Кращі подкасти про Startup Investing (2025)

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482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang) 48:56

2d ago48:56

48:56

Casber Wang of Sapphire Ventures joins Nick to discuss How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents. In this episode we cover: AI's Impact on Business Models and Capital Efficiency Defensibility and Product Market Fit AI Fatigue and Market Conditions Fundraising and Investor…

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Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark) 5:33

6d ago5:33

5:33

On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Jon Terbell and Ted Clark 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 …

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481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera) 50:24

9d ago50:24

50:24

Paul Madera of Meritech Capital joins Nick to discuss Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor. In this episode we cover: Challenges in Late-Stage Venture Capital Revenue Momentum and Investment Decisions Public vs. Private Markets and AI Investments Defense T…

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Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk) 6:46

13d ago6:46

6:46

On this special segment of The Full Ratchet, the following Investors are featured: Mike Whitmire David Garcia Bradley Tusk 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 f…

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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

16d ago1:06:10

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…

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

20d ago4:24

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…

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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

23d ago43:25

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 Cr…

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

27d ago7:00

7:00

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 f…

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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 (Somesh Dash ... 1:02:39

1M ago1:02:39

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 & Socia…

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

1M ago6:41

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 fou…

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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

1M ago30:16

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 …

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

1M ago9:16

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. …

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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

1M ago48:18

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 Educat…

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

2M ago6:00

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…

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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

2M ago38:58

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…

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

2M ago7:04

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 founder…

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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

2M ago39:14

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 F…

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

2M ago9:18

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 vent…

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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

2M ago42:23

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 A…

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Investor Stories 391: Key Advice (Upham, Patil, Chase) 8:15

2M ago8:15

8:15

On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Sandeep Patil Jill Chase 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 f…

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472. DeepSeek’s Impact on Other LLMs, AI’s Effect on Software Engineering, Nvidia’s Future, and the Next Wave of Developer-First Companies (Joseph Ruscio) 50:24

2M ago50:24

50:24

Joseph Ruscio of Heavybit joins Nick to discuss DeepSeek’s Impact on Other LLMs, AI’s Effect on Software Engineering, Nvidia’s Future, and the Next Wave of Developer-First Companies. In this episode we cover: Impact of AI on Venture Capital and Developer Tools Challenges and Opportunities in Scaling Developer-First Companies Utilizing GitHub and Ot…

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Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho) 8:51

3M ago8:51

8:51

On this special segment of The Full Ratchet, the following Investors are featured: Heidi Roizen Eric Boduch Gregory Ho 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 found…

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471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena) 30:33

3M ago30:33

30:33

Shashank Saxena of Sierra Ventures joins Nick to discuss How AI Transforms Services into Software and Revolutionizes Enterprise SaaS. In this episode we cover: Vendor Management System Vinley The Future of Work and AI The Role of AI in Enterprise Adoption Regulation and AI Adoption Characteristics of Successful Founders Guest Links: Shashank’s Link…

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Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil) 7:36

3M ago7:36

7:36

On this special segment of The Full Ratchet, the following Investors are featured: Alexa von Tobel Adam Felesky Sandeep Patil 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 B…

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470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer) 52:14

3M ago52:14

52:14

Mike Schroepfer of Gigascale Capital joins Nick to discuss The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change. In this episode we cover: Challenges and Innovations at Facebook Lessons from Working with Mark Zuckerberg Gigascale Capital's Invest…

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Investor Stories 388: Lessons Learned (Roizen, Upham, Ho) 7:19

3M ago7:19

7:19

On this special segment of The Full Ratchet, the following Investors are featured: Heidi Roizen Phin Upham Gregory Ho 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. …

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469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti) 34:19

3M ago34:19

34:19

Daniela Binatti of Pismo joins Nick to discuss Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments. In this episode we cover: Challenges in Banking and Pismo's Solution Target Market and Client Base Overcoming Objections and Sales Cycles Innovation and Cultural Transformation Tre…

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Investor Stories 387: Why I Passed (Patil, Chase, Boduch) 5:26

3M ago5:26

5:26

On this special segment of The Full Ratchet, the following Investors are featured: Sandeep Patil Jill Chase Eric Boduch 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 foun…

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468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh) 44:56

3M ago44:56

44:56

Shamin Walsh of BAM Ventures joins Nick to discuss When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend. In this episode we cover: Investment Metrics and Market Dynamics Consumer Spend Bifurcation and Market Trends Consumer Tech and Signal Identification Thesis-Driven vs. Founder-Drive…

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Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire) 4:47

3M ago4:47

4:47

On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Mike Whitmire 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 vent…

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467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler) 44:21

