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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

473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)
2025-03-10
Investor Stories 391: Key Advice (Upham, Patil, Chase)
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472. DeepSeek’s Impact on Other LLMs, AI’s Effect on Software Engineering, Nvidia’s Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)
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Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)
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471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)
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Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)
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470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer)
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Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)
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469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)
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Investor Stories 387: Why I Passed (Patil, Chase, Boduch)
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468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)
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Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)
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467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)
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Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)
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466. Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)
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465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)
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Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)
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Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)
2025-01-07
Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)
2025-01-02
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