All Episodes
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified — 1002 episodes
Investor Stories 475: What Makes Founders Exceptional, Navigating Complex Ethical Issues, and Building with Intensity (Ortlieb, Ulevitch, Saper)
508. Maintaining U.S. Dominance, Navigating Defense Tech, Prime Obsolence, and Why Your Startup is Likely DOA (Steve Blank)
Investor Stories 474: Trusting Your Own Point of View, Why Conventional Wisdom Leads to Mediocrity, and Building a Personal Conviction Engine (Byunn, Levine, Dillon)
Investor Stories 473: Speed at Legora, Intensity at Mysten, Mastery at Heights Labs — Why These Founders Stand Out (Effron, Austin, Simpson)
507. Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win (Natalie Dillon)
Investor Stories 472: Think Big, Stay Patient, Earn Access — Venture Advice from Foresite, Mayfield, and Blue Moon (Tananbaum, Chaddha, Orthlieb)
Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson)
506. Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift Models from Software to Services, and How Pricing Playbooks Are Being Rewritten (Jake Saper)
Investor Stories 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)
Investor Stories 469: What Visionary Leaders at Pixxel, eToro, and Founders Fund Do Differently (Mohapatra, Banks, Orlovski)
505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)
Investor Stories 468: Selling Too Early, LP Pressure, and Investor Tension — Lessons from Investors at Foundry Group, Centana Growth, and Andreessen Horowitz (Levine, Byunn, Ulevitch)
Investor Stories 467: Investors from Techstars, Redpoint, and Andreessen Horowitz on Strategy, Writing, and Building an Edge in Venture (Cohen, Effron, Simpson)
Investor Stories 466: Jim Tananbaum, Eric Byunn, and Ben Orthlieb on the Questions LPs Should Be Asking (Tananbaum, Orthlieb, Byunn)
504. American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch)
Investor Stories 465: Pricing Too Late, Selling Too Early, Investing Too Fast — Hard Lessons from Top VCs (Ramanujam, Cohen, Orlovski)
Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)
Investor Stories 463: Selling Transformation Not Software, Managing Through Activists and Mergers, and Scaling Culture with Intent (Agarwal, Tananbaum, Cohen)
503. The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age (Eric Byunn)
Investor Stories 462: Study the Masters, Develop Your Own Eye, and Stop Outsourcing Conviction (Wang, Mohapatra, Banks)
Investor Stories 461: Feast and Famine in Crypto, When to Take the Off Ramp, and Evaluating Founder Temperament (Simpson, Chaddha, Orthlieb)
Investor Stories 460: The Math Behind Venture Returns, When Sizing Matters More Than Selection, and Growth Over Discounts (Wallach, Okike, Banks)
502. A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright (Seth Levine)
Investor Stories 459: Inside the Best LP Questions: Getting Better Over Time, Building Networks, and Driving Outcomes (Effron, Austin, Simpson)
Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
Investor Stories 457: Lessons for Early Career VCs: Fiduciary Mindset, Power Law Discipline, and Personal Edge (Dash, Okike, Hudson)
501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)
Investor Stories 456: Inside Visionary Leadership: Platform Leverage, Founder Adaptability, and Market Timing (Rizik, Wang, Wallach)
Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)
Investor Stories 454: When There Are No Good Choices: Navigating Ethical Dilemmas, Founder Splits, and Existential Company Threats (Cohen, Effron, Austin)
500. AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Success, and Why Network Driven Firms Can No Longer Compete (Ben Orthlieb)
Investor Stories 453: Founder Led Capital Flywheels, Thoughtful Reserve Strategies, and Long Term Fund Design (York, Hsieh, Ramanujam)
Investor Stories 452: Raising the Bar on Founders, What 100x Looks Like in Practice, and Why People Matter More Than Ever (Bussgang, Okike, Hudson)
Investor Stories 451: Why I Passed: Moving Too Slowly, Misreading Return Drivers, and Passing on Lyft (Banks, Tananbaum, Cohen)
499. A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups (Navin Chaddha)
Investor Stories 450. How to Succeed Early in VC: Slow Down, Commit to Relationships, and Become an Active Listener (Niehenke, York, Hilaly)
Replay - 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)
Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)
Investor Stories 448: Hard Lessons in Investing: Mistiming Trends, Relying on Partnership Debate, and Avoiding Good Money After Bad (Hilaly, Dash, Rizik)
Investor Stories 447: Choosing the Right VC: Understanding Value Add, Assessing Alignment, and Identifying the Best Board Partner (Jiang, Walsh, Saxena)
498. The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback (Arianna Simpson)
Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)
Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)
Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)
497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)
Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)
Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)
Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)
496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)
Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)
Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)
Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)
495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)
Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)
Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)
Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)
494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)
Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)
Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)
Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)
493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)
Investor Stories 431. Level Heads Build Enduring Companies, The Power of Persistence, and Why Conviction is Everything (Saxena, Delk, Rizik)
Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)
Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)
492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam)
Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen)
Investor Stories 427. Balancing Growth with Profitability, Why the Customer's Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke)
Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly)
491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)
Investor Stories 425. Don't Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang)
Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York)
Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti)
490. Why Foundry Isn't Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld)
Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro)
Investor Stories 421: Rewriting the Playbook (Walsh, Schroepfer, Saxena)
Investor Stories 420: Why I Passed (Abel, Ruscio, Niehenke)
489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)
Investor Stories 419: Key Advice (Patel, Schuler, Walsh)
Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)
Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)
488. Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts (Charles Hudson)
Investor Stories 416: Lessons Learned (Niehenke, York, Hsieh)
Investor Stories 415: Why I Passed (Walsh, Binatti, Schroepfer)
Investor Stories 414: Key Advice (Seides, Patil, Stevens)
487. A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator's Dilemma, and Future-Proofing for Generative AI (Dave Link)
Investor Stories 413: Visionary Founders (Schilling, Abel, Patel)
Investor Stories 412: Best LP Question (Garcia, Tusk, Seides)
Investor Stories 411: Lessons Learned (Patil, Schilling, Abel)
