url":"http://fullratchet.net","image_url":"https://static.libsyn.com/p/assets/4/3/f/4/43f4dab32752f3c7d959afa2a1bf1c87/1400x1400_v3_1.jpg","author":"Nick Moran","episode_count":1000,"summary":"The podcast dedicated to demystifying Venture Capital. 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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)","slug":"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","published_at":"2026-04-27T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/natalie-dillon","duration_seconds":2136,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 472: Think Big, Stay Patient, Earn Access — Venture Advice from Foresite, Mayfield, and Blue Moon (Tananbaum, Chaddha, Orthlieb)","slug":"investor-stories-472-think-big-stay-patient-earn-access-venture-advice-from-foresite-mayfield-and-blue-moon-tananbaum-chaddha-orthlieb","published_at":"2026-04-23T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-472-think-big-stay-patient-earn-access-venture-advice-from-foresite-mayfield-and-blue-moon-tananbaum-chaddha-orthlieb","url":"https://fullratchet.net/tananbaum-chaddha-orthlieb","duration_seconds":220,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-472-think-big-stay-patient-earn-access-venture-advice-from-foresite-mayfield-and-blue-moon-tananbaum-chaddha-orthlieb/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-472-think-big-stay-patient-earn-access-venture-advice-from-foresite-mayfield-and-blue-moon-tananbaum-chaddha-orthlieb.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson)","slug":"investor-stories-471-missing-great-ai-bets-losing-conviction-and-overweighting-founders-lessons-from-redpoint-a16z-and-outside-vc-effron-austin-simpson","published_at":"2026-04-16T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-471-missing-great-ai-bets-losing-conviction-and-overweighting-founders-lessons-from-redpoint-a16z-and-outside-vc-effron-austin-simpson","url":"https://fullratchet.net/effron--austin-simpson","duration_seconds":404,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-471-missing-great-ai-bets-losing-conviction-and-overweighting-founders-lessons-from-redpoint-a16z-and-outside-vc-effron-austin-simpson/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-471-missing-great-ai-bets-losing-conviction-and-overweighting-founders-lessons-from-redpoint-a16z-and-outside-vc-effron-austin-simpson.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"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)","slug":"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","published_at":"2026-04-13T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/jake-saper","duration_seconds":2947,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)","slug":"investor-stories-470-passing-on-uber-perplexity-and-fintech-s-breakout-winners-the-stories-behind-the-misses-orthlieb-callaghan-byunn","published_at":"2026-04-09T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-470-passing-on-uber-perplexity-and-fintech-s-breakout-winners-the-stories-behind-the-misses-orthlieb-callaghan-byunn","url":"https://fullratchet.net/orthlieb-callaghan-byunn","duration_seconds":351,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-470-passing-on-uber-perplexity-and-fintech-s-breakout-winners-the-stories-behind-the-misses-orthlieb-callaghan-byunn/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-470-passing-on-uber-perplexity-and-fintech-s-breakout-winners-the-stories-behind-the-misses-orthlieb-callaghan-byunn.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 469: What Visionary Leaders at Pixxel, eToro, and Founders Fund Do Differently (Mohapatra, Banks, Orlovski)","slug":"investor-stories-469-what-visionary-leaders-at-pixxel-etoro-and-founders-fund-do-differently-mohapatra-banks-orlovski","published_at":"2026-04-02T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-469-what-visionary-leaders-at-pixxel-etoro-and-founders-fund-do-differently-mohapatra-banks-orlovski","url":"https://fullratchet.net/mohapatra-banks-orlovski","duration_seconds":556,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-469-what-visionary-leaders-at-pixxel-etoro-and-founders-fund-do-differently-mohapatra-banks-orlovski/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-469-what-visionary-leaders-at-pixxel-etoro-and-founders-fund-do-differently-mohapatra-banks-orlovski.