The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
May 8, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Importance of Saying No
02:04 • 3min
How to Deal With Investments That Feel Like Tweeners
04:46 • 5min
The Signals Early Stage Investors Are Over Rotating On
10:14 • 3min
The Importance of Portfolio Construction
13:06 • 3min
The Importance of Markups
15:45 • 5min
How to Invest With Concentrated Scaled Ownership
20:30 • 2min
How to Lead a Seed Deal
22:43 • 2min
The Importance of Meeting the CEO
24:36 • 3min
How to Walk the Line Between Market Size and Opportunity
27:16 • 2min
The Future of Investing
28:59 • 3min
How to Invest in a VC Fund for $500
32:23 • 2min
The Future of Seed
34:37 • 5min
The Future of Social Networks
39:18 • 2min
The Future of Social Media
41:48 • 4min
How Combinator Is the Most Interesting Venture Product
45:28 • 2min