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

Nick Moran

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In their own words

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.

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Nick Moran pitched institutions without converting one; you get a candid lesson in choosing your audience.

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  • to hear an investor admit when stubbornness sent a fundraise toward the wrong prospects
  • to learn why a sales coach puts awkward role-play at the center of training
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Best episodes of The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Short reviews from the PlayNext desk, based on the episodes we processed.

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Episodes

  1. 1

    500. AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Success, and Why Network Driven Firms Can No Longer Compete (Ben Orthlieb)

    ·46m
  2. 2

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

    ·9m
  3. 3

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

    ·7m
  4. 4

    Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)

    ·6m
  5. 5

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

    ·7m
  6. 6

    Investor Stories 448: Hard Lessons in Investing: Mistiming Trends, Relying on Partnership Debate, and Avoiding Good Money After Bad (Hilaly, Dash, Rizik)

    ·8m
  7. 7

    498. The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback (Arianna Simpson)

    ·47m
  8. 8

    Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

    ·6m
  9. 9

    499. A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups (Navin Chaddha)

    ·49m
  10. 10

    Investor Stories 450. How to Succeed Early in VC: Slow Down, Commit to Relationships, and Become an Active Listener (Niehenke, York, Hilaly)

    ·5m
  11. 11

    Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)

    ·6m
  12. 12

    496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

    ·38m
  13. 13

    Investor Stories 447: Choosing the Right VC: Understanding Value Add, Assessing Alignment, and Identifying the Best Board Partner (Jiang, Walsh, Saxena)

    ·5m
  14. 14

    Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)

    ·6m
  15. 15

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

    ·5m
  16. 16

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

    ·7m
  17. 17

    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)

    ·36m
  18. 18

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

    ·5m
  19. 19

    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)

    ·49m
  20. 20

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

    ·5m
  21. 21

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

    ·5m
  22. 22

    Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)

    ·8m
  23. 23

    Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)

    ·7m
  24. 24

    497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

    ·41m
  25. 25

    Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)

    ·5m
  26. 26

    Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)

    ·5m
  27. 27

    Investor Stories 451: Why I Passed: Moving Too Slowly, Misreading Return Drivers, and Passing on Lyft (Banks, Tananbaum, Cohen)

    ·8m
  28. 28

    Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)

    ·7m
  29. 29

    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)

    ·1h 5m
  30. 30

    Investor Stories 452: Raising the Bar on Founders, What 100x Looks Like in Practice, and Why People Matter More Than Ever (Bussgang, Okike, Hudson)

    ·6m
  31. 31

    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)

    ·45m
  32. 32

    Replay - 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)

    ·30m
  33. 33

    Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)

    ·6m
  34. 34

    Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)

    ·6m
  35. 35

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

    ·6m
  36. 36

    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)

    ·11m
  37. 37

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

    ·7m
  38. 38

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

    ·8m
  39. 39

    Investor Stories 456: Inside Visionary Leadership: Platform Leverage, Founder Adaptability, and Market Timing (Rizik, Wang, Wallach)

    ·7m
  40. 40

    Investor Stories 454: When There Are No Good Choices: Navigating Ethical Dilemmas, Founder Splits, and Existential Company Threats (Cohen, Effron, Austin)

    ·8m
  41. 41

    Investor Stories 453: Founder Led Capital Flywheels, Thoughtful Reserve Strategies, and Long Term Fund Design (York, Hsieh, Ramanujam)

    ·7m
  42. 42

    Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)

    ·8m
  43. 43

    Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)

    ·6m
  44. 44

    Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)

    ·5m
  45. 45

    Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)

    ·6m
  46. 46

    Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)

    ·7m
  47. 47

    Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)

    ·7m
  48. 48

    493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)

    Hidden gem

    Jim Tananbaum, CEO of Foresight Capital, returns to discuss how AI is transforming drug discovery, the crushing impact of interest rates on biotech valuations, and why China has become a key source of pharmaceutical innovation.

    ·39m·3 clips
  49. 49

    494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)

    Nick Moran interviews David Cohen, founder and CEO of Techstars, about his return to leadership and the accelerator's evolution since 2018, covering topics like venture capital, startup branding, and entrepreneurial failures.

    ·31m·3 clips
  50. 50

    495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)

    Victor Orlovsky discusses his journey from CTO to founding R136 Ventures, sharing insights on startup branding and how his immigrant background from Uzbekistan influences his venture capital discipline.

    ·39m·3 clips
  51. 51

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

    Jacob Efron of Redpoint shares the hardest lesson he learned as an investor: over-intellectualizing AI categories and needing more certainty.

    Apr 16, 2026·7m
  52. 52

    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)

    An interview with Jake Saper, a general partner at Emergence Capital, discussing his path to venture capital and insights on startup investing.

    Apr 13, 2026·49m
  53. 53

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

    VCs discuss startups they passed on, analyzing their investment decisions and missed opportunities.

    Apr 9, 2026·6m
  54. 54

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

    This episode features a segment where guests discuss visionary founders, with Hemant Moapatra of Lightspeed sharing about a young founder building a hyperspectral satellite company.

    Apr 2, 2026·9m
  55. 55

    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)

    Nick Moran interviews Willie Schlacks, co-founder of EquipmentShare, about their recent IPO and the decision to go public.

