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The Full Ratchet @TFR_Pod
Joined March 2015
  • Tweets 916
  • Following 175
  • Followers 891
428 Photos and videos
Consumer investing isn’t dead, it’s misunderstood. I sat down with @ntdillon of @Maveron to discuss AI adoption, marketplace liquidity, demographic shifts, and why the next wave of consumer startups may be bigger than expected. Episode 507 is live - link in our bio.
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What happens when software stops being a tool & starts doing the whole job? I sat down with Jake Saper of Emergence Capital to discuss AI-native services, outcome-based pricing, trust as a moat, & why SaaS is being rethought. Episode 506 is brought to you by @dottechdomains.
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Investors share the deals that got away. Why did VCs pass on Solana, Zoom, Twilio, and MongoDB? Featuring @AriannaSimpson of @a16z, @NavinChaddha of @MayfieldFund, and @ethanaustin of Outside VC on the painful lessons behind billion-dollar anti-portfolios.
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What makes a truly visionary founder? @JTananbaum of @ForesiteCapital, @mkhandel of @defyvc, and @davidcohen of @Techstars share stories of exceptional founders they’ve worked with—and the traits that separate them from the rest. Brought to you by @dottechdomains.
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Fintech isn’t an inning — it’s an evergreen evolution. I sat down with Eric Byunn of @CentanaGrowth to discuss 25 years of fintech cycles, growth investing, monopoly myths, identity fraud, and today’s AI-driven expectations. Episode 503 is live now - link in bio.
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In Why I Passed, Paul Madera of @MeritechCapital, @bussgang of @flybridge, and Victor Orlovski of @R136Ventures share the real stories behind passing on @netflix, @PalantirTech, and @VeevaSystems—and the lessons that still shape how they invest. #VentureCapital #Startups
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Being wrong 80–90% of the time isn’t a failure — it’s the job. @jcal7 of @trueventures explains why curiosity, not certainty, drives great venture outcomes, and how long-term thinking and repeat founders shape True’s approach. Episode 501 of The Full Ratchet.
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Episode 500 is live. 500 conversations, countless lessons. For this milestone episode of The Full Ratchet, Benjamin Orthlieb of @BlueMoon_VC joins me to break down AI-native venture and what’s next for VC. Link in bio.
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What separates a good founder from a true 100x founder? @bussgang of @flybridge, @thedatavc of @645ventures, and @chudson of @PrecursorVC break down how their investing philosophies have evolved—and why, at the earliest stages, people now matter far more than markets.
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What happens when Facebook builds your product and wipes out eight years of work? Founder-turned-investor @ethanaustin shares how that journey led to Outside VC, backing outsider founders in fintech and climate. Full episode now live on The Full Ratchet.
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Shamin Walsh of @BAMVentures, @aniehenke of @scalevp, and @aaref of @BainCapVC share stories of working with leaders like @smakani (@Motive_inc), @t_xu (@DoorDash), @patrickc (@Stripe), and @Keller (Zipline)—from deep customer obsession to elite recruiting and relentless focus.
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AI is moving in dog years. I sat down with @Redpoint MD @jacobeffron to talk models vs agents, vertical AI in healthcare and legal, why “T2D3 is dead,” and where the real defensibility will come from in AI apps and tooling. The link to TFR and Episode 496 is in our bio.
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How do great investors evolve? @kyork20 of @YorkGrowth, @someshdash of @IVP, and Paul Madera of @MeritechCapital share how their philosophies have changed — from early angel bets to disciplined diligence and deeper listening. Check out Investor Stories 439 today. Link in bio.
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“Banks will be fully automated—with zero employees.” Victor Orlovski of @R136Ventures joins TFR to discuss DPI without IPOs, late-stage growth traps, why people still trump metrics, and how agentic AI is reshaping fintech and banking. Check out Episode 495 today. Link in bio.
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What’s the one question that stopped these investors in their tracks? @BSchuler (@dfjgrowth), @aniehenke (@scalevp), and @mkhandel (@defyvc) share the smartest questions they’ve ever been asked—by LPs, founders, and peers in Investor Stories Segment 433. Link in bio.
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GLP-1s as longevity drugs, AI-designed molecules, and why late-stage biotech is an unprecedented buyer’s market. Host Nick Moran talks with @JTananbaum, founder/CEO of @ForesiteCapital, on FDA shifts, China’s rise, and holding winners. Link to the full episode is in our bio.
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In this Investor Stories segment, @danibinatti of @pismo_io, Paul Madera of @MeritechCapital & Nnamdi Okike (@thedatavc) of @645ventures share stories of exceptional founders — from @nubank’s @velez_david to @DealerSocket, @rentspree & @overtime — and traits that set them apart.
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Profitability vs. growth. Code vs. customer pain. Film financing vs. SaaS. @kjiangvc at Mangusta Capital, @josephruscio at @heavybit, and @aniehenke at @scalevp share how their investing philosophies evolved — and the lessons that rewrote their playbooks. Tune in today!
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Zoom at Seed. Primer partnerships. A tax-credit unicorn. @vmhsieh of Cypress Growth Capital, @aaref of @BainCapVC, and @delk of @Primer share the tough “Why I Passed” moments — from missed deals to opportunities left on the table. Tune in today!
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Lara Banks of Makena Capital Management on evergreen privates, underwriting beyond track records, co-invest discipline, secondaries as a “third door,” and where AI value will accrue. Episode 491 of The Full Ratchet—don’t miss it.
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