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"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)","slug":"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","published_at":"2026-03-30T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/willy--schlacks","duration_seconds":2959,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"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)","slug":"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","published_at":"2026-03-26T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/levine-byunn-ulevitch","duration_seconds":641,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 467: Investors from Techstars, Redpoint, and Andreessen Horowitz on Strategy, Writing, and Building an Edge in Venture (Cohen, Effron, Simpson)","slug":"investor-stories-467-investors-from-techstars-redpoint-and-andreessen-horowitz-on-strategy-writing-and-building-an-edge-in-venture-cohen-effron-simpson","published_at":"2026-03-23T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-467-investors-from-techstars-redpoint-and-andreessen-horowitz-on-strategy-writing-and-building-an-edge-in-venture-cohen-effron-simpson","url":"https://fullratchet.net/cohen-effron-simpson","duration_seconds":312,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-467-investors-from-techstars-redpoint-and-andreessen-horowitz-on-strategy-writing-and-building-an-edge-in-venture-cohen-effron-simpson/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-467-investors-from-techstars-redpoint-and-andreessen-horowitz-on-strategy-writing-and-building-an-edge-in-venture-cohen-effron-simpson.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 466: Jim Tananbaum, Eric Byunn, and Ben Orthlieb on the Questions LPs Should Be Asking (Tananbaum, Orthlieb, Byunn)","slug":"investor-stories-466-jim-tananbaum-eric-byunn-and-ben-orthlieb-on-the-questions-lps-should-be-asking-tananbaum-orthlieb-byunn","published_at":"2026-03-19T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-466-jim-tananbaum-eric-byunn-and-ben-orthlieb-on-the-questions-lps-should-be-asking-tananbaum-orthlieb-byunn","url":"https://fullratchet.net/tananbaum-orthlieb-byunn","duration_seconds":327,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-466-jim-tananbaum-eric-byunn-and-ben-orthlieb-on-the-questions-lps-should-be-asking-tananbaum-orthlieb-byunn/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch)","slug":"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","published_at":"2026-03-16T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/david-ulevitch","duration_seconds":2676,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 465: Pricing Too Late, Selling Too Early, Investing Too Fast — Hard Lessons from Top VCs (Ramanujam, Cohen, Orlovski)","slug":"investor-stories-465-pricing-too-late-selling-too-early-investing-too-fast-hard-lessons-from-top-vcs-ramanujam-cohen-orlovski","published_at":"2026-03-12T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-465-pricing-too-late-selling-too-early-investing-too-fast-hard-lessons-from-top-vcs-ramanujam-cohen-orlovski","url":"https://fullratchet.net/ramanujam-cohen-orlovski","duration_seconds":402,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-465-pricing-too-late-selling-too-early-investing-too-fast-hard-lessons-from-top-vcs-ramanujam-cohen-orlovski/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-465-pricing-too-late-selling-too-early-investing-too-fast-hard-lessons-from-top-vcs-ramanujam-cohen-orlovski.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)","slug":"investor-stories-464-anti-portfolio-confessions-missing-twilio-zoom-docusign-mongodb-and-solana-austin-simpson-chaddha","published_at":"2026-03-09T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-464-anti-portfolio-confessions-missing-twilio-zoom-docusign-mongodb-and-solana-austin-simpson-chaddha","url":"https://fullratchet.net/austin-simpson-chaddha","duration_seconds":412,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-464-anti-portfolio-confessions-missing-twilio-zoom-docusign-mongodb-and-solana-austin-simpson-chaddha/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-464-anti-portfolio-confessions-missing-twilio-zoom-docusign-mongodb-and-solana-austin-simpson-chaddha.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 463: Selling Transformation Not Software, Managing Through Activists and Mergers, and Scaling Culture with Intent (Agarwal, Tananbaum, Cohen)","slug":"investor-stories-463-selling-transformation-not-software-managing-through-activists-and-mergers-and-scaling-culture-with-intent-agarwal-tananbaum-cohen","published_at":"2026-03-05T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-463-selling-transformation-not-software-managing-through-activists-and-mergers-and-scaling-culture-with-intent-agarwal-tananbaum-cohen","url":"https://fullratchet.net/agarwal-tananbaum-cohen","duration_seconds":504,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-463-selling-transformation-not-software-managing-through-activists-and-mergers-and-scaling-culture-with-intent-agarwal-tananbaum-cohen/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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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)","slug":"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","published_at":"2026-03-02T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/eric-byunn","duration_seconds":2138,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Investor Stories 462: Study the Masters, Develop Your Own Eye, and Stop Outsourcing