    Mar 30, 2026·49m
  56. 56

    Investor Stories 431. Level Heads Build Enduring Companies, The Power of Persistence, and Why Conviction is Everything (Saxena, Delk, Rizik)

    Oct 2, 2025·3m
  57. 57

    Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)

    Sep 29, 2025·9m
  58. 58

    Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)

    Sep 25, 2025·7m
  59. 59

    492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam)

    Sep 22, 2025·48m
  60. 60

    Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen)

    Sep 18, 2025·5m
  61. 61

    Investor Stories 427. Balancing Growth with Profitability, Why the Customer's Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke)

    Sep 15, 2025·10m
  62. 62

    Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly)

    Sep 11, 2025·6m
  63. 63

    491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)

    Sep 8, 2025·36m
  64. 64

    Investor Stories 425. Don't Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang)

    Sep 4, 2025·9m
  65. 65

    Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York)

    Sep 1, 2025·6m
  66. 66

    Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti)

    Aug 28, 2025·8m
  67. 67

    490. Why Foundry Isn't Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld)

    Aug 25, 2025·1h 10m
  68. 68

    Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro)

    Aug 21, 2025·7m
  69. 69

    Investor Stories 421: Rewriting the Playbook (Walsh, Schroepfer, Saxena)

    Aug 18, 2025·6m
  70. 70

    Investor Stories 420: Why I Passed (Abel, Ruscio, Niehenke)

    Aug 14, 2025·6m
  71. 71

    489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)

    Aug 11, 2025·44m
  72. 72

    Investor Stories 419: Key Advice (Patel, Schuler, Walsh)

    Aug 7, 2025·5m
  73. 73

    Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)

    Aug 4, 2025·6m
  74. 74

    Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)

    Jul 31, 2025·7m
  75. 75

    488. Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts (Charles Hudson)

    Jul 28, 2025·43m
  76. 76

    Investor Stories 416: Lessons Learned (Niehenke, York, Hsieh)

    Jul 24, 2025·5m
  77. 77

    Investor Stories 415: Why I Passed (Walsh, Binatti, Schroepfer)

    Jul 21, 2025·5m
  78. 78

    Investor Stories 414: Key Advice (Seides, Patil, Stevens)

    Jul 17, 2025·5m
  79. 79

    487. A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator's Dilemma, and Future-Proofing for Generative AI (Dave Link)

    Nick Moran interviews Dave Link, founder and CEO of ScienceLogic, about his entrepreneurial journey from teenage businesses to building a unicorn AI ops company.

    Jul 14, 2025·52m
  80. 80

    Investor Stories 413: Visionary Founders (Schilling, Abel, Patel)

    Jul 10, 2025·6m
  81. 81

    Investor Stories 412: Best LP Question (Garcia, Tusk, Seides)

    Jul 7, 2025·8m
  82. 82

    Investor Stories 411: Lessons Learned (Patil, Schilling, Abel)

    Jul 3, 2025·7m
  83. 83

    486. From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm (Nnamdi Okike)

    Jun 30, 2025·52m
  84. 84

    Investor Stories 410: Why I Passed (Stevens, Patel, Shen)

    Jun 26, 2025·9m
  85. 85

    Investor Stories 409: Key Advice (Terbell and Clark, Schilling, Abel)

    Jun 23, 2025·4m
  86. 86

    Investor Stories 408: Visionary Founders (Seides, Ralston, Stevens)

    Jun 19, 2025·5m
  87. 87

    485. From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and Ripple… How an Artist Went from Tastemaker to Transformative Healthcare VC (D.A. Wallach)

    An interview with D.A.

    Jun 16, 2025·1h
  88. 88

    Investor Stories 407: Best LP Question (Chau, Terbell and Clark, Schilling)

    Jun 12, 2025·5m
  89. 89

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

    Jun 9, 2025·6m
  90. 90

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

    Jun 5, 2025·7m
  91. 91

    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)

    Jun 2, 2025·46m
  92. 92

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

    May 29, 2025·6m
  93. 93

    Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)

    May 26, 2025·5m
  94. 94

    Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)

    May 22, 2025·5m
  95. 95

    483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)

    May 19, 2025·41m
  96. 96

    Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)

    May 15, 2025·4m
  97. 97

    482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)

    May 12, 2025·49m
  98. 98

    Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)

    May 8, 2025·6m
  99. 99

    481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)

    May 5, 2025·50m
  100. 100

    Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)

    May 1, 2025·7m
  101. 101

    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)

    Apr 28, 2025·1h 6m
  102. 102

    Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)

    Apr 24, 2025·4m
  103. 103

    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)

    An interview with Chris Reisig, managing partner of Renaissance Venture Capital, discussing his path to becoming an LP and the firm's unique fund-of-funds model.

    Apr 21, 2025·43m
  104. 104

    Investor Stories 397: Key Advice (Ho, Yunger, Tusk)

    Apr 17, 2025·7m
  105. 105

    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 Dash)

    Nick Moran interviews Samesh Dash, a general partner at IVP, about the firm's late-stage venture capital thesis and his experience investing in breakout companies.

    Apr 14, 2025·1h 3m
  106. 106

    Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)

    Apr 10, 2025·7m
  107. 107

    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)

    Apr 7, 2025·30m
  108. 108

    Investor Stories 395: Best LP Question (Upham, Ho, Yunger)

    Apr 3, 2025·9m
  109. 109

    476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)

    Nick Moran interviews Ryan Delk, CEO of Primer, about his background in tech and his mission to scale alternative education.