486. From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm (Nnamdi Okike)
Investor Stories 410: Why I Passed (Stevens, Patel, Shen)
Investor Stories 409: Key Advice (Terbell and Clark, Schilling, Abel)
Investor Stories 408: Visionary Founders (Seides, Ralston, Stevens)
485. From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and Ripple… How an Artist Went from Tastemaker to Transformative Healthcare VC (D.A. Wallach)
Investor Stories 407: Best LP Question (Chau, Terbell and Clark, Schilling)
Investor Stories 406: Lessons Learned (Garcia, Tusk, Seides)
Investor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)
484. Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age (Jeff Bussgang)
Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)
Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)
Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)
483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)
Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)
482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)
Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)
481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)
Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)
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)
Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)
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)
Investor Stories 397: Key Advice (Ho, Yunger, Tusk)
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)
Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)
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)
Investor Stories 395: Best LP Question (Upham, Ho, Yunger)
476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)
Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)
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)
Investor Stories 393: Why I Passed (Ho, Yunger, Chau)
474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)
Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)
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)
Investor Stories 391: Key Advice (Upham, Patil, Chase)
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)
Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)
471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)
Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)
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)
Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)
469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)
Investor Stories 387: Why I Passed (Patil, Chase, Boduch)
468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)
Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)
467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)
Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)
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)
Investor Stories 384: Visionary Founders (Upham, Patil, Chase)
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)
Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)
Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)
Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)
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)
Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)
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)
Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)
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)
Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)
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)
Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)
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)
Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)
461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)
Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)
460. Why Culture is King, The Role of "Founder Mode" in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)
Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)
459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it's at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)
Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)
458. Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)
Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel)
457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)
Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway)
456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark)
Investor Stories 370: Lessons Learned (Nozad, Joaquin, Heitzmann)
455. From Campaigns to Code: The Intersection of Tech, Politics, and Regulation (Bradley Tusk)
Investor Stories 369: Why I Passed (Yormak, Bhattacharyya, Holloway)
454. Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition (David Garcia)
Investor Stories 368: Disruptive Forces (Klein, Joaquin, Felesky)
453. Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture (Mike Whitmire)
Investor Stories 367: Key Advice (Rueckert, Patricof, Strebulaev)
452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative "Takeunders" the Solution to Lina Khan's FTC Agenda (Laura Chau)
Investor Stories 366: Visionary Founders (Strebulaev, Nozad, Joaquin)
451. Who Wins in the Cat and Mouse Game of Cyber, Open Source's Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? (Oren Yunger)
Investor Stories 365: Best LP Question (Tunguz, Rotman, Patricof & Levy)
450. The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success (Gregory Ho)
Investor Stories 364: Disruptive Forces (Bhattacharyya, Heitzmann, von Tobel)
449. Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain (Eric Boduch)
Investor Stories 363: Key Advice (Tunguz, Nozad, Joaquin)
448. Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024 (Jill Chase)
Investor Stories 362: Lessons Learned (Patricof, Strebulaev, Yormak)
447. From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics (Sandeep Patil)
Investor Stories 361: Why I Passed (Jensen, Nozad, Joaquin)
446. Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything (Phin Upham)
Investor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)
445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)
Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)
444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)
Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)
443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
Investor Stories 357: Key Advice (Klein, Jensen, Edelson)
442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)
Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)
441. ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)
Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)
439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)
Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
438. 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)
Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)
436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)
Investor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)
435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)
Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)
434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)
Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)
433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)
Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)
432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)
Investor Stories 346: Key Advice (Green, Beller, Jain)
431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)
Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)
430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)
Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)
429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
Investor Stories 342: Why I Passed (Green, Walsh, Aoun)
427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)
Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)
426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)
Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)
425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)
Investor Stories 339: Disruptive Forces (Tully, Jones, Green)
424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)
Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)
423. The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)
Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)
422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)
421. 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)
Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)
420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)
Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)
419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)
Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)
418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)
Investor Stories 332: Best LP Question (Stack, Tully, Green)
417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)
Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)
416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)
Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)
415. 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture (Ramy Adeeb)
Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
Investor Stories 329: Lessons Learned (Stack, Tully, Green)
Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)
Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)
Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)
Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)
Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)
414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)
Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)
413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)
412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)
Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)
411. Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)
Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)
410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)
409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)
Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)
408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily Lyman)
Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)
407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)
Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)
406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)
Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)
405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)
Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)
404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)
Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)
403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)
Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)
402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)
Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)
401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)
Investor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)
400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)
Investor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)
399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)
Investor Stories 311: Why I Passed (Biederman, Kaul, Susan)
398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)
Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)
397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)
Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)
396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)
Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)
395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)
Investor Stories 307: What's Next (Kaul, Susan, Lerer)
394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses
Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)
393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)
Investor Stories 305: Lessons Learned (Conrad, Kaul, Susan)
392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
Investor Stories 304: What's Next (Biederman, Agarwal, Barnes)
391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)
Investor Stories 303: Post Mortems (Tisch, Conrad, Kaul)
390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
Investor Stories 302: Lessons Learned (Tarczynski, Agarwal, Barnes)
389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)
Investor Stories 301: Lessons Learned (Zullo, Dockery, Biederman)
388. The True Legend, Tony Conrad, on Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best (Tony Conrad)
Investor Stories 300: Post Mortems (Eylath, Harrison, Pruden)
387. Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto Regulation (David Pakman)
Investor Stories 299: Why I Passed (Tisch, Chan & Ebrahimi, Conrad)
386. Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders Before Anyone Else, And Debating Whether or Not Venture Has Hit The Bottom (Kyle Harrison and Eric Tarczynski)
Investor Stories 298: Strange & Unusual (Zullo, Shakir, Andelman)
385. Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source (Rodrigo Liang)
Investor Stories 297: What's Next (Dockery, Tisch, Harrison)
384. Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell (Wes Chan and Pegah Ebrahimi)
Investor Stories 296_ Lessons Learned (Shakir, Tisch, Chan & Ebrahi)
383. The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? (Alex Konrad)
Investor Stories 295: Why I Passed (Andelman, Dockery, Tarczynski)
382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
Investor Stories 294: What's Next (Chan & Ebrahim, Shakir, Zullo)
381. The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work (Rex Woodbury)
380. The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health (Deena Shakir)
Investor Stories 293: Post Mortems (Andelman, Chan & Ebrahi, Liang)
Investor Stories 292: Lessons Learned (Zullo, Shakir, Pruden)
379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)
Investor Stories 291: Why I Passed (Ross, Shakir, Zullo)
378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)
Investor Stories 290: What's Next (Andelman, Hershenson, Pruden)
377. From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet (Alex Pruden)
Investor Stories 289: Post Mortems (Schlacks, Hershenson, Zullo)
376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)
Investor Stories 288: Strange & Unusual (Eylath, Ross, Hershenson)
375. Founding Unicorn Startup Alloy, How to Scale a Go To Market Strategy, and The Next 10 Years in FinTech (Laura Spiekerman)
Investor Stories 287: Lessons Learned (Ross, Viswanathan, Alon)
374. Key Drivers in Cloud and Security, Wiz's Unconventional GTM Decision, Insights on Earnings Predictability, and Lessons from Datadog, Discord, Slack and Coalition (Shardul Shah)
Investor Stories 286: Why I Passed (Lefcourt, Hershenson, Viswanathan)
373. Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine (Kristi Ross)
Investor Stories 285: Post Mortems (Draper, Lefcourt, Sugden)
372. The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and The Current Macro Environment(Dan Ahrens)
Investor Stories 284: What's Next (O'Malley, Viswanathan, Schlacks)
371. Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth (Mar Hershenson)
Investor Stories 283: Why I Passed (Mejia Hernandez, Wroblewski, Burnham)
370. Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC (Drew Oetting)
Investor Stories 282: Strange & Unusual (Viswanathan, Lefcourt, Alon)
369. What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO (Henrik Werdelin)
Investor Stories 281: Lessons Learned (Kadavy, Burnham, Hamed)
368. From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nadav Eylath)
Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)
367. 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)
366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)
Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)
Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)
365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)
Investor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden)
Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
Replay - The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
Investor Stories 276: Lessons Learned (Draper, Holiday, Mason)
Replay - The DNA of Startup Success (John Vrionis)
Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)
364. The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)
Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)
363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)
Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)
362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)
Investor Stories 272: Strange & Unusual (Sands, Hamed, Draper)
361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)
Investor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez)
360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)
Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)
359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)
Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko)
358. Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)
Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)
357. Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)
Investor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera)
356. Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger)
Investor Stories 266: Lessons Learned (Jones, Sands, Borumand)
355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)
Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)
354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)
Investor Stories 264: Why I Passed (Sands, Page, Falvey)
353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)
352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)
Investor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley)
351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)
Investor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri)
350. How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)
Investor Stories 260: What's Next (Rivera, Sarracino, Mason)
349. The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski)
Investor Stories 259: Why I Passed (Jones, Khera, Borumand)
348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley)
Investor Stories 258: Post Mortems (Page, Zhuo, Sands)
347. Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC (Samara Mejia Hernandez)
Investor Stories 257: Strange & Unusual (Falvey, Mehta, Kadavy)
346. Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of SaaS (Mark Ghermezian)
Investor Stories 256: Lessons Learned (Wroblewski, Evans, Nagaraj)
345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri)
Investor Stories 255: What's Next (Fernandez, Barrile, Saenko)
344. An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing (Ali Moiz)
Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader)
343. Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason)
Investor Stories 253: Post Mortems (Cohen, Suissa, Go)
342. Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)
Investor Stories 252: Strange & Unusual (Page, Kashyap, Sankar)
341. Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3 (Neha Khera)
Investor Stories 251: Lessons Learned (Rivera, Ebinger, Saenko)
340. Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones)
Investor Stories 250: What's Next (Sippel, Zulkosky, Sands)
339. Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed (Howard Morgan)
Investor Stories 249: Why I Passed (Rivera, Levine, Mehta)
338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski)
Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino)
337. Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem)
Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino)
336. The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M (Nick Moran)
Investor Stories 246: Lessons Learned (Go, Sankar, Page)
335. The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans)
334. A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)
Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)
Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)
333. Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)
Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)
332. 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Miriam Rivera)
Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)
331. The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall)
Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)
330. Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)
Investor Stories 240: What's Next (Nagaraj, Falvey, Page)
329. The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette)
Investor Stories 239: Why I Passed (Hung, Sankar, Cohen)
328. Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand)
Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo)
327. The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics (Steve Sarracino)
Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille)
326. FoodTech's Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn't like Cannabis (Jenny Stojkovic)
Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader)
325. Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky)
Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston)
324. Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today's Most Compelling Climate Technologies (Maryanna Saenko)
Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel)
323. Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page)
Investor Stories 233: Strange & Unusual (Levine, Wiener, Go)
322. Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill)
Investor Stories 232: Post Mortems (Sun, Foxe Blader, Mehta)
321. Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen)
Investor Stories 231: Lessons Learned (Paxhia, Wilkins, Heddleston)
320. Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation (Ryan Falvey)
Investor Stories 230: What's Next (Grayson & Holt, Go, Lehr)
319. Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company (Sunil Nagaraj)
Investor Stories 229: Why I Passed (Libby, Larco, Kashyap)
318. Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers (Marcelino Pantoja)
Investor Stories 228: Strange & Unusual (Luerssen, Pascucci, Ebinger)
317. The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data (Santosh Sankar)
Investor Stories 227: Post Mortems (Hung, Requarth, Mead)
316. Fika's Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled (TX Zhuo)
315. 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First (Ramy Adeeb)
314. 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup (Ramy Adeeb)
Investor Stories 226: Lessons Learned (Tamaseb, Mehta, Wiener)
313. Norwest's New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn's Product 20x (Parker Barrile)
Investor Stories 225: What's Next (Paxhia, Sun, Suissa)
Replay — The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)
Replay — Getting Smart on a New Market, Parts 1 & 2 (Charles Hudson)
Investor Stories 224: Why I Passed (Thakker, Nauiokas, Lehr)
Replay — GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
Replay — NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)
Investor Stories 223: Post Mortems (Smerklo, Maughan, Larco, Wiener)
312. The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech (Ruth Foxe Blader)
Investor Stories 222: Strange & Unusual (Mead, Sippel, Wilkins)
311. Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks (Russ Heddleston)
Investor Stories 221: Lessons Learned (Requarth, Mehta, Levine)
310. Why We Invested in Urban Sky (Andrew Antonio & Nate Williams)
Investor Stories 220: Why I Passed (Shirota, Go, Sequeira)
