Technology

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans

Nick Moran

A podcast dedicated to demystifying Venture Capital. Nick Moran interviews the VC and Angel investor experts on how they find, evaluate and select the next generation of great technology sta...

Episodes

20 of 1,038 episodes

Investor Stories 498: When Investors Get It Wrong: Lessons in Humility, Focus, and TAM (Fubini and Patel, Rosenbloom, Sagalov)

On this special segment of The Full Ratchet, the following Investors are featured: Ross Fubini and Manish Patel of XYZ Venture Capital Micah...

06:03Oct 29, 2026

520. The Inner Workings of Seed Investing at GC, Why Sector Focus Can Be Limiting, Why Seed Milestones Are Obsolete, and Who to Hire Among Your First 10 Employees (Yuri Sagalov)

Yuri Sagalov of General Catalyst joins Nick to discuss The Inner Workings of Seed Investing at GC, Why Sector Focus Can Be Limiting, Why See...

43:01Oct 26, 2026

Investor Stories 497: Passing on Snapchat, Canva, and Hugging Face: The Rules of Thumb That Cost VCs Billions (Vaidya, Fubini and Patel, Rosenbloom)

On this special segment of The Full Ratchet, the following Investors are featured: Vivek Vaidya of super{set} Ross Fubini and Manish Patel o...

04:17Oct 15, 2026

519. Don't Play the Game on the Field, What the 500 Largest Exits Tell Us, How and When to Sell Secondary, and VC's Identity Crisis (Micah Rosenbloom)

Micah Rosenbloom of Founder Collective joins Nick to discuss Don't Play the Game on the Field, What the 500 Largest Exits Tell Us, How and W...

48:09Oct 12, 2026

Investor Stories 496: Three Lessons for the Next Generation of VCs: Find Your Edge, Build Your Network, Stay in the Game (Solomon, Vaidya, Chen)

On this special segment of The Full Ratchet, the following Investors are featured: Glenn Solomon of Notable Capital Vivek Vaidya of super{se...

05:12Oct 8, 2026

Investor Stories 495: Perseverance at Roofstock, Speed at Zero, Discovery at Anduril — Why These Founders Stand Out (Black, Chen, Fubini and Patel)

On this special segment of The Full Ratchet, the following Investors are featured: Ben Black of Akkadian Ventures John Chen of Fika Ventures...

06:17Oct 1, 2026

518. The Power of Founder Mafias, Why Venture is Bifurcating, and Lessons from Good Strategy, Bad Strategy (Ross Fubini and Manish Patel)

Ross Fubini and Manish Patel of XYZ Venture Capital joins Nick to discuss The Power of Founder Mafias, Why Venture is Bifurcating, and Lesso...

55:06Sep 28, 2026

Investor Stories 494: Passing on Outliers, Misjudging Founder Quality, and Holding Too Tightly — Lessons from Notable, Superset, and Fika (Solomon, Vaidya, Chen)

On this special segment of The Full Ratchet, the following Investors are featured: Glenn Solomon of Notable Capital Vivek Vaidya of super{se...

04:27Sep 24, 2026

Investor Stories 493: Founder CEO Removal, Acquisition Pressure, and Co-Founder Conflict — Lessons from Investors at Volition, Notable, and Fika (Cheng, Solomon, Chen)

On this special segment of The Full Ratchet, the following Investors are featured: Larry Cheng of Volition Capital Glenn Solomon of Notable...

06:23Sep 17, 2026

517. Fear and Greed in AI, The Rise of Kingmakers, and Is Seed the Sucker Round? (John Chen)

John Chen of Fika Ventures joins Nick to discuss Fear and Greed in AI, The Rise of Kingmakers, and Is Seed the Sucker Round?. In this episod...

48:19Sep 14, 2026

Investor Stories 492: Best Questions from Grant Emery, Ben Black, and Glenn Solomon: Market Truths, Enduring Value, and Founder Conviction (Demaree, Black, Solomon)

On this special segment of The Full Ratchet, the following Investors are featured: Grant Demaree of Onebrief Ben Black of Akkadian Ventures...

05:42Sep 10, 2026

Investor Stories 491: What Visionary Leaders at Jackpocket, Vercel, and Microsoft Do Differently(Peter Davis, Solomon, Vaidya)

On this special segment of The Full Ratchet, the following Investors are featured: Mark Peter Davis of Interplay Glenn Solomon of Notable Ca...

05:57Sep 3, 2026

516. AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method for Determining Which Problem to Solve First (Vivek Vaidya)

Vivek Vaidya of super{set} joins Nick to discuss AI Cost Structures and Pricing, Proprietary Data Sets That Create Moats, and a Clear Method...

44:01Aug 31, 2026

Investor Stories 490: Investors from Volition, Acadian Ventures, and Interplay Ventures on Building Competence, Operating Experience, and Investing with Purpose (Cheng, Black, Peter Davis)

On this special segment of The Full Ratchet, the following Investors are featured: Larry Cheng of Volition Capital Ben Black of Akkadian Ven...

06:30Aug 27, 2026

Investor Stories 489: Missing Airbnb, Zocdoc, and Prediction Markets — Lessons from the Deals Investors Passed On (Demaree, Peter Davis, Solomon)

On this special segment of The Full Ratchet, the following Investors are featured: Grant Demaree of Onebrief Mark Peter Davis of Interplay G...

05:08Aug 20, 2026

515. 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models (Glenn Solomon)

Glenn Solomon of Notable Capital joins Nick to discuss 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Sq...

01:01:50Aug 17, 2026

Investor Stories 488: Losing Conviction, Overpaying for Discounts, and Selling Too Early — Lessons from Volition, Acadian, and Interplay (Cheng, Black, Peter Davis)

On this special segment of The Full Ratchet, the following Investors are featured: Larry Cheng of Volition Capital Ben Black of Akkadian Ven...

06:57Aug 13, 2026

Investor Stories 487: Legal Battles, Founder Fraud, and High-Stakes Conflict — Lessons from Investors at Acadian Ventures, Interplay Ventures, and OneBrief (Demaree, Black, Peter Davis)

On this special segment of The Full Ratchet, the following Investors are featured: Grant Demaree of Onebrief Ben Black of Akkadian Ventures...

08:36Aug 6, 2026

514. AI's Effect on the Demand Curve, Investing in Durable Barriers, Large Cap vs. Small Cap Seed Deals, and Building an Internal AI Machine (Mark Peter Davis)

Mark Peter Davis of Interplay joins Nick to discuss AI's Effect on the Demand Curve, Investing in Durable Barriers, Large Cap vs. Small Cap...

48:23Aug 3, 2026

Investor Stories 486: The Traits of Visionary Founders: Ecosystem-Scale Thinking, Data-Driven Truth-Seeking, and Relentless Customer Experience Design (Blank, Demaree, Cheng)

On this special segment of The Full Ratchet, the following Investors are featured: Steve Blank of the Gordian Knot Center for National Secur...

08:44Jul 30, 2026