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 Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models. In this episode we cover: Identifying Unique Investment Opportunities  The Impact of Fund Size on Investment Strategy  Challenges of Overfunding and Market Dynamics  Growth and Real Success in the AI Era  The Role of Hyperscalers and Frontier Labs  Public Market Sentiment and IPO Considerations  Future of Venture Capital and Notable's Strategy Investing in Anthropic and Market Dynamics  Guest Links: Glenn's LinkedIn Glenn's X Notable's LinkedIn Notable'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. 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? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.