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

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

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

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)

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

This podcast episode discusses the importance of partnership in venture capital and how it contributes to the success or failure of firms. The guest emphasizes the need for a strong partnership dynamic within firms, especially in challenging times. The significance of addressing disagreements within a partnership and e...

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

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

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

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

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)

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

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)

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

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

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

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)

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

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)

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

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

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