309. The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom (Nagraj Kashyap)
Investor Stories 219: Post Mortems (Wallace, Tamaseb, Luerssen)
308. The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics (Nihal Mehta)
Investor Stories 218: Lessons Learned (Libby, Hung, Grayson & Holt)
307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)
Investor Stories 217: Why I Passed (Goldberg, Quinn, Maughan, Ebinger)
306. Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit (Manan Mehta)
Investor Stories 216: Post Mortems (Guleri, Nauiokas, Chitnis, Perelmuter)
305. Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders (Tony Wilkins)
Investor Stories 215: What's Next (Wiener, Larco, Pascucci)
304. IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech (Jonathan Lehr)
Investor Stories 214: Why I Passed (Basu Trivedi, Chuang, Woodard, Sun)
303. Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls (Rob Go)
Investor Stories 213: Post Mortems (Thakker, Libby, Paxhia, Sim)
302. Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area (Jonathan Ebinger)
Investor Stories 212: Lessons Learned (Smerklo, Nauiokas, Shirota, Larco)
301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)
Investor Stories 211: What's Next (Garg, Quinn, Hung, Requarth)
300. The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC (Victor Pascucci)
Investor Stories 210: Why I Passed (Bannon, Hsu, Rockman, Chitnis)
299. The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate (Seth Levine & Elizabeth MacBride)
Investor Stories 209: Post Mortems (Christian, Goldberg, Conwell, Sequeira)
298. The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis (Emily Paxhia)
Investor Stories 208: Strange & Unusual (Grayson & Holt, Tamaseb, Hung, Larco)
297. How to Raise a VC Fund, The YC for Emerging Managers, and Family Office Trends (Winter Mead)
Investor Stories 207: Lessons Learned (Woodard, Maughan, Martino, Casnocha)
296. Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery (Ben Wiener)
Investor Stories 206: What's Next (McIntyre, Luerssen, Findley, Shirota)
295. Product Manager Turned Investor, Navigating Turbulence pre-IPO on Robinhood's Board, and Unique Sourcing Strategies (Vanessa Larco)
Investor Stories 205: Why I Passed (Warner, Torenberg, Garg, Grayson & Holt)
294. How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class (Ash Fontana)
Investor Stories 204: Post Mortems (Collins, Quinn, Martino, Chuang)
293. Viva Latam Startups, Losing Talent to the U.S., and Building the Zillow of Brazil (Brian Requarth)
Investor Stories 203: Strange & Unusual (Goldberg, Sun, Shirota, Nauiokas)
292. Why Sales Cycle Determines Success, the Challenges of International Deal Diligence, and Fractional Hiring in a Post COVID World (Jonathan Hung)
Investor Stories 202: Lessons Learned (Wallace, Guleri, Thakker, Hirsch)
291. Competing with Amazon, Combatting 60% Talent Attrition, and Driving Transformation of Foundational Industries (Dayna Grayson & Rachel Holt)
Investor Stories 201: What's Next (Basu Trivedi, Bannister, Chitnis, Perelmuter)
290. The Rise of Low-Code/No-Code, How Tech is Changing Developer Roles, and the Launch of Founder-Led Venture Funds (Brian Luerssen)
Investor Stories 200: Why I Passed (Sim, Napier, "Mac" Conwell II, Smerklo)
289. Data on the Key Traits of Billion Dollar Startups with the Author of Super Founders: What Data Reveals About Billion-Dollar Startups (Ali Tamaseb)
Investor Stories 199: Post Mortems (Abbasi, Findley, Toney, Woodard)
288. Tech Competition between China, Japan, and Korea, Why IT is King in Japan, and When American Tech Should Expand to Asia (Tsune Shirota)
Investor Stories 198 Strange & Unusual (Christian, Rockman, Maughan, Libby)
287. Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
Investor Stories 197: Lessons Learned (Quinn, Bonatsos, Pezeshki, Carolan)
286. Embedded Finance, Community-based Fintech, the Demise of Legacy Institutions, and Driving Returns with a Diversity Investment Mandate (Amy Nauiokas)
Investor Stories 196: What's Next (Martino , Goldberg, Bannon, Sequeira)
285. Non-Dilutive Financing Options, Fintech is Eating the World, Digital Asset Aggregation, and Quants Investing in VC (Billy Libby)
Investor Stories 195: Why I Passed (Collins, Levy Weiss, Guleri, Casnocha)
284. How the Generational Shift Is Affecting Food, Investing in Vertical Farming and in New Biologics, and Platform Solutions to Food Dilemmas (Spencer Maughan)
Investor Stories 194: Post Mortems (Hsu, Bannister, Garg, Iheagwam)
283. The Future of Cloud, Business Model Transitions from Subscription to Consumption, and The Shift from Technology-first to End-User Value (Dharmesh Thakker)
Investor Stories 193: Strange & Unusual (Woodard, Chitnis, Wallace, Smerklo)
282. The Future of Public Health, VC Differentiation within Life Sciences, and Preventing the Next Pandemic (Glenn Rockman)
Investor Stories 192: Lessons Learned (Torenberg, Gallagher, Chuang, McIntyre)
281. Overlooked Opportunity in EdTech, Letting the Entrepreneur Be the Guide, and Defy's Sage Program (Neil Sequeira)
Investor Stories 191: What's Next (Woodard, Pantoja, Bonatsos, Douglass)
280. The Deep Tech Revolution, Predictions for the Job Market, Crypto, and NFTs, and The Inevitabilities of the Next Decade (Guy Perelmuter)
Investor Stories 190: Why I Passed (Gembala, Currier, Middleton, Adeeb)
279. The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
Investor Stories 189: Post Mortems (Dubugras, Basu Trivedi, Warner, Hirsch)
278. The Sustainable & Temporary Trends of COVID, The Self-Aware Founder, and Writing the Survival Guide for the Mental Aspect of Entrepreneurship (Mike Smerklo)
Investor Stories 188: Strange & Unusual (Bannon, Iheagwham, Findley, Martino)
277. Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
Investor Stories 187: Lessons Learned (Goldberg, Chitnis, Hsieh, Christian)
276. How COVID Has Instigated a Massive Demographic Reshuffling, Accelerating the Transformation of Retail, and Why Real Estate Will Become the Largest Consumer of Climate Tech (Brendan Wallace)
Investor Stories 186: What's Next (Casnocha, Yin, Sim, Guleri)
275. Doubling Down on Data to Discover Overlooked Founders, Teaching and Coaching CEOs, & Bullpen's Approach to Measuring Fund Success (Paul Martino)
Investor Stories 185: Why I Passed (Bonatsos, Pezeshki, Abbasi, Hester)
274. The Next Generation of Tech & Venture Capital from the Perspective of a Unicorn Founder Turned GP (Alfred Chuang)
Investor Stories 184: Post Mortems (Torenberg, Bannon, Carolan, Napier)
273. The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
Investor Stories 183: Strange & Unusual (Toney, McIntyre, Collins, Vassallo)
272. Staying Competitive in the Seed Fund Boom, Success Metrics at the Fund Level, and the Shifting Equilibrium of Investors and Founders (David Goldberg)
Investor Stories 182: Lessons Learned (Bannister, Iheagwham, Dash, Hsu)
271. LP Turned VC, Mistakes When Pitching to Allocators, and Managing Limited Partner Relationships (Marcelino Pantoja)
Investor Stories 181: What's Next (Isford, Torenberg, Collins, Iltchev)
270. Retail Apocalypse or Renaissance, the Commerce Evolution, and Fundraising from Corporates (Vincent Diallo)
Investor Stories 180: Why I Passed (Tunguz, Gallagher, Vassallo, Hirsch)
269. Discovering the Next Sectors of Opportunity, The Impact Platform, & The Exit Discussion (Sach Chitnis)
Investor Stories 179: Post Mortems (Bonatsos, Koh, Adeeb, Suster)
268. Breaking the Founder Stereotype, Mastering Conviction Over Zoom, & the Contrast between European and American Entrepreneurs (Maren Bannon)
Investor Stories 178: Strange & Unusual (Dubugras, Douglass, Clarkson, Garg)
267. Advice from a Unicorn Founder Turned VC, the Future of the VC Landscape for Founders & VCs, and the Founder Love Metric (Tim Guleri)
Investor Stories 177: Lessons Learned (Warner, Findley, Toney, Deeter)
266. Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
Investor Stories 176: What's Next (Blank, Pezeshki, Taub, Middleton)
265. Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment (Brian Hirsch)
Investor Stories 175: Why I Passed (Bannister, Carolan, Christian, Iltchev)
264. Starting a Fund w/ Life Savings, Why it Takes More than Just Performance to Find Success, and Sticking to Your Framework (Simeon Iheagwam)
Investor Stories 174: Post Mortems (McIntyre, Levy Weiss, Kerby, Hsieh)
263. The Founding Story of Kickstarter — Community, Competition, and Customer-Obsession (Charles Adler)
Investor Stories 173: Strange & Unusual (Casnocha, Bannister, Basu Trivedi, Abbasi)
Replay — The Self-Made Engineer, Angel, and Venture Capitalist (Cyan Banister)
Replay — Dispelling Conventional Wisdom in VC (Eric Paley)
Investor Stories 172: Lessons Learned (Collins, Vassallo, Adeeb, Siegler)
262. Why I Invested in Shotcall (Thomas Gentle)
Investor Stories 171: What's Next (Warner, Dubugras, Currier, Napier)
261. The Intersection of Crypto and VC, and the Future of Digital Currency (Avichal Garg)
Investor Stories 170: Why I Passed (Whitney, Solivan, Douglass, Yin)
260. The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the Underestimated (Lolita Taub & Jesse Middleton)
Investor Stories 169: Post Mortems (Pezeshki, Dash, Deeter, Vassallo)
259. Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions (Reid Christian)
Investor Stories 168: Strange & Unusual (Torenberg, Gembala, Hester, Hsu)
258. Why I Invested in Neu (Kwame Boler)
Investor Stories 167: Lessons Learned (Ingersoll, Klaff, Whitney, Basu Trivedi)
257. Investing in First-time Founders, the Evolution of Social, the Future of Big Tech, and the Freedom of Remote Work (Niko Bonatsos)
Investor Stories 166: What's Next (Osterwalder, Suster, Koh, Abbasi)
256. A Proprietary Tool to Source Startups, The Commoditization of Capital, and the New Exit Environment (Villi Iltchev)
Investor Stories 165: Why I Passed (Findley, McIntyre, Clarkson, Tavel)
255. Launching Canada's #1 Local Classifieds Site, Kijiji, The Flourishing Canadian Tech Ecosystem, and What to Look for in Early-stage Marketplace Startups (Janet Bannister)
Investor Stories 164: Post Mortems (Tunguz, Isford, Casnocha, Reum)
254. Going Public via SPACs and PIPEs, The First Mover in Ridesharing That Lost to Uber, and Building the Online Marketplace for Used Cars, Shift (George Arison)
Investor Stories 163: Strange & Unusual (Warner, Adeeb, Gallagher, Carolan)
253. The Changing "Search Image" of Founders, Lack of Diversity = Missed Opportunity, and COVID Effects on the BLM Movement in Europe (Eric Collins)
Investor Stories 162: Lessons Learned (Kerby, Hester, Napier, Blank)
252. Decentralization of VC, Why Your Fund Size is Your Strategy, and Why Startup Formation is the Most Important Contributor to Economic Growth (Erik Torenberg)
Investor Stories 161: What's Next (Hsu, Vrionis, Vassallo, Hsieh)
251. Funding the Misunderstood Technical Founder, Self Evaluation as a Solo Capitalist, and Capital to Underwrite R&D risk vs. S&M risk (Farooq Abbasi)
Investor Stories 160: Why I Passed (Bechtel, Koh, Dash, Fluhr)
250. Industrial Innovation, Where Blitzscaling Doesn't Work, Why Sector Focus Wins, and Beginning with the End in Mind (Ty Findley)
Investor Stories 159: Post Mortems (Ingersoll, Douglass, Siegler, Currier)
249. Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs vs. Direct Listings vs. IPOs (Lo Toney)
Investor Stories 158: Strange & Unusual (Yin, Cardamone, Levy-Weiss, Pezeshki)
248. Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech Monopolies (Lanham Napier)
Investor Stories 157: Lessons Learned (Dubugras, Gembala, Isford, Kupor)
247. Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a Beginner's Mind (Trae Vassallo)
Investor Stories 156: What's Next (Whitney, Carolan, Horowitz, Hester)
246. Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit (Nikhil Basu Trivedi)
Investor Stories 155: Why I Passed (Klaff, Steffens, Polovets, Deeter)
245. Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric Venture Firm (Ben Casnocha)
Investor Stories 154: Post Mortems (Clarkson, Osterwalder, Gallagher, Blank)
244. Cross-Border Startup Expansion -- Lessons from 175 Companies (Stephen McIntyre)
Investor Stories 153: Strange & Unusual (Solivan, Hsieh, Kerby, Currier)
243. A Quantitative Approach to PMF, Tribe's 8 Ball for Objective Evaluation, and Approaches to Reduce Talent Biases (Jonathan Hsu)
Investor Stories 152: Lessons Learned (Reum, Suster, Tavel, Calacanis)
242. Structural Disadvantages in Venture, Investing in the "Overlooked," and Open-Sourcing the VC Fund Raise and Investment Playbook (Check Warner)
Investor Stories 151: What's Next (Adeeb, Dash, Neilson, Ingersoll)
241. Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data (Niki Pezeshki)
Investor Stories 150: Why I Passed (Siegler, Isford, Vrionis, Rust)
240. A Blazing Fast Path to $B+; Binary Outcomes; The Fintech Revolution; and A New Approach to Employee Comp (Henrique Dubugras)
Investor Stories 149: Post Mortems (Gembala, Dorsey, Yin, Fluhr)
239. What's Next in Gaming; The True Essence of Product-Market-Fit; & Investing with an Emphasis on Retention and Engagement (Gigi Levy-Weiss)
Investor Stories 148: Strange & Unusual (Kupor, Koh, Tunguz, Douglass)
238. GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
237. Advice for Founders -- Reaching out to VCs, Pitching over Zoom, and Closing Capital Amidst a Pandemic (Nick Rishwain, Hannah Konitshek, Nick Moran)
Investor Stories 147: Lessons Learned (Osterwalder, Clarkson, Cardamone, Polovets)
236. The Four Fundamentals of Investing; the Future of Micro Mobility; and Hunting Consumer Unicorns (Shawn Carolan)
Investor Stories 146: What's Next (Gallagher, Tavel, Deeter, Kim)
235. Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to CVC; and Key Insights to Acquire Mass Users (Tamara Steffens)
234. Breaking into VC; Excelling at Goldman Sachs; and the Origin of BLCK VC (Brian Hollins)
Investor Stories 145: Why I Passed (Ingersoll, Ajao, Kerby, Horowitz)
233. Investment Decision in < 3 weeks; the Challenges and Opportunities with 3D Printing; and the Future for Industrial Automation (Kane Hsieh)
232. Network Effects; 9 Days Until a Funding Decision; Software as the Foundation for the Modern VC firm; and the Future of Social Media (James Currier)
Investor Stories 144: Post Mortems (Solivan, Klaff, Whitney, Bechtel)
231. Crisis Coverage w/ Ramy Adeeb - Why Facebook Should be Broken Up; SV Hype vs Returns; Amara's Law; and VC's Track Record Predicting Trends
230. Crisis Coverage w/ David Rabie - Finding PMF, Raising Series B, & Navigating a Startup Amidst the Pandemic
Investor Stories 143: Strange & Unusual (Isford, Dash, Blank, Suster)
229. Racism in Venture -- A White, Male VC Threatens Black & Brown Founders (featuring Taranvir Johal & Salman Elmi)
228. Crisis Coverage w/ Jim Douglass - Pandemic Effects on B2B SaaS and Healthcare -- Total $ Invested, Multiples, and the Exit Environment
Investor Stories 142: Lessons Learned (Vrionis, Yin, Franklin, Neilson)
227. Crisis Coverage w/ Melody Koh - Super-Technologies; The Everyday Economy; The Overlooked Working Class; and Fear of Missing Out vs. Fear of Looking Dumb
226. Crisis Coverage w/ Jeff Fluhr - Launching StubHub During the Dotcom Crash; Why Market Need Trumps Market Timing; Choosing B2B vs. B2C; and Why Founders Shouldn't Let VCs Decide Their Fate
Investor Stories 141: What's Next (Gembala, Rooke, Clavier, Reum)
225. Crisis Coverage w/ Sarah Tavel - Consumer Marketplace Investing; Why Aggregate GMV is a Red Herring; and Minimum Viable Happiness as the Key to Market Leadership
224. Crisis Coverage w/ Beezer Clarkson - Platform LP; Allocations in a Down-Market; COVID Strategy Drift; and Emerging Manager Selection
