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

499. 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 (Navin Chaddha)

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

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Valuations, bubbles, and Mayfield's discipline

Navin cautions about high private valuations and emphasizes Mayfield's returns-focused, early-stage investing discipline.

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