Samir Kaul of Khosla Ventures joins Nick to discuss 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. In this episode we cover: Guest Links: The hosts of The Full Ratchet are Nick Moran…
Brian Barnes of M1 Finance joins Nick to discuss Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years. In this episode we cover: Guest Links: The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack…
Ajay Agarwal of Bain Capital Ventures joins Nick to discuss The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General Partner of…
Rob Biederman of Asymmetric joins Nate to discuss The Surprising Challenge in Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a…
Tony Conrad of True Ventures joins Nick to discuss Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General Partner of New Stack…
David Pakman of Coinfund joins Nate to discuss Why Now is the Best Time to be Investing in Crypto and Web3, What’s Next in NFTs, and The Future of Crypto Regulation . In this episode, we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General Partner…
Kyle Harrison and Eric Tarczynski of Contrary Capital join Nate to discuss 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. In this episode we cover: Guest Links: The host of The Full…
Rodrigo Liang of SambaNova Systems joins Nate to discuss Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source. In this episode, we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General Partner of New Stack…
Wes Chan and Pegah Ebrahimi of FPV Ventures join Nick to discuss Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General Partner…
Alex Konrad of Forbes joins Nick to discuss The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? . In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran, General…