    Mar 31, 2025·48m
  110. 110

    Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)

    Mar 27, 2025·6m
  111. 111

    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)

    Mar 24, 2025·39m
  112. 112

    Investor Stories 393: Why I Passed (Ho, Yunger, Chau)

    Mar 20, 2025·7m
  113. 113

    474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)

    Mar 17, 2025·39m
  114. 114

    Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)

    Mar 13, 2025·9m
  115. 115

    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)

    Mar 10, 2025·42m
  116. 116

    Investor Stories 391: Key Advice (Upham, Patil, Chase)

    Mar 6, 2025·8m
  117. 117

    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)

    Mar 3, 2025·50m
  118. 118

    Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)

    Feb 27, 2025·9m
  119. 119

    471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)

    Feb 24, 2025·31m
  120. 120

    Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)

    Feb 20, 2025·8m
  121. 121

    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)

    Feb 17, 2025·52m
  122. 122

    Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)

    Feb 13, 2025·7m
  123. 123

    469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)

    Feb 10, 2025·34m
  124. 124

    Investor Stories 387: Why I Passed (Patil, Chase, Boduch)

    Feb 6, 2025·5m
  125. 125

    468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

    Feb 3, 2025·45m
  126. 126

    Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)

    Jan 30, 2025·5m
  127. 127

    467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)

    Jan 27, 2025·44m
  128. 128

    Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)

    Jan 23, 2025·5m
  129. 129

    466. Investing in xAI, Wiz, and Flexport; Masayoshi Son's Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)

    Jan 20, 2025·52m
  130. 130

    Investor Stories 384: Visionary Founders (Upham, Patil, Chase)

    Jan 16, 2025·7m
  131. 131

    465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)

    Jan 13, 2025·45m
  132. 132

    Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)

    Jan 9, 2025·6m
  133. 133

    Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)

    Jan 7, 2025·7m
  134. 134

    465. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)

    Jan 6, 2025·44m
  135. 135

    Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)

    Jan 2, 2025·9m
  136. 136

    Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

    Dec 30, 2024·52m
  137. 137

    Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)

    Dec 26, 2024·7m
  138. 138

    Replay - Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)

    Dec 23, 2024·44m
  139. 139

    Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)

    Dec 19, 2024·9m
  140. 140

    464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They're Obvious (Han Shen)

    Dec 16, 2024·53m
  141. 141

    Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)

    Dec 12, 2024·7m
  142. 142

    463. Lessons from Larry Page, Why Subscriptions Won't Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products (Manish Patel)

    Dec 9, 2024·54m
  143. 143

    Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)

    Dec 5, 2024·6m
  144. 144

    462. The Founder and CEO of G2 on AI's Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)

    Dec 2, 2024·41m
  145. 145

    Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)

    Nov 28, 2024·8m
  146. 146

    461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

    Nov 25, 2024·40m
  147. 147

    Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)

    Nov 21, 2024·6m
  148. 148

    460. Why Culture is King, The Role of "Founder Mode" in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)

    Nov 18, 2024·46m
  149. 149

    Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)

    Nov 14, 2024·10m
  150. 150

    459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it's at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)

    Nov 11, 2024·38m
  151. 151

    Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)

    Nov 7, 2024·7m
  152. 152

    458. Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)

    Nov 4, 2024·47m
  153. 153

    Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel)

    Oct 31, 2024·6m
  154. 154

    457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)

    Oct 28, 2024·42m
  155. 155

    Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway)

    Oct 24, 2024·8m
  156. 156

    456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark)

    Oct 21, 2024·46m
  157. 157

    Investor Stories 370: Lessons Learned (Nozad, Joaquin, Heitzmann)

    Oct 17, 2024·8m
  158. 158

    455. From Campaigns to Code: The Intersection of Tech, Politics, and Regulation (Bradley Tusk)

    Oct 14, 2024·56m
  159. 159

    Investor Stories 369: Why I Passed (Yormak, Bhattacharyya, Holloway)

    Oct 10, 2024·9m
  160. 160

    454. Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition (David Garcia)

    Oct 7, 2024·47m
  161. 161

    Investor Stories 368: Disruptive Forces (Klein, Joaquin, Felesky)

    Oct 3, 2024·6m
  162. 162

    453. Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture (Mike Whitmire)

    Sep 30, 2024·37m
  163. 163

    Investor Stories 367: Key Advice (Rueckert, Patricof, Strebulaev)

    Sep 26, 2024·7m
  164. 164

    452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative "Takeunders" the Solution to Lina Khan's FTC Agenda (Laura Chau)

    Sep 23, 2024·37m
  165. 165

    Investor Stories 366: Visionary Founders (Strebulaev, Nozad, Joaquin)

    Sep 19, 2024·9m
  166. 166

    451. Who Wins in the Cat and Mouse Game of Cyber, Open Source's Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? (Oren Yunger)

    Sep 16, 2024·42m
  167. 167

    Investor Stories 365: Best LP Question (Tunguz, Rotman, Patricof & Levy)

    Sep 12, 2024·9m
  168. 168

    450. The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success (Gregory Ho)

    Sep 9, 2024·43m
  169. 169

    Investor Stories 364: Disruptive Forces (Bhattacharyya, Heitzmann, von Tobel)

    Sep 5, 2024·6m
  170. 170

    449. Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain (Eric Boduch)

    Sep 2, 2024·38m
  171. 171

    Investor Stories 363: Key Advice (Tunguz, Nozad, Joaquin)

    Aug 29, 2024·4m
  172. 172

    448. Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024 (Jill Chase)

    Aug 26, 2024·39m
  173. 173

    Investor Stories 362: Lessons Learned (Patricof, Strebulaev, Yormak)

    Aug 22, 2024·7m
  174. 174

    447. From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics (Sandeep Patil)

    Aug 19, 2024·46m
  175. 175

    Investor Stories 361: Why I Passed (Jensen, Nozad, Joaquin)

    Aug 15, 2024·6m
  176. 176

    446. Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything (Phin Upham)

    Aug 12, 2024·1h 3m
  177. 177

    Investor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)

    Aug 8, 2024·5m
  178. 178

    445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)

    Aug 5, 2024·1h 5m
  179. 179

    Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)

    Aug 1, 2024·6m
  180. 180

    444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)

    Jul 29, 2024·59m
  181. 181

    Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)

    Jul 25, 2024·6m
  182. 182

    443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)

    Jul 22, 2024·52m
  183. 183

    Investor Stories 357: Key Advice (Klein, Jensen, Edelson)

