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

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

Business:Investing

478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh Dash)

478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh Dash)

2025-04-14
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Somesh Dash of IVP joins Nick to discuss Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source. In this episode we cover:

  • AI’s Role in Venture Investing
  • AI Open Source & Model Layer
  • AI in Healthcare, Education & Social Impact
  • Globalization of Tech, Broader Trends & Perspectives
  • Founder Traits & Evaluation
  • Market Dynamics & Cycles
  • Future of Tech & AI-Native Generation

Guest Links:

  • Guest’s LinkedIn
  • Company’s LinkedIn
  • Company’s Website
  • Twitter/X (guest)

The host of The Full Ratchet is Nick Moran 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.

view more

More Episodes

Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)
2025-12-11
Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)
2025-12-08
Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)
2025-12-04
497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)
2025-12-01
Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)
2025-11-27
Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)
2025-11-24
Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)
2025-11-20
496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)
2025-11-17
Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)
2025-11-13
Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)
2025-11-10
Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)
2025-11-06
495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)
2025-11-03
Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)
2025-10-30
Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)
2025-10-27
Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)
2025-10-23
494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)
2025-10-20
Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)
2025-10-16
Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)
2025-10-13
Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)
2025-10-09
493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)
2025-10-06
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