461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

The Full Ratchet: A Podcast Dedicated to Demystifying Venture Capital

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for ca. et år siden 40:29

MP3•Episoder hjem

Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC. In this episode we cover:

Challenges in Energy Distribution and Storage
The Role of Batteries and Other Energy Storage Solutions
Data Centers and Energy Consumption
Nuclear Energy and Its Role in the Energy Transition
Financing Challenges and Strategies for Energy and Climate Companies
The Importance of Intellectual Humility and Debate in Investing
Future of AI and Defensibility in Energy Software
Evaluating Revenue Quality and Key Metrics for Success

Guest Links:

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.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

896 episoder

#Tech #Trading #Business #Nick Moran #Angelinvesting #Venturecapital #Alternativeassets #Angels #Privateequity #Raisecapital #Startupfundraising #Startup

461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

The Full Ratchet: A Podcast Dedicated to Demystifying Venture Capital

published for ca. et år siden

Del

MP3•Episoder hjem

Challenges in Energy Distribution and Storage
The Role of Batteries and Other Energy Storage Solutions
Data Centers and Energy Consumption
Nuclear Energy and Its Role in the Energy Transition
Financing Challenges and Strategies for Energy and Climate Companies
The Importance of Intellectual Humility and Debate in Investing
Future of AI and Defensibility in Energy Software
Evaluating Revenue Quality and Key Metrics for Success

Guest Links:

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.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

896 episoder

#Tech #Trading #Business #Nick Moran #Angelinvesting #Venturecapital #Alternativeassets #Angels #Privateequity #Raisecapital #Startupfundraising #Startup

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480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples) 1:06:10

for 16 hours siden1:06:10

1:06:10

Mike Maples of Floodgate joins Nick to discuss The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition. In this episode we cover: The Evolution of Seed Investing Identifying Exceptional Founders The Role of Inflections in Startups The Impact of AI on Startups Sea Changes and Business Model Migrations The Importance of Specificity and Narrative Design The Role of Pattern Recognition in Venture Capital Guest Links: Twitter/X (guest) Guest’s LinkedIn Company’s LinkedIn Company’s Website 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 .…

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Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens) 4:24

for 5 dager siden4:24

4:24

On this special segment of The Full Ratchet, the following Investors are featured: Rusty Ralston and Jay Patil Mathias Schilling Kevin Stevens We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. 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 .…

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479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture’s Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik) 43:25

for 8 dager siden43:25

43:25

Chris Rizik of Renaissance Venture Capital joins Nick to discuss Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture’s Liquidity Crisis, and Why Co-Invests Are a Trap. In this episode we cover: Connectivity and Customer Engagement Undemo Day and Its Unique Features Venture Capital Liquidity Crisis and Exit Problems Co-Investment Rights and Their Challenges Capital Constraints and Pro Rata Rights Valuation and Exit Strategies Capital Efficient Startups and Exit Paths Pharma and Biotech Investments Company Creation and Emerging Models AI and Venture Strategy Midwest Venture Ecosystem and Future Potential Guest Links: Twitter/X (guest) Guest’s LinkedIn Company’s LinkedIn Company’s Website 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 .…

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Investor Stories 397: Key Advice (Ho, Yunger, Tusk) 7:00

for 12 dager siden7:00

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On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Bradley Tusk We asked guests for the most important piece of advice that they'd share with folks early in their venture career. 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 .…

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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… 1:02:39

for 15 dager siden1:02:39

1:02:39

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 .…

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Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia) 6:41

for 19 dager siden6:41

6:41

On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Mike Whitmire David Garcia We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. 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 .…

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477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly) 30:16

for 22 dager siden30:16

30:16

Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover: AI Investment Strategy and Market Utility Impact of AI on Jobs and Early Instances of Reasoning Open vs. Closed Source Models and Data Control Scenario Planning and Unique Insights of Backed Companies Infrastructure and Application Investment Focus Future of Vertical Solutions and Infrastructure Investment Guest Links: Twitter/X (guest) Guest’s LinkedIn Company’s LinkedIn Company’s Website 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 .…

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Investor Stories 395: Best LP Question (Upham, Ho, Yunger) 9:16

for 26 dager siden9:16

9:16

On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Gregory Ho Oren Yunger We asked guests to share the best question they've ever been asked by an allocator. 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 .…

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476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk) 48:18

for 29 dager siden48:18

48:18

Ryan Delk of Primer joins Nick to discuss Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman. In this episode we cover: Challenges in the American Education System Comparative Analysis of American Education Measuring Success in Education Broken Incentive Structures in Education Primer's Educational Model Teacher Selection and Empowerment Future of Education and Policy Changes Guest Links: Guest’s LinkedIn Company’s LinkedIn Company’s Website Ryan’s Twitter/X 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 .…

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Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire) 6:00

for 5 weeks siden6:00

6:00

On this special segment of The Full Ratchet, the following Investors are featured: Jill Chase Eric Boduch Mike Whitmire We asked guests to tell the most important lesson they've learned in their career. 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 . Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!…

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475. Non-Dilutive Capital That’s More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh) 38:58

for 5 weeks siden38:58

38:58

Vince Hsieh of Cypress Growth Capital joins Nick to discuss Non-Dilutive Capital That’s More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage. In this episode we cover: Economic Benefits and Equity Components Loss Ratio and Investment Criteria Ruthless Prioritization and Team Building Impact of AI and Hardware-Enabled Software Advantages of Investing Outside Coastal Tech Hubs Common Fundraising Mistakes and Prioritization Guest Links: Guest’s LinkedIn Guest’s Twitter Company’s LinkedIn Company’s Website 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 .…

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Investor Stories 393: Why I Passed (Ho, Yunger, Chau) 7:04

for 6 weeks siden7:04

7:04

On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Laura Chau 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. 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 . Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!…

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474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York) 39:14

for 6 weeks siden39:14

39:14

Kyle York of York IE joins Nick to discuss The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success. In this episode we cover: Rolling Syndicate and Market Challenges Operational Support and Early-Stage Investing Sustainable Growth and AI Opportunities Vertical Software and Market Consolidation Founder-VC Relationships and Due Diligence Successful Founder Traits and Market Trends Venture Trends and Future Perspectives Master Class for Early-Stage Founders Guest Links: LinkedIn (guest) Twitter/X (guest) Twitter (company) Company’s Website 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 . Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!…

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Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides) 9:18

for 7 weeks siden9:18

9:18

On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. 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 . Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!…

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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) 42:23

for 7 weeks siden42:23

42:23

Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance. In this episode we cover: Historical Reasons for Horizontal SaaS Success Shift Towards Vertical SaaS Solutions Unfair Advantages of Vertical AI Solutions Lessons for Modern Founders Expansion Strategies for Vertical Startups Talent Dilution and Competitive Moats VC Diligence and Founder Evaluation Regulatory Risk and Investment Decisions Motivation and Future of Venture Capital Guest Links: Twitter/X (guest) Guest’s LinkedIn Company’s LinkedIn Company’s Website 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 . Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!…

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