Investor Stories 485: Inside VC Anti-Portfolios: Missing Whatnot, Facebook & MongoDB (Dillon, Cheng, Black)

Jul 23, 202606:57Technology

On this special segment of The Full Ratchet, the following Investors are featured: Natalie Dillon of Maveron Larry Cheng of Volition Capital Ben Black of Akkadian Ventures and Powerlaw Corp Each investor highlights a sit...

Related Episodes

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

Oct 1, 2026 - 06:17

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

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

Sep 28, 2026 - 55:06

Ross Fubini and Manish Patel of XYZ Venture Capital joins Nick to discuss The Power of Founder Mafias, Wh...

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

Sep 24, 2026 - 04:27

On this special segment of The Full Ratchet, the following Investors are featured: Glenn Solomon of Notab...

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

Sep 17, 2026 - 06:23

On this special segment of The Full Ratchet, the following Investors are featured: Larry Cheng of Volitio...

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

Sep 14, 2026 - 48:19

John Chen of Fika Ventures joins Nick to discuss Fear and Greed in AI, The Rise of Kingmakers, and Is See...

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

Sep 10, 2026 - 05:42

On this special segment of The Full Ratchet, the following Investors are featured: Grant Demaree of Onebr...

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

Sep 3, 2026 - 05:57

On this special segment of The Full Ratchet, the following Investors are featured: Mark Peter Davis of In...

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)

Aug 31, 2026 - 44:01

Vivek Vaidya of super{set} joins Nick to discuss AI Cost Structures and Pricing, Proprietary Data Sets Th...