4M ago44:21

44:21

Barry Schuler of DFJ Growth Ventures joins Nick to discuss Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies. In this episode we cover: The Similarities of the Jobs, Musk, Case and Armstrong Portfolio Construction Impressions from Steve Jobs The Need for Great Electric Cars The …

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Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch) 4:31

4M ago4:31

4:31

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Eric Boduch 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…

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466. Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang) 51:38

4M ago51:38

51:38

Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover: Choosing Early-Stage Investing Over Growth Investing Masayoshi and SoftBank's Investment Decisions X AI and Elon Musk's …

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Investor Stories 384: Visionary Founders (Upham, Patil, Chase) 6:45

4M ago6:45

6:45

On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Sandeep Patil Jill Chase 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 found…

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465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro) 44:30

4M ago44:30

44:30

Craig Shapiro of Collaborative Fund joins Nick to discuss The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech. In this episode we cover: Mission-Driven Founders and Impact Investing Future of Consumer Products and Personalization Consumer Behavior and Building Long-Term …

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#125 RealTalk 2024/2025! | Renditen, Erfolge, Misserfolge, Learnings, Ereignisse, usw. 15:42

4M ago15:42

15:42

In dieser Folge spricht Robert über das vergangene Jahr und wirft einen Blick in die Zukunft. Mehr zu MONEY MASTERS by Robert Beck: Jetzt kostenloses Strategiegespräch mit MONEY MASTERS sichern: https://www.money-masters.de/termin GRATIS WEBINAR "Vermögensaufbau mit Momentum-Strategien" - sichere dir jetzt deinen Platz: https://www.money-masters.de…

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Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen) 5:50

4M ago5:50

5:50

On this special segment of The Full Ratchet, the following Investors are featured: Mike Droesch Sami Inkinen Heidi Roizen 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 A…

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Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil) 6:52

4M ago6:52

6:52

On this special segment of The Full Ratchet, the following Investors are featured: Alexa von Tobel Adam Felesky Sandeep Patil 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 Ba…

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Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham) 9:05

4M ago9:05

9:05

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham 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 foun…

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Replay - 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) 51:59

5M ago51:59

51:59

In this special replay episode Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover: Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models …

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Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase) 6:39

5M ago6:39

6:39

On this special segment of The Full Ratchet, the following Investors are featured: Mike Droesch Sandeep Patil Jill Chase 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 ven…

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Replay - Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun ... 43:50

5M ago43:50

43:50

In this special replay episode Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us. In this episode we cover: AI, Startups, and Entrepreneurship With Google Executives Larry P…

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Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel) 9:12

5M ago9:12

9:12

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel 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…

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464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen) 52:37

5M ago52:37

52:37

Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious. In this episode we cover: The Role of Customer Insights in Investment Decisions Han Shen's Investment Strategy and Focus on U.S. Market Investment Them…

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Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen) 6:40

5M ago6:40

6:40

On this special segment of The Full Ratchet, the following Investors are featured: Adam Felesky Mike Droesch Sami Inkinen 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 fo…

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463. Lessons from Larry Page, Why Subscriptions Won’t Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products (Manish Patel) 53:49

5M ago53:49

53:49

Manish Patel of Nava Ventures joins Nick to discuss Lessons from Larry Page, Why Subscriptions Won’t Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products. In this episode we cover: Challenges and Lessons at Google The Evolution of AI and Advertising Nava Ventures' Thesis and Investment Strategy Investing i…

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Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann) 5:54

5M ago5:54

5:54

On this special segment of The Full Ratchet, the following Investors are featured: Pejman Nozad James Joaquin Rick Heitzmann 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 Ba…

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#124 Vom Immobilien-Investor zum Aktien-Fan 10:07

5M ago10:07

10:07

In dieser Folge spricht Robert mit Stephan - einem Teilnehmer in seinem Coaching-Programm. -- Mehr zu MONEY MASTERS by Robert Beck: GRATIS WEBINAR "Vermögensaufbau mit Momentum-Strategien" - sichere dir jetzt deinen Platz: https://www.money-masters.de/webinar Jetzt kostenloses Strategiegespräch mit MONEY MASTERS sichern: https://www.money-masters.d…

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462. The Founder and CEO of G2 on AI’s Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel) 40:38

5M ago40:38

40:38

Godard Abel of G2 joins Nick to discuss The Founder and CEO of G2 on AI’s Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis. In this episode we cover: Founding G2 and Market Challenges Metrics and Marketplace Growth Investor Insights and Data Utilization Founder Mode and Leadership Building Strong Support …

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Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen) 8:06

6M ago8:06

8:06

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Mike Droesch Sami Inkinen 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…

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