Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)

On this special segment of The Full Ratchet, the following Investors are featured: Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz Navin Chaddha of Mayfield Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. 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. We're proud to partner with Ramp , the modern finance automation platform. Book a demo and get $150—no strings attached . Want to keep up to date with The Full Ratchet?

You can listen to Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha) online on Radio and Podcast. Open the player on this page to stream the available audio.

Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha) is an episode from The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans by Nick Moran.

This episode is 06:52 long.

This episode was published on Mar 9, 2026.

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