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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

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2024-08-12
Investor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)
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445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)
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Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)
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444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)
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Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)
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443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
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Investor Stories 357: Key Advice (Klein, Jensen, Edelson)
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442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)
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Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)
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441. ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
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Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
2024-07-04
440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)
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Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)
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439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)
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Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
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438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
2024-06-17
Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
2024-06-13
437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
2024-06-10
Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)
2024-06-06
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