    Jul 18, 2024·7m
  184. 184

    442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)

    Jul 15, 2024·37m
  185. 185

    Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)

    Jul 11, 2024·8m
  186. 186

    441. ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)

    Jul 8, 2024·47m
  187. 187

    Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)

    Jul 4, 2024·10m
  188. 188

    440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)

    Jul 1, 2024·43m
  189. 189

    Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)

    Jun 27, 2024·6m
  190. 190

    439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)

    Jun 24, 2024·53m
  191. 191

    Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)

    Jun 20, 2024·5m
  192. 192

    438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

    Jun 17, 2024·53m
  193. 193

    Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)

    Jun 13, 2024·5m
  194. 194

    437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)

    Jun 10, 2024·58m
  195. 195

    Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)

    Jun 6, 2024·7m
  196. 196

    436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)

    Jun 3, 2024·44m
  197. 197

    Investor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)

    May 30, 2024·7m
  198. 198

    435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)

    May 27, 2024·35m
  199. 199

    Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)

    May 23, 2024·8m
  200. 200

    434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)

    May 20, 2024·54m
  201. 201

    Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)

    May 16, 2024·5m
  202. 202

    433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)

    May 13, 2024·52m
  203. 203

    Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)

    May 9, 2024·7m
  204. 204

    432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)

    May 6, 2024·1h 1m
  205. 205

    Investor Stories 346: Key Advice (Green, Beller, Jain)

    May 2, 2024·6m
  206. 206

    431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)

    Apr 29, 2024·51m
  207. 207

    Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)

    Apr 25, 2024·4m
  208. 208

    430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)

    Apr 22, 2024·1h 6m
  209. 209

    Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)

    Apr 18, 2024·7m
  210. 210

    429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)

    Apr 15, 2024·53m
  211. 211

    Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)

    Apr 11, 2024·6m
  212. 212

    428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)

    Apr 8, 2024·37m
  213. 213

    Investor Stories 342: Why I Passed (Green, Walsh, Aoun)

    Apr 4, 2024·7m
  214. 214

    427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)

    Apr 1, 2024·44m
  215. 215

    Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)

    Mar 28, 2024·5m
  216. 216

    426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)

    Mar 25, 2024·42m
  217. 217

    Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)

    Mar 21, 2024·5m
  218. 218

    425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)

    Mar 18, 2024·32m
  219. 219

    Investor Stories 339: Disruptive Forces (Tully, Jones, Green)

    Mar 14, 2024·7m
  220. 220

    424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)

    Mar 11, 2024·39m
  221. 221

    Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)

    Mar 7, 2024·6m
  222. 222

    423. The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)

    Mar 4, 2024·39m
  223. 223

    Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)

    Feb 29, 2024·6m
  224. 224

    422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)

    Feb 26, 2024·48m
  225. 225

    Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)

    Feb 22, 2024·7m
  226. 226

    421. Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)

    Feb 19, 2024·44m
  227. 227

    Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)

    Feb 15, 2024·5m
  228. 228

    420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)

    Feb 12, 2024·43m
  229. 229

    Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)

    Feb 8, 2024·6m
  230. 230

    419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)

    Feb 5, 2024·38m
  231. 231

    Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)

    Feb 1, 2024·7m
  232. 232

    418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)

    Jan 29, 2024·43m
  233. 233

    Investor Stories 332: Best LP Question (Stack, Tully, Green)

    Jan 25, 2024·6m
  234. 234

    417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)

    Jan 22, 2024·36m
  235. 235

    Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)

    Jan 18, 2024·10m
  236. 236

    416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)

    Jan 15, 2024·38m
  237. 237

    Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)

    Jan 11, 2024·6m
  238. 238

    415. 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture (Ramy Adeeb)

    Jan 8, 2024·54m
  239. 239

    Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)

    Jan 6, 2024·47m
  240. 240

    Investor Stories 329: Lessons Learned (Stack, Tully, Green)

    Jan 4, 2024·5m
  241. 241

    Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)

    Jan 1, 2024·38m
  242. 242

    Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)

    Dec 30, 2023·49m
  243. 243

    Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)

    Dec 28, 2023·9m
  244. 244

    Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)

    Dec 25, 2023·49m
  245. 245

    Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)

    Dec 23, 2023·1h 9m
  246. 246

    Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)

    Dec 21, 2023·6m
  247. 247

    414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)

    Dec 18, 2023·46m
  248. 248

    Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)

    Dec 14, 2023·5m
  249. 249

    413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)

    Dec 11, 2023·38m
  250. 250

    Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)

    Dec 7, 2023·8m
  251. 251

    412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)

    Dec 4, 2023·46m
  252. 252

    Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)

    Nov 30, 2023·12m
  253. 253

    411. Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)

    Nov 27, 2023·41m
  254. 254

    Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)

    Nov 23, 2023·8m
  255. 255

    410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)

    Nov 20, 2023·38m
  256. 256

    Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)

    Nov 16, 2023·6m
  257. 257

    409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)

    Nov 13, 2023·46m
  258. 258

    Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)

    Nov 9, 2023·7m
  259. 259

    408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily Lyman)

    Nov 6, 2023·40m
  260. 260

    Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)

    Nov 2, 2023·16m
  261. 261

    407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)

    Oct 30, 2023·46m
  262. 262

    Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)

    Oct 26, 2023·7m
  263. 263

    406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)

    Oct 23, 2023·51m
  264. 264

    Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)

    Oct 19, 2023·6m
  265. 265

    405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)

    Oct 16, 2023·24m
  266. 266

    Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)

    Oct 12, 2023·8m
  267. 267

    404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)

    Oct 9, 2023·52m
  268. 268

    Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)

    Oct 5, 2023·8m
  269. 269

    403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)

    Oct 2, 2023·39m
  270. 270

    Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)

    Sep 28, 2023·6m
  271. 271

    402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)

    Sep 25, 2023·55m
  272. 272

    Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)

    Sep 21, 2023·6m
  273. 273

    401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)

    Sep 18, 2023·52m
  274. 274

    Investor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)

    Sep 14, 2023·9m
  275. 275

    400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)

    Sep 11, 2023·58m
  276. 276

    Investor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)

    Sep 7, 2023·7m
  277. 277

    399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)

    Sep 4, 2023·33m
  278. 278

    Investor Stories 311: Why I Passed (Biederman, Kaul, Susan)

    Aug 31, 2023·7m
  279. 279

    398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)

    Aug 28, 2023·40m
  280. 280

    Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)

    Aug 24, 2023·11m
  281. 281

    397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)

    Aug 21, 2023·1h 2m
  282. 282

    Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)

    Aug 17, 2023·5m
  283. 283

    396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)

    Aug 14, 2023·36m
  284. 284

    Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)

    Aug 10, 2023·8m
  285. 285

    395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)

    Aug 7, 2023·52m
  286. 286

    Investor Stories 307: What's Next (Kaul, Susan, Lerer)

    Aug 3, 2023·10m
  287. 287

    394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses

    Jul 31, 2023·52m
  288. 288

    Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)

    Jul 27, 2023·7m
  289. 289

    393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)

    Jul 24, 2023·32m
  290. 290

    Investor Stories 305 Lessons Learned (Conrad, Kaul, Susan)

    Jul 20, 2023·9m
  291. 291

    392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)

    Jul 17, 2023·46m
  292. 292

    Investor Stories 304: What's Next (Biederman, Agarwal, Barnes)

    Jul 13, 2023·6m
  293. 293

    391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)

    Jul 10, 2023·52m
  294. 294

    Investor Stories 303: Post Mortems (Tisch, Conrad, Kaul)

    Jul 6, 2023·8m
  295. 295

    390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)

    Jul 3, 2023·47m
  296. 296

    Investor Stories 302: Lessons Learned (Tarczynski, Agarwal, Barnes)

    Jun 29, 2023·11m
  297. 297

    389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)

    Jun 26, 2023·41m
  298. 298

    Investor Stories 301: Lessons Learned (Zullo, Dockery, Biederman)

    Jun 22, 2023·7m
  299. 299

    388. The True Legend, Tony Conrad, on Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best (Tony Conrad)

    Jun 19, 2023·57m
  300. 300

    Investor Stories 300: Post Mortems (Eylath, Harrison, Pruden)

    Jun 15, 2023·8m
  301. 301

    387. Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto Regulation (David Pakman)

    Jun 12, 2023·43m
  302. 302

    Investor Stories 299: Why I Passed (Tisch, Chan & Ebrahimi, Conrad)

    Jun 8, 2023·8m
  303. 303

    386. Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders Before Anyone Else, And Debating Whether or Not Venture Has Hit The Bottom (Kyle Harrison and Eric Tarczynski)

    Jun 5, 2023·45m
  304. 304

    Investor Stories 298: Strange & Unusual (Zullo, Shakir, Andelman)

    Jun 1, 2023·5m
  305. 305

    385. Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source (Rodrigo Liang)

    May 29, 2023·50m
  306. 306

    Investor Stories 297: What's Next (Dockery, Tisch, Harrison)

    May 25, 2023·8m
  307. 307

    384. Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell (Wes Chan and Pegah Ebrahimi)

    May 22, 2023·44m
  308. 308

    Investor Stories 296_ Lessons Learned (Shakir, Tisch, Chan & Ebrahi)

    May 18, 2023·7m
  309. 309

    383. The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? (Alex Konrad)

    May 15, 2023·47m
  310. 310

    Investor Stories 295: Why I Passed (Andelman, Dockery, Tarczynski)

    May 11, 2023·10m
  311. 311

    Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)

    May 8, 2023·47m
  312. 312

    Investor Stories 294: What's Next (Chan & Ebrahim, Shakir, Zullo)

    May 4, 2023·10m
  313. 313

    The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work (Rex Woodbury)

    May 1, 2023·47m
  314. 314

    The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health (Deena Shakir)

    Apr 27, 2023·31m
  315. 315

    Investor Stories 293: Post Mortems (Andelman, Chan & Ebrahi, Liang)

    Apr 24, 2023·7m
  316. 316

    380. The Future of Generative AI, Innovating at the Hardware Layer, and the Path to Artificial General Intelligence (Rodrigo Liang)

    Apr 24, 2023·58m
  317. 317

    Investor Stories 292: Lessons Learned (Zullo, Shakir, Pruden)

    Apr 20, 2023·7m
  318. 318

    379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)

    Apr 17, 2023·59m
  319. 319

    Investor Stories 291: Why I Passed (Ross, Shakir, Zullo)

    Apr 13, 2023·7m
  320. 320

    378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)

    Apr 10, 2023·24m
  321. 321

    Investor Stories 290: What's Next (Andelman, Hershenson, Pruden)

    Apr 6, 2023·6m
  322. 322

    377. From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet (Alex Pruden)

    Apr 3, 2023·41m
  323. 323

    Investor Stories 289: Post Mortems (Schlacks, Hershenson, Zullo)

    Mar 30, 2023·5m
  324. 324

    376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)

    Mar 27, 2023·54m
  325. 325

    Investor Stories 288: Strange & Unusual (Eylath, Ross, Hershenson)

    Mar 23, 2023·6m
  326. 326

    Founding Unicorn Startup Alloy, How to Scale a Go To Market Strategy, and The Next 10 Years in FinTech (Laura Spiekerman)

