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

Financial expert Ambar Bhattacharyya from Maverick Capital dives into Healthcare Deep Dive, discussing AI and GLP-1 mega trends, integration of specialties, and insights on bundling vs. unbundling in the healthcare industry. Topics include healthcare trends, AI adoption, future of healthcare technology, impact of private equity on patient outcomes, and the debate on bundled vs. unbundled solutions. The episode also explores the evolution of healthcare and proactive thinking towards aging and quality of life.

Guests Larsen Jensen, Alex Edelson, and Tomasz Tunguz discuss disruptive forces in the VC industry, including bifurcation in funds, challenges for generalist funds, sourcing strategies, value and index investing trends, and the impact on startups and the VC landscape for the next decade.

Jake Yormak discusses why hardware is attractive for investments, the most interesting areas in AI beyond GenAI, and the modern data stack. He focuses on early-stage companies, challenges and opportunities in hardware investments, and the impact of AI on workflows and profit pools, especially in computer vision and proprietary data. The conversation also covers the evolution of founders, the future of AI in computer vision, and the importance of computer vision in autonomous driving.

Entrepreneurs and investors Colin Walsh, Adrian Aoun, and Semyon Dukach share key advice for early venture career starters. Topics include dedication and resilience in starting a company, humorous warnings about startup challenges, and advice for new investors. Key principles for fund investors are also discussed, emphasizing having a strong thesis, seeking conviction in investments and people, making smaller uncertain bets, and prioritizing belief in individuals over immediate results.

James Joaquin of Obvious Ventures joins Nick to discuss Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science. In this episode we cover: Growth of Funds and Measuring Alignment Between Investors and Founders Investing in Tech Companies with Positive Impact Generative AI for Scientific Breakthroughs and Renewable Energy AI's Potential to Transform Healthcare, Life Expectancy, and Scientific Research Climate Tech Investment Potential and the Role of Venture Capital in Driving Sustainable Economic Growth AI Ethics, Regulation, and Cybercrime Risks Guest Links: LinkedIn Twitter Obvious Ventures The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

On this special segment of The Full Ratchet, the following Investors are featured: David Spreng Larsen Jensen Alex Edelson We asked guests to tell the most important lesson they've learned in their career. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

Pejman Nozad from Pear VC shares his journey from sports journalist to VC, discussing entrepreneurship, sales skills, and building trust with founders. He highlights the importance of evaluating startup potential and exit strategies, emphasizing the need for a mindset geared towards long-term success in venture capital.

On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

Ilya Strebulaev, co-author of the Venture Mindset, discusses venture capital decision-making principles, sourcing strategies, risk management, and unicorn valuations. The episode explores the venture mindset, AI disruption in industries, and surprising insights. Insights on investing during economic downturns, meaningful connections, and portfolio management are also covered.

On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Colin Walsh David Spreng We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!