Investor Stories 140: Why I Passed (Osterwalder, Kupor, Cheng)
223. Crisis Coverage w/ Byron Deeter - Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn Investments
Investor Stories 139: Post Mortems (Cardamone, Kim, Calacanis)
222. Crisis Coverage w/ Leah Solivan - Building TaskRabbit in a Recession; COVID Effects on the Independent/Gig Economy; and Key Factors for Early-Stage Marketplace Success
221. Crisis Coverage w/ Grace Isford - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments
Investor Stories 138: Strange & Unusual (Ingersoll, Dorsey, Siegler)
220. Crisis Coverage w/ Ash Fontana - The AI Investing Playbook; Why "Dev Tools" for Data Scientists is the Next Great Opportunity; When Fund Returns Don't Fit the Power Law; and Ash's Favorite Investment Heuristic from Naval Ravikant
219. Crisis Coverage w/ Tomasz Tunguz - SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom
Investor Stories 137: Lessons Learned (Senkut, Glickman, Rust)
218. Crisis Coverage w/ Richard Kerby - Tactical Advice for Raising VC Fund 1, Why Not to "Raise the Bar", and a Framework for Startups Adjusting to COVID-19
217. Crisis Coverage w/ Elizabeth Yin - Investing After 1 Zoom Meeting, 2nd & 3rd Order Effects of The Virus, and Why "Market Pull" is Critical
Investor Stories 136: What's Next (Ajao, Klaff, Polovets)
216. Crisis Coverage w/ Patrick Gallagher - VC Firm Survival, How Seed Investing Scales, & A Glimpse at the Road Ahead
215. Crisis Coverage w/ Darren Bechtel - The Built World & Construction Tech, Post-Pandemic
135. Investor Stories CRAM Session: Why I Passed (Struhl, Greathouse, Wilson, Shah, Roberts, Henikoff, Heltzer, Mirabile, Brown, Feld)
214. Crisis Coverage w/ Somesh Dash - Late Stage Impacts & Prioritizing Mental Health
213. Crisis Coverage w/ Semil Shah - VC Fund Management in a Pandemic World
212. Crisis Coverage w/ Samir Kaji - Relief $ for Startups via CARES Act, EIDL, PPP; & How an Extended Downturn Affects Emerging VC Funds
211. Crisis Coverage w/ David Horowitz - How Will Corporate VC Respond?
210. Crisis Coverage w/ Chris Douvos - LP Lessons from '01 and '08, The Denominator Effect, Capital Calls & Fundraising in a Down Market
209. Crisis Coverage w/ Steve Blank - The Playbook for Startup Survival
208. Building a VC Franchise; The Shift to Bite-Sized Video Content; Last-Mile Attribution; & the Impact of Corona Virus Over The Next 6-12 Months (Mark Suster)
Investor Stories 134: Post Mortems (Vrionis, Horowitz, Banister)
207. Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensive Than Software (Ryan Gembala)
Investor Stories 133: Strange & Unusual (Neilson, Whitney, Rooke)
206. The Ultimate Testing Framework (Alex Osterwalder)
Investor Stories 132: Lessons Learned (Dorsey, Clavier, Fein)
205. Unicorn vs Pegasus, The Softbank Effect, & Impacts of a Recession on VC (Jason Calacanis)
Investor Stories 131: What's Next (Kupor, Cardamone, Siegler)
204. Embracing Failure, Capitalizing on Crisis & Building Resilience (Minnie Ingersoll)
Investor Stories 130: Why I Passed (Kim, Reum, Senkut)
203. Raising Fund III, A Framework to De-risk Your Startup, & When to Explore vs. Exploit (Leo Polovets)
Investor Stories 129: Post Mortems (Ajao, Rust, Moatti)
202. Cram Session, Episodes 138-143 (Nick Moran)
201. [REPLAY] Economic Theory in Venture Capital (Mark Suster)
Investor Stories 128: Strange & Unusual (Vrionis, Tusk, Klaff)
200. University-Affiliated Funds & Angel Networks (Jason Whitney)
Investor Stories 127: Lessons Learned (Wortmann, Horowitz, Banister)
199. SPV's, Side Cars, & The Syndication Surge (Jeremy Neilson)
Investor Stories 126: Whats Next (Franklin, Glickman, Cheng)
198. Streaming Wars, The Future of Mobile & The Evolution of User Interaction (M.G. Siegler)
Investor Stories 125: Why I Passed (Cardamone, Rooke, Dorsey)
197. The DNA of Startup Success (John Vrionis)
Investor Stories 124: Post Mortems (Clavier, Tusk, Kupor)
196. Creating Unfair Advantages, Surviving Founder Burnout and Driving Successful Exits (Courtney Reum)
Investor Stories 123: Strange & Unusual (Horowitz, Kim, Rust)
195. Flip The Script & Perfect Your Pitch (Oren Klaff)
Investor Stories 122: Lessons Learned (Ajao, Bahat, Cheng)
194. Special Edition! The Story Behind TFR & New Stack Ventures (John Gannon interviews Nick Moran)
193. SaaS Acceleration, Sales Savvy Founders & The Rise of Tech-Enabled Services (Michael Cardamone)
Investor Stories 121: What's Next (Dorsey, Senkut, Banister)
Investor Stories 120: Why I Passed (Hea Nahm, Moatti, Clavier)
192. Secrets of Sand Hill Road (Scott Kupor)
Investor Stories 119: Special Edition! Why I Invested in Curv Labs (Moran, Balish, Deshays)
Investor Stories 118: Strange & Unusual (Glickman, Wortmann, Fein)
191. Corporate VC (David Horowitz)
Investor Stories 117: Lessons Learned (Tusk, Kim, Rooke)
190. Immigration, Privacy, and Foreign Investment -- The Biggest Threat to Venture is in Washington D.C. (Bobby Franklin)
Investor Stories 116: Whats Next (Bahat, Rust, Kimmel)
189. The Venture Studio (Scott Dorsey)
Investor Stories 115: Post Mortems (Senkut, Fein, Cheng)
188. Opportunity Zones --- A Fit for VC? (Steve Glickman)
Investor Stories 114: Strange & Unusual (Ajao, Banister, Clavier)
187. Transformative Tech for Old World Industry (Jim Kim)
Investor Stories 113: Lessons Learned (Tananbaum, Ascher, Nahm)
186. Seed Investing at the Intersection of Biology & Technology (Jenny Rooke)
Investor Stories 112: Special Edition! Why I Invested in Winston Privacy (Moran, Stokes, Dwyer)
Investor Stories 111: What's Next (Wortmann, Moatti, Tusk)
185. "Blessed" Teams, Pseudo Deal Leads, and Caps at Pre vs Post (Ash Rust)
Investor Stories 110: Why I Passed (Banister, Cohen, Fein)
184. Iconic Companies, Frontier Markets & a Truly Founder Centric Approach (Aydin Senkut)
Investor Stories 109: Post Mortems (Kaden, Bahat, Galbut)
183. Automation vs. AI (Adeyemi Ajao)
Investor Stories 108: Strange & Unusual (Simoudis, Cheng, Kimmel)
182. Market Cycles, Escalating Costs to Start Up, and the Micro VC Surge (Jeff Clavier)
Investor Stories 107: Lessons Learned (Moatti, Wallace, Pascucci)
181. Cram Session, Episodes 130-136 (Nick Moran)
Investor Stories 106: Whats Next (Tananbaum, Fein, Anderson)
180. The Self-Made Engineer, Angel, and Venture Capitalist (Cyan Banister)
Investor Stories 105: Why I Passed (Tusk, Bahat, Ascher)
179. Sales Mastery & Storytelling at Scaling Startups (Craig Wortmann)
Investor Stories 104: Lessons Learned (Fontana, Kimmel, Farmer)
Investor Stories 103: Post Mortems (Nahm, Cohen, Leitersdorf)
178. The Gen-Z Consumer, Real-Time Health Data, and Persistent Top Fund Returns (Cheryl Cheng)
Investor Stories 102: Strange & Unusual (Olsen, Hardiman, Galbut)
177. Cram Session, Episodes 121-128 (Nick Moran)
Investor Stories 101: Lessons Learned (Kaden, Duovos, Cast)
176. Creating Powerful Networks, 3 Rules for Great Products, and the Future of Mobile Tech (SC Moatti)
Investor Stories 100: Why I Passed (Wallace, Zuberi, Medved)
175. From Operator to Accelerator MD to Fund Manager (John Fein)
Investor Stories 99: Post Mortems (Martino, Simoudis, Narasin)
174. VCs Ride the Bus, Comeback Cities & Unorthodox Investing
Investor Stories 98: The Strange & Unusual (Anderson, O'Reilly, Pascucci)
173. Corruption, Extortion and the Fight Against Entrenched Interests-- How a VC Saves Startups from Death by Politics (Bradley Tusk)
Investor Stories 97: Lessons Learned (Einstein, Cohen, Nof)
172. Growth Investing in Biotech, Genomics and Pharma (Jim Tananbaum)
Investor Stories 96: What's Next (Ascher, Medved, Fontana)
171. Sports Tech and the Future of eSports (Wayne Kimmel)
Investor Stories 95: Why I Passed (Kaden, Hardiman, Simoudis)
170. Go-to-Market Fit, Tidal Waves, Category Leadership & Split-Personalities (Tae Hea Nahm)
Investor Stories 94: The Strange & Unusual (Ramanujam, Turner, Leitersdorf)