    Mar 20, 2023·38m
  327. 327

    Investor Stories 287: Lessons Learned (Ross, Viswanathan, Alon)

    Mar 16, 2023·7m
  328. 328

    Key Drivers in Cloud and Security, Wiz's Unconventional GTM Decision, Insights on Earnings Predictability, and Lessons from Datadog, Discord, Slack and Coalition (Shardul Shah)

    Mar 13, 2023·44m
  329. 329

    Investor Stories 286: Why I Passed (Lefcourt, Hershenson, Viswanathan)

    Mar 9, 2023·6m
  330. 330

    Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine (Kristi Ross)

    Mar 6, 2023·35m
  331. 331

    Investor Stories 285: Post Mortems (Draper, Lefcourt, Sugden)

    Mar 2, 2023·7m
  332. 332

    372. The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and The Current Macro Environment(Dan Ahrens)

    Feb 27, 2023·47m
  333. 333

    Investor Stories 284: What's Next (O'Malley, Viswanathan, Schlacks)

    Feb 23, 2023·8m
  334. 334

    Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth (Mar Hershenson)

    Feb 20, 2023·35m
  335. 335

    Investor Stories 283: Why I Passed (Mejia Hernandez, Wroblewski, Burnham)

    Feb 16, 2023·8m
  336. 336

    Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC (Drew Oetting)

    Feb 13, 2023·50m
  337. 337

    Investor Stories 282: Strange & Unusual (Viswanathan, Lefcourt, Alon)

    Feb 9, 2023·6m
  338. 338

    What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO (Henrik Werdelin)

    Feb 6, 2023·36m
  339. 339

    Investor Stories 281: Lessons Learned (Kadavy, Burnham, Hamed)

    Feb 2, 2023·9m
  340. 340

    From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nadav Eylath)

    Jan 30, 2023·36m
  341. 341

    Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)

    Jan 26, 2023·6m
  342. 342

    2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)

    Jan 23, 2023·47m
  343. 343

    2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)

    Jan 19, 2023·28m
  344. 344

    Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)

    Jan 16, 2023·9m
  345. 345

    Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)

    Jan 12, 2023·9m
  346. 346

    365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)

    Jan 9, 2023·42m
  347. 347

    Investor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden)

    Jan 7, 2023·7m
  348. 348

    Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)

    Jan 5, 2023·36m
  349. 349

    Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)

    Jan 2, 2023·48m
  350. 350

    Replay - The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)

    Dec 31, 2022·47m
  351. 351

    Investor Stories 276: Lessons Learned (Draper, Holiday, Mason)

    Dec 29, 2022·6m
  352. 352

    Replay - The DNA of Startup Success (John Vrionis)

    Dec 26, 2022·52m
  353. 353

    Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)

    Dec 22, 2022·6m
  354. 354

    The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)

    Dec 19, 2022·38m
  355. 355

    Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)

    Dec 15, 2022·13m
  356. 356

    363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)

    Dec 12, 2022·44m
  357. 357

    Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)

    Dec 8, 2022·9m
  358. 358

    362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)

    Dec 5, 2022·33m
  359. 359

    Investor Stories 272: Strange & Unusual (Sands, Hamed, Draper)

    Dec 1, 2022·6m
  360. 360

    361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)

    Nov 28, 2022·44m
  361. 361

    Investor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez)

    Nov 24, 2022·9m
  362. 362

    360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)

    Nov 21, 2022·42m
  363. 363

    Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)

    Nov 17, 2022·6m
  364. 364

    359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)

    Nov 14, 2022·37m
  365. 365

    Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko)

    Nov 10, 2022·7m
  366. 366

    Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)

    Nov 7, 2022·51m
  367. 367

    Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)

    Nov 3, 2022·7m
  368. 368

    Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)

    Oct 31, 2022·32m
  369. 369

    Investor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera)

    Oct 27, 2022·4m
  370. 370

    Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger)

    Oct 24, 2022·30m
  371. 371

    Investor Stories 266: Lessons Learned (Jones, Sands, Borumand)

    Oct 20, 2022·6m
  372. 372

    Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)

    Oct 17, 2022·42m
  373. 373

    Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)

    Oct 13, 2022·6m
  374. 374

    The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)

    Oct 10, 2022·42m
  375. 375

    Investor Stories 264: Why I Passed (Sands, Page, Falvey)

    Oct 6, 2022·5m
  376. 376

    The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)

    Oct 3, 2022·40m
  377. 377

    Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)

    Sep 29, 2022·7m
  378. 378

    352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)

    Sep 26, 2022·49m
  379. 379

    Investor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley)

    Sep 22, 2022·6m
  380. 380

    351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)

    Sep 19, 2022·36m
  381. 381

    Investor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri)

    Sep 15, 2022·10m
  382. 382

    How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)

    Sep 12, 2022·48m
  383. 383

    Investor Stories 260: What's Next (Rivera, Sarracino, Mason)

    Sep 8, 2022·6m
  384. 384

    The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski)

    Sep 5, 2022·45m
  385. 385

    Investor Stories 259: Why I Passed (Jones, Khera, Borumand)

    Sep 1, 2022·8m
  386. 386

    348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley)

    Aug 29, 2022·51m
  387. 387

    Investor Stories 258: Post Mortems (Page, Zhuo, Sands)

    Aug 25, 2022·10m
  388. 388

    Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC (Samara Mejia Hernandez)

    Aug 22, 2022·46m
  389. 389

    Investor Stories 257: Strange & Unusual (Falvey, Mehta, Kadavy)

    Aug 18, 2022·5m
  390. 390

    Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of SaaS (Mark Ghermezian)

    Aug 15, 2022·39m
  391. 391

    Investor Stories 256: Lessons Learned (Wroblewski, Evans, Nagaraj)