Conviction (Wang, Mohapatra, Banks)","slug":"investor-stories-462-study-the-masters-develop-your-own-eye-and-stop-outsourcing-conviction-wang-mohapatra-banks","published_at":"2026-02-26T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-462-study-the-masters-develop-your-own-eye-and-stop-outsourcing-conviction-wang-mohapatra-banks","url":"https://fullratchet.net/wang-mohapatra-banks","duration_seconds":324,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-462-study-the-masters-develop-your-own-eye-and-stop-outsourcing-conviction-wang-mohapatra-banks/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Orthlieb)","slug":"investor-stories-461-feast-and-famine-in-crypto-when-to-take-the-off-ramp-and-evaluating-founder-temperament-simpson-chaddha-orthlieb","published_at":"2026-02-23T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-461-feast-and-famine-in-crypto-when-to-take-the-off-ramp-and-evaluating-founder-temperament-simpson-chaddha-orthlieb","url":"https://fullratchet.net/simpson-chaddha-orthlieb","duration_seconds":415,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-461-feast-and-famine-in-crypto-when-to-take-the-off-ramp-and-evaluating-founder-temperament-simpson-chaddha-orthlieb/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Banks)","slug":"investor-stories-460-the-math-behind-venture-returns-when-sizing-matters-more-than-selection-and-growth-over-discounts-wallach-okike-banks","published_at":"2026-02-19T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-460-the-math-behind-venture-returns-when-sizing-matters-more-than-selection-and-growth-over-discounts-wallach-okike-banks","url":"https://fullratchet.net/wallach-okike-banks","duration_seconds":345,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-460-the-math-behind-venture-returns-when-sizing-matters-more-than-selection-and-growth-over-discounts-wallach-okike-banks/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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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)","slug":"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","published_at":"2026-02-16T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/seth-levine","duration_seconds":2918,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Simpson)","slug":"investor-stories-459-inside-the-best-lp-questions-getting-better-over-time-building-networks-and-driving-outcomes-effron-austin-simpson","published_at":"2026-02-12T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-459-inside-the-best-lp-questions-getting-better-over-time-building-networks-and-driving-outcomes-effron-austin-simpson","url":"https://fullratchet.net/effron-austin-simpson","duration_seconds":292,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-459-inside-the-best-lp-questions-getting-better-over-time-building-networks-and-driving-outcomes-effron-austin-simpson/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Orlovski)","slug":"investor-stories-458-anti-portfolio-lessons-netflix-by-mail-palantir-at-the-wrong-price-and-the-cost-of-price-sensitivity-madera-bussgang-orlovski","published_at":"2026-02-09T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-458-anti-portfolio-lessons-netflix-by-mail-palantir-at-the-wrong-price-and-the-cost-of-price-sensitivity-madera-bussgang-orlovski","url":"https://fullratchet.net/madera-bussgang-orlovski","duration_seconds":550,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-458-anti-portfolio-lessons-netflix-by-mail-palantir-at-the-wrong-price-and-the-cost-of-price-sensitivity-madera-bussgang-orlovski/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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Hudson)","slug":"investor-stories-457-lessons-for-early-career-vcs-fiduciary-mindset-power-law-discipline-and-personal-edge-dash-okike-hudson","published_at":"2026-02-05T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/investor-stories-457-lessons-for-early-career-vcs-fiduciary-mindset-power-law-discipline-and-personal-edge-dash-okike-hudson","url":"https://fullratchet.net/dash-okike-hudson","duration_seconds":445,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/investor-stories-457-lessons-for-early-career-vcs-fiduciary-mindset-power-law-discipline-and-personal-edge-dash-okike-hudson/transcription-requests","description":"Idempotently request low-priority transcript generation for this 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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)","slug":"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","published_at":"2026-02-02T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-full-ratchet/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","url":"https://fullratchet.net/jon-callaghan","duration_seconds":3878,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-full-ratchet/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-full-ratchet/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}