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

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

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

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

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

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)

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

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)

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

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

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

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

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)

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

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)

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

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)

In this podcast, Han Shen, the founding partner of iFly VC, shares his investment strategies and insights into the US consumer market. He stresses the importance of truly understanding consumer needs, especially among underserved groups like ethnic minorities. Shen follows a concentrated portfolio approach, focusing on...

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

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)

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

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)