    Aug 11, 2022·7m
  392. 392

    345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri)

    Aug 8, 2022·1h 11m
  393. 393

    Investor Stories 255: What's Next (Fernandez, Barrile, Saenko)

    Aug 4, 2022·7m
  394. 394

    An Inside Look Into Stonks, the Democratization of Dealflow and the Future of Startup Investing (Ali Moiz)

    Aug 1, 2022·38m
  395. 395

    Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader)

    Jul 28, 2022·7m
  396. 396

    Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason)

    Jul 25, 2022·46m
  397. 397

    Investor Stories 253: Post Mortems (Cohen, Suissa, Go)

    Jul 21, 2022·7m
  398. 398

    Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)

    Jul 18, 2022·36m
  399. 399

    Investor Stories 252: Strange & Unusual (Page, Kashyap, Sankar)

    Jul 14, 2022·6m
  400. 400

    Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3 (Neha Khera)

    Jul 11, 2022·35m
  401. 401

    Investor Stories 251: Lessons Learned (Rivera, Ebinger, Saenko)

    Jul 7, 2022·9m
  402. 402

    Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones)

    Jul 4, 2022·43m
  403. 403

    Investor Stories 250: What's Next (Sippel, Zulkosky, Sands)

    Jun 30, 2022·8m
  404. 404

    Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed (Howard Morgan)

    Jun 27, 2022·48m
  405. 405

    Investor Stories 249: Why I Passed (Rivera, Levine, Mehta)

    Jun 23, 2022·9m
  406. 406

    338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski)

    Jun 20, 2022·46m
  407. 407

    Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino)

    Jun 16, 2022·9m
  408. 408

    Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem)

    Jun 13, 2022·39m
  409. 409

    Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino)

    Jun 9, 2022·6m
  410. 410

    The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M (Nick Moran)

    Nick Moran and Nate Parati connect Newstack’s $42.6 million second fund to the “Mendoza line” of VC investing.

    Jun 6, 2022·1h 21m·2 clips
  411. 411

    Investor Stories 246: Lessons Learned (Go, Sankar, Page)

    Jun 2, 2022·6m
  412. 412

    The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans)

    May 30, 2022·55m
  413. 413

    A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)

    May 26, 2022·37m
  414. 414

    Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)

    May 23, 2022·11m
  415. 415

    Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)

    May 19, 2022·7m
  416. 416

    Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)

    May 16, 2022·44m
  417. 417

    Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)

    May 12, 2022·6m
  418. 418

    11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Miriam Rivera)

    May 9, 2022·42m
  419. 419

    Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)

    May 5, 2022·8m
  420. 420

    The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall)

    May 2, 2022·47m
  421. 421

    Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)

    Apr 28, 2022·6m
  422. 422

    Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)

    Apr 25, 2022·43m
  423. 423

    Investor Stories 240: What's Next (Nagaraj, Falvey, Page)

    Apr 21, 2022·7m
  424. 424

    The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette)

    Apr 18, 2022·47m
  425. 425

    Investor Stories 239: Why I Passed (Hung, Sankar, Cohen)

    Apr 14, 2022·6m
  426. 426

    Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand)

    Apr 11, 2022·32m
  427. 427

    Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo)

    Apr 7, 2022·6m
  428. 428

    The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics (Steve Sarracino)

    Apr 4, 2022·42m
  429. 429

    Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille)

    Mar 31, 2022·7m
  430. 430

    FoodTech's Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn't like Cannabis (Jenny Stojkovic)

    Mar 28, 2022·42m
  431. 431

    Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader)

    Mar 24, 2022·8m
  432. 432

    Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky)

    Mar 21, 2022·49m
  433. 433

    Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston)

    Mar 17, 2022·6m
  434. 434

    Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today's Most Compelling Climate Technologies (Maryanna Saenko)

    Mar 14, 2022·40m
  435. 435

    Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel)

    Mar 10, 2022·7m
  436. 436

    Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page)

    Mar 7, 2022·31m
  437. 437

    Investor Stories 233: Strange & Unusual (Levine, Wiener, Go)

    Mar 3, 2022·8m
  438. 438

    Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill)

    Feb 28, 2022·43m
  439. 439

    Post Mortems (Sun, Foxe Blader, Mehta)

    Feb 24, 2022·7m
  440. 440

    Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen)

    Feb 21, 2022·33m
  441. 441

    Investor Stories 231: Lessons Learned (Paxhia, Wilkins, Heddleston)

    Feb 17, 2022·8m
  442. 442

    Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation (Ryan Falvey)

    Feb 14, 2022·47m
  443. 443

    Investor Stories 230: What's Next (Grayson & Holt, Go, Lehr)

    Feb 10, 2022·7m
  444. 444

    Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company (Sunil Nagaraj)

    Feb 7, 2022·40m
  445. 445

    Investor Stories 229: Why I Passed (Libby, Larco, Kashyap)

    Feb 3, 2022·7m
  446. 446

    Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers (Marcelino Pantoja)

    Jan 31, 2022·26m
  447. 447

    Investor Stories 228: Strange & Unusual (Luerssen, Pascucci, Ebinger)

    Jan 27, 2022·7m
  448. 448

    The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data (Santosh Sankar)

    Jan 24, 2022·48m
  449. 449

    Investor Stories 227: Post Mortems (Hung, Requarth, Mead)

    Jan 20, 2022·7m
  450. 450

    316. Fika's Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled (TX Zhuo)

    Jan 17, 2022·51m
  451. 451

    315. 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First (Ramy Adeeb)

    Jan 13, 2022·27m
  452. 452

    314. 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup (Ramy Adeeb)

    Jan 10, 2022·31m
  453. 453

    Investor Stories 226: Lessons Learned (Tamaseb, Mehta, Wiener)

