Vivek Vaidya of super{set} joins Nick to discuss AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method for Determining Which Problem to Solve First. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital…
Glenn Solomon of Notable Capital joins Nick to discuss 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick…
Mark Peter Davis of Interplay joins Nick to discuss AI’s Effect on the Demand Curve, Investing in Durable Barriers, Large Cap vs. Small Cap Seed Deals, and Building an Internal AI Machine. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a…
Ben Black of Co-founder & MD of Akkadian Ventures and CIO of Powerlaw Corp joins Nick to discuss Opening Late-Stage Venture to Everyone, Beating 10-Year Lockups, Why Logos Don’t Equal Alpha, and Building Power Law as a Public VC Fund. In this episode we cover: Guest Links: The host of…
Larry Cheng of Volition Capital joins Nick to discuss Is SpaceX Over or Undervalued, Why Consensus Kills, How Chewy Beat Amazon, and the GameStop Saga from a Board Member. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm…
Grant Demaree of Onebrief joins executive producer, Brenna Kyper, to discuss The Future of Military Planning: Defense Tech Beyond the Bubble, AI Software as Combat Power, and the Rise of AI Wargaming. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a…
Eric Ries of the Lean Startup joins Nick to discuss The Hyper-Scaler CEO Whisperer and Founder of the Lean Startup Movement on Incorruptible Startups, Building to Thrive and Survive, and Creating a Governance Fortress. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack…
Sandesh Patnam of Premji Invest joins Nick to discuss The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC. In this episode…
Steve Blank of Adjunct Professor at Stanford joins Nick to discuss Maintaining U.S. Dominance, Navigating Defense Tech, Prime Obsolence, and Why Your Startup is Likely DOA. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing…
Natalie Dillon of Maveron joins Nick to discuss Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture…