Jon Callaghan of True Ventures joins Nick to discuss Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a…
Ben Orthlieb of Blue Moon joins Nick to discuss AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Success, and Why Network Driven Firms Can No Longer Compete. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick…
Navin Chaddha of Mayfield joins Nick to discuss A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack…
Arianna Simpson of Andreessen Horowitz joins Nick to discuss The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback. 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…
Ethan Austin of Outside VC joins Nick to discuss Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows. 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…
Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm…
Victor Orlovski of R136 Ventures joins Nick to discuss From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking. In this episode we cover: Guest Links: The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm…
David Cohen of Techstars joins Nick to discuss The Techstars Refresh, Why Bigger Isn’t Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift. 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…
Jim Tananbaum of Foresite Capital joins Nick to discuss From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction. 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 in founders…
Madhavan Ramanujam of 49 Palms Ventures joins Nick to discuss Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers. 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…