    Jan 6, 2022·9m
  454. 454

    313. Norwest's New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn's Product 20x (Parker Barrile)

    Jan 3, 2022·45m
  455. 455

    Investor Stories 225: What's Next (Paxhia, Sun, Suissa)

    Jan 1, 2022·12m
  456. 456

    Replay — The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)

    Dec 30, 2021·39m
  457. 457

    Replay — Getting Smart on a New Market, Parts 1 & 2 (Charles Hudson)

    Dec 27, 2021·1h 13m
  458. 458

    Investor Stories 224: Why I Passed (Thakker, Nauiokas, Lehr)

    Dec 25, 2021·8m
  459. 459

    Replay — GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)

    Dec 23, 2021·54m
  460. 460

    Replay — NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)

    Dec 20, 2021·59m
  461. 461

    Investor Stories 223: Post Mortems (Smerklo, Maughan, Larco, Wiener)

    Dec 16, 2021·9m
  462. 462

    312. The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech (Ruth Foxe Blader)

    Dec 13, 2021·31m
  463. 463

    Investor Stories 222: Strange & Unusual (Mead, Sippel, Wilkins)

    Dec 9, 2021·9m
  464. 464

    311. Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks (Russ Heddleston)

    Dec 6, 2021·40m
  465. 465

    Investor Stories 221: Lessons Learned (Requarth, Mehta, Levine)

    Dec 2, 2021·9m
  466. 466

    310. Why We Invested in Urban Sky (Andrew Antonio & Nate Williams)

    Nov 29, 2021·48m
  467. 467

    Investor Stories 220: Why I Passed (Shirota, Go, Sequeira)

    Nov 25, 2021·7m
  468. 468

    309. The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom (Nagraj Kashyap)

    Nov 22, 2021·39m
  469. 469

    Investor Stories 219: Post Mortems (Wallace, Tamaseb, Luerssen)

    Nov 18, 2021·6m
  470. 470

    308. The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics (Nihal Mehta)

    Nov 15, 2021·47m
  471. 471

    Investor Stories 218: Lessons Learned (Libby, Hung, Grayson & Holt)

    Nov 11, 2021·7m
  472. 472

    307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)

    Nov 8, 2021·35m
  473. 473

    Investor Stories 217: Why I Passed (Goldberg, Quinn, Maughan, Ebinger)

    Nov 4, 2021·7m
  474. 474

    306. Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit (Manan Mehta)

    Nov 1, 2021·45m
  475. 475

    Investor Stories 216: Post Mortems (Guleri, Nauiokas, Chitnis, Perelmuter)

    Oct 28, 2021·11m
  476. 476

    305. Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders (Tony Wilkins)

    Oct 25, 2021·48m
  477. 477

    Investor Stories 215: What's Next (Wiener, Larco, Pascucci)

    Oct 21, 2021·7m
  478. 478

    304. IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech (Jonathan Lehr)

    Oct 18, 2021·38m
  479. 479

    Investor Stories 214: Why I Passed (Basu Trivedi, Chuang, Woodard, Sun)

    Oct 14, 2021·13m
  480. 480

    303. Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls (Rob Go)

    Oct 11, 2021·44m
  481. 481

    Investor Stories 213: Post Mortems (Thakker, Libby, Paxhia, Sim)

    Oct 7, 2021·11m
  482. 482

    302. Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area (Jonathan Ebinger)

    Oct 4, 2021·46m
  483. 483

    Investor Stories 212: Lessons Learned (Smerklo, Nauiokas, Shirota, Larco)

    Sep 30, 2021·9m
  484. 484

    301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)

    Sep 28, 2021·44m
  485. 485

    301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)

    Sep 27, 2021·44m
  486. 486

    Investor Stories 211: What's Next (Garg, Quinn, Hung, Requarth)

    Sep 23, 2021·9m
  487. 487

    300. The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC (Victor Pascucci)

    Sep 20, 2021·46m
  488. 488

    Investor Stories 210: Why I Passed (Bannon, Hsu, Rockman, Chitnis)

    Sep 16, 2021·9m
  489. 489

    299. The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate (Seth Levine & Elizabeth MacBride)

    Sep 13, 2021·51m
  490. 490

    Investor Stories 209: Post Mortems (Christian, Goldberg, Conwell, Sequeira)

    Sep 9, 2021·11m
  491. 491

    298. The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis (Emily Paxhia)

    Sep 6, 2021·45m
  492. 492

    Investor Stories 208: Strange & Unusual (Grayson & Holt, Tamaseb, Hung, Larco)

    Sep 2, 2021·10m
  493. 493

    297. How to Raise a VC Fund, The YC for Emerging Managers, and Family Office Trends (Winter Mead)

    Aug 30, 2021·59m
  494. 494

    Investor Stories 207: Lessons Learned (Woodard, Maughan, Martino, Casnocha)

    Aug 26, 2021·10m
  495. 495

    296. Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery (Ben Wiener)

    Aug 23, 2021·48m
  496. 496

    Investor Stories 206: What's Next (McIntyre, Luerssen, Findley, Shirota)

    Aug 19, 2021·7m
  497. 497

    295. Product Manager Turned Investor, Navigating Turbulence pre-IPO on Robinhood's Board, and Unique Sourcing Strategies (Vanessa Larco)

    Aug 16, 2021·47m
  498. 498

    Investor Stories 205: Why I Passed (Warner, Torenberg, Garg, Grayson & Holt)

    Aug 12, 2021·9m
  499. 499

    294. How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class (Ash Fontana)

    Aug 9, 2021·55m
  500. 500

    Investor Stories 204: Post Mortems (Collins, Quinn, Martino, Chuang)

    Aug 5, 2021·11m