Tomasz Tunguz of Theory Ventures joins Nick to discuss 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. In this episode we cover: Blockchain and Web3 Databases, with a Focus on Ethereum and Its Potential Dominance AI, Data Analytics, and Their Applications in Business Machine Learning Challenges and Opportunities, AI Innovations in Robotics, Self-Driving Cars, and Programming Usi...
Apr 29, 2024•51 min•Ep 431•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Adrian Aoun Rob Rueckert We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Fo...
Apr 25, 2024•4 min•Ep 345•Transcript available on Metacast Alex Edelson of Slipstream Investors joins Nick to discuss LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection. In this episode we cover: Evaluating Emerging VC Firms and Co-Investing Opportunities Overcoming Challenges in Investing in Emerging Managers with Limited Track Records Evaluating Venture Capitalists' Competitive Advantages and Sustainability Venture Capital Incentives and Non-Consensus Investments Fundraising Challenges for VCs, ...
Apr 22, 2024•1 hr 6 min•Ep 430•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Joe Kaiser Michael Jones Gaurav Jain We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by visiting o...
Apr 18, 2024•7 min•Ep 344•Transcript available on Metacast Larsen Jensen of Harpoon Ventures joins Nick to discuss TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers. In this episode we cover: Startups Selling to Government Sector Geopolitics and National Security in the Tech Industry Startup Potential in Defense Industry Investing in Tech Startups with a Focus on Government Contracts AI Adoption in Government and Enterprise Sectors Supporting Startup Founders with Differe...
Apr 15, 2024•53 min•Ep 429•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Jules Schwerin Morgan Beller We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New...
Apr 11, 2024•6 min•Ep 343•Transcript available on Metacast Ashu Garg of Foundation Capital joins Nate to discuss The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference. In this episode we cover: Venture Capital Investing Strategies and Ideal Founder Characteristics AI Model Development and Its Future AI Models for Legal Tech and Their Potential Applications Tech Giants' Positioning in the AI Shift Google's Innovation Dilemma and AI Adoption Guest Links : LinkedIn X Foundation Capital The hosts of The Full Rat...
Apr 08, 2024•37 min•Ep 428•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Colin Walsh Adrian Aoun Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New...
Apr 04, 2024•7 min•Ep 342•Transcript available on Metacast Brian Long of Attentive joins Nate to discuss The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive. In this episode we cover: Entrepreneurship, Product Development, and Market Opportunity Strategic Decisions for Early-Stage Companies Customer Discovery and Feedback in Product Development Product Market Fit and Customer Acquisition Strategies Customer Problem Evolution and Startup Success Strategies Sales Strategies, Company Growth, ...
Apr 01, 2024•44 min•Ep 427•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Michael Jones Jules Schwerin Jon Keidan We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more abou...
Mar 28, 2024•5 min•Ep 341•Transcript available on Metacast David Spreng of Runway Growth Capital joins Nate to discuss 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique. In this episode we cover: Venture Capital, Technology Investments, and Late-Stage Funding Differentiating Venture Debt Providers and Red Flags to Watch Out For Venture Capital Quality, Liquidity Options, and Restructuring Investing During Market Cycle Peak Venture Debt Market Evolution and Underwriting Model Guest Links :...
Mar 25, 2024•42 min•Ep 426•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Morgan Beller Colin Walsh Adrian Aoun We asked guests to tell the most important lesson they've learned in their career. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by visiting o...
Mar 21, 2024•5 min•Ep 340•Transcript available on Metacast Rob Rueckert of Sorenson Capital joins Nick to discuss How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access. In this episode we cover: Venture Capital, Marketing, and Sales Strategies AI's Impact on the Tech Industry, Jobs, and Innovation Hiring Early Employees, Building a Strong Team, Leadership, and Company Growth Entrepreneurship, investing, and Solving Humanity's Biggest Problems Guest Links : LinkedIn Twitter Sorenson Capital The hosts of T...
Mar 18, 2024•32 min•Ep 425•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Michael Jones Mitchell Green We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Fol...
Mar 14, 2024•7 min•Ep 339•Transcript available on Metacast Semyon Dukach of One Way Ventures joins Nick to discuss Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap. In this episode we cover: Investing, Immigration, and Blackjack Investing in Immigrant Founders and Their Unique Perspectives Startup Investment Criteria and Screening Process Entrepreneurship and Founder Characteristics Investing in Tech Startups, Focusing on Credibility and Founder Quality Investing in AI S...
Mar 11, 2024•39 min•Ep 424•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Peter Wagner Morgan Beller We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by visiting...
Mar 07, 2024•6 min•Ep 338•Transcript available on Metacast Todd Klein of Revolution Growth joins Nate to discuss 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. In this episode we cover: Revolution Growth's Investment Philosophy and Areas of Focus The Current Regulatory Environment for Exits and M&A Comparison of the Internet Paradigm Shift to AI and Identifying Sustainable Trends Evaluating Founders and Distinguishing Those Who Want to Bui...
Mar 04, 2024•39 min•Ep 423•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Mitchell Green We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New S...
Feb 29, 2024•6 min•Ep 337•Transcript available on Metacast Pete Flint of NFX joins Nate to discuss How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing. In this episode we cover: Founding a Successful Tech Startup and Industry Insights Founding NFX, Software Approach to Venture Firm, and Orthogonal Initiatives Venture Capital Investment Strategy and Philosophy Leveraging AI in Marketplaces for Efficient Operations and Novel Consumer Experiences AI-Driven Career Counseling and Autopil...
Feb 26, 2024•48 min•Ep 422•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Rebecca Lynn Tim Tully We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New...
Feb 22, 2024•7 min•Ep 336•Transcript available on Metacast Adrian Aoun of Forward joins Nick to discuss 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. In this episode we cover: AI, Startups, and Entrepreneurship With Google Executives Larry Page and Sergey Brin Democratizing Healthcare Through AI-Powered Pods Healthcare Innovation and Technology Adoption Assessing Talent and Building Teams in Person Vs. Remote Healthcar...
Feb 19, 2024•44 min•Ep 421•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Jon Keidan Morgan Beller Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about Ne...
Feb 15, 2024•5 min•Ep 335•Transcript available on Metacast Raffi Garabedian of Electric Hydrogen joins Nate to discuss Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups. In this episode we cover: Green Hydrogen and Its Potential for Clean Energy Energy Transition and Business Opportunities in a Changing World Green Hydrogen Applications and Timeline for Ammonia Transformation Decarbonization in Various Industries Green Hydrogen Infrastructure Development Green Hydrogen Viabilit...
Feb 12, 2024•43 min•Ep 420•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones We asked guests to tell the most important lesson they've learned in their career. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by visiting o...
Feb 08, 2024•6 min•Ep 334•Transcript available on Metacast Colin Walsh of Varo Bank joins Nate to discuss Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion. In this episode we cover: Entrepreneurship, Risk-Taking and Founding a Fintech Company Financial Innovation and Customer Needs in the Industry Financial Challenges and Technology Solutions Becoming a Bank and Offering Financial Products to Consumers AI's Impact on Financial Services, Operational Risk, and Productivity Guest Links : Twitter L...
Feb 05, 2024•38 min•Ep 419•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Jerry Neumann Joe Kaiser Morgan Beller We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Fol...
Feb 01, 2024•7 min•Ep 333•Transcript available on Metacast Gaurav Jain of Afore Capital joins Nate to discuss Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts. In this episode we cover: AI Paradigm Shift and Its Impact on Venture Capital Investments AI Investment Opportunities in Various Industries Market Size and Founder Potential in Seed Investing Evaluating Founders' Ability to Learn and Grow in a Fast-Paced Startup Environment The State of the Pre-Seed Market and the Importance of...
Jan 29, 2024•43 min•Ep 418•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Tim Tully Mitchell Green We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by visiting ou...
Jan 25, 2024•6 min•Ep 332•Transcript available on Metacast Morgan Beller of NFX joins Nick to discuss 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. In this episode we cover: Stable Coins and Their Potential Use Cases Crypto Regulation, FTX Debacle, and Market Correction Space Technology, Satellite Repair and Competition AI Companies in San Francisco's Hayes Valley Startup Valuations, Founder Skills, and Competitive Advantages ...
Jan 22, 2024•36 min•Ep 417•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Lily Lyman Michael Jones Jon Keidan We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New St...
Jan 18, 2024•10 min•Ep 331•Transcript available on Metacast 