Investor Stories 93: Lessons Learned (Zuberi, Coelius, Galbut)
169. Product is Paramount (Brian Ascher)
Investor Stories 92: What's Next (Martino, Calacanis, Farmer)
168. Leadership from Origin to Scale (Carter Cast)
Investor Stories 91: Why I Passed (Anderson, Fontana, Duovos)
167. Cram Session, Episodes 113-119 (Nick Moran)
Investor Stories 90: Post Mortems (Wallace, Shah, Medved)
166. Techstars: What Worked, What Didn't, What's Next (David Cohen)
Investor Stories 89: The Strange & Unusual (Farmer, Kaden, Narasin)
165. AV, Mobility, and the Disruption of Big Auto (Evangelos Simoudis)
Investor Stories 88: Lessons Learned (Hardiman, Benaich, Martino)
164. The Cat and Mouse Game of Cyber Security -- Israel, CISOs, and GDPR (Yoav Leitersdorf)
Investor Stories 87: What's Next (Nof, Olsen, Galbut)
The 'Softbank Effect', Financial Discipline and the Interworkings of a Top Seed Investment Firm
Investor Stories 86: My Investing Strategy (Roberts, Collett, Scevak)
Investor Stories 85: Why I Passed (Pascucci, Einstein, Kurzweil, Verrill)
162. LP Value Creation, Why DPI is King, and Secondaries as a Means of Exit (Sarah Anderson)
Investor Stories 84: Post Mortems (Zuberi, Ramanujem, O'Reilly)
161. Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage (Ash Fontana)
Investor Stories 83: The Strange & Unusual (Eakman, Duovos, Shah)
153. Cram Session, Episodes 105-111 (Nick Moran)
Investor Stories 82: Lessons Learned (Mohnot, Turner, Narasin)
160. Better Diversity, Better Outcomes (Elizabeth Galbut)
Investor Stories 81: What's Next (Pascucci, Wallace, Kaden)
159. The Pioneer of Post-Seed (Paul Martino)
Investor Stories 80: My Investing Strategy (Boyce, Nof, Gurrieri)
158. The Deep Tech Debate: Why Invest in a Capital Intensive, Long Time-to-Exit Category? (James Hardiman)
Investor Stories 79: Why I Invested (Farmer, Olsen, Cowan)
157. USV's Newest GP on Leveraged Growth, the Consumer Echo Chamber & Customer Obsession (Rebecca Kaden)
156. Chaos Capital, the new Micro VC Movement and LPs Chasing Hype (Chris Douvos)
Investor Stories 78: Why I Passed (Coelius, Benaich, Calacanis)
155. Predicting Technology Shifts Before they Happen (Tim O'Reilly)
Investor Stories 77: The Strange & Unusual (Larkins & Galston, Einstein, Zuberi)
154. NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)
Investor Stories 76: What's Next (Turner, Triest & DeMarrais, Mougayar, Ramanujam)
153. How Experimentation Empowers Vision & How Corporates Create an Innovation Culture (Eric Ries)
152. Cram Session, Episodes 96-103 (Nick Moran)
Investor Stories 75: Lessons Learned (Buttrick, Shah, Paley)
151. Kingmaking, De-Risking Every Investment & the Future of Real Estate Tech (Brendan Wallace)
150. From Running a VC Firm to Running for Governor (J.B. Pritzker)
Investor Stories 74: Why I Invested (Tsai, Greathouse, Eakman)
149. Startup Moats, Deep Tech & Where Science Fiction becomes Science Fact (Bilal Zuberi)
148. New Founders, New Stages, New Offerings-- The Only Constant in Venture is Change (Vic Pascucci)
Investor Stories 73: Why I Passed (Draper, Farmer, Suster)
147. Monetization Strategy & Why Price Trumps Product (Madhavan Ramanujam)
Investor Stories 72: The Strange & Unusual (Verrill, Mason, Calacanis)
146. Investing in Rocket Ships Before they Take Off (Zach Coelius)
Investor Stories 71: Lessons Learned (Parker, Scevak, Roberts, Hudson)
145. First Institutional VC Fund Raised-- Key Learnings (Semil Shah)
Investor Stories 70: What's Next (Einstein, Galston & Larkins, Cowan)
144. The 8 Startup Profiles & Those that Make the Strongest Investments (Guy Turner)
Investor Stories 69: Exceptional Founders (Olsen, Acunzo, Collett)
143. Beacon: Modernizing the VC Firm, Part 2 (Chris Farmer)
142. Beacon: An Engineering Systems Approach to Investing, Part 1 (Chris Farmer)
Investor Stories 68: My Investing Strategy (Benaich, Kurzweil, Triest & DeMarrais)
141. Cram Session, Episodes 87-94 (Nick Moran)
Investor Stories 67: Why I Invested (Nof, Wilkins, Sanwal)
140. Navigating the Future of IoT (Panel Discussion)
Investor Stories 66: Why I Passed (Mougayar, Mohnot, Cowan)
Investor Stories 65: Lessons Learned (Tunguz, Davis, Draper, Eakman)
139. How to Angel Invest like the Best, Part 2 (Jason Calacanis)
138. How to Angel Invest Like the Best, Part 1 (Jason Calacanis)
Investor Stories 64: What's Next (Acunzo, Rose, Scevak)
137. Cram Session, Episodes 79-85 (Nick Moran)
Investor Stories 63: Exceptional Founders (Boyce, Ramsinghani, Greathouse)
136. Dispelling Conventional Wisdom in VC, Part 2 | Should Seed Investors Follow-on? (Eric Paley)
135. Dispelling Conventional Wisdom in VC, Part 1 | Does Capital Drive Outcomes? (Eric Paley)
Investor Stories 62: My Investing Strategy (Parker, Suster, Shah)
134. The Importance of Storytelling, VC EQ, and the LP-GP Dating Game, Part 2 (James R. 'Trey' Hart III)
133. The Importance of Storytelling, VC EQ, and the LP-GP Dating Game, Part 1 (James R. 'Trey' Hart III)
132. Nick Moran is Interviewed on Bootstrapping in America
Investor Stories 61: Why I Invested (Roberts, Struhl, Verrill)
131. How Amazon, Fitbit & Snap Won; Where Apple, Pebble & Google Did Not, Part 2 (Ben Einstein)
130. How Amazon, Fitbit & Snap Won; Where Apple, Pebble & Google Did Not, Part 1 (Ben Einstein)
Investor Stories 60: Why I Passed (Triest & DeMarrais, Tsai, Larkins & Galston)
129. Cram Session, Episodes 73-78 (Nick Moran)
128. Sector & Niche Focused Funds, p2 and Driving Value with a Regulatory Focus (Jordan Nof)
127. Sector & Niche Focused Funds, Part 1 (Jordan Nof)
Investor Stories 59: Lessons Learned (Olsen, Collett, Sanwal)
126. Cram Session, Episodes 67-72 (Nick Moran)
Investor Stories 58: What's Next (Kurzweil, Buttrick, Hudson)
125. Space Tech Investing, Part 2 (David Cowan)
124. Space Tech Investing, Part 1 (David Cowan)
123. Cram Session, Episodes 61-66 (Nick Moran)
Investor Stories 57: Exceptional Founders (Wilkins, Mason, Benaich)
122. Customer-centric Startup Investing Down Under, Part 2 (Niki Scevak)
121. Customer-centric Startup Investing Down Under, Part 1 (Niki Scevak)
120. Cram Session, Episodes 55-60 (Nick Moran)
Investor Stories 56: My Investing Strategy (Mohnot, Mougayar, Tunguz)
119. Economic Theory in Venture Capital, Part 2 (Mark Suster)
118. Economic Theory in Venture Capital, Part 1 (Mark Suster)
Investor Stories 55: Why I Passed (Roberts, Heymann, Eakman)
Investor Stories 54: Why I Invested in Regroup Therapy (Moran, Cohn, Saunders)
117. Index Investing, Mastering Dealflow & Seeing Everything at Series A, Part 2 (Galen Mason & Brian Axelrad)
116. Index Investing, Mastering Dealflow & Seeing Everything at Series A, Part 1 (Galen Mason & Brian Axelrad)
115. Cram Session, Episodes 50-54 (Nick Moran)
Investor Stories 53: Lessons Learned (Heltzer, Larkins & Galston, McClure)
114. The Next Great Startup Ecosystem is… Part 2 (Chris Olsen)
113. The Next Great Startup Ecosystem is… Part 1 (Chris Olsen)
112. Cram Session, Episodes 46-49 (Nick Moran)
Investor Stories 52: What's Next (Draper, Ramsinghani, Parker)
111. Developer Platform Investing, Part 2 (Ethan Kurzweil)
110. Developer Platform Investing, Part 1 (Ethan Kurzweil)
Investor Stories 51: Exceptional Founders (Davis, Triest & DeMarrais, Verrill)
109. Cram Session, Episodes 41-44 (Nick Moran)
Investor Stories 50: My Investing Strategy (Acunzo, Rose, Hudson)
108. Reinventing Venture Capital, Part 2 (Bryce Roberts)
107. Reinventing Venture Capital, Part 1 (Bryce Roberts)
Investor Stories 49: Why I Invested (Polovets, Collett, Benaich)
106. Underserved Startup Ecosystems, Part 2 (Stuart Larkins & Ezra Galston)
105. Underserved Startup Ecosystems, Part 1 (Stuart Larkins & Ezra Galston)
Investor Stories 48: Why I Passed (Greathouse, Boyce, Huston)
104. Cram Session, Episodes 37-40 (Nick Moran)
103. The Limited Partner, Part 2 (Lindel Eakman)
102. The Limited Partner, Part 1 (Lindel Eakman)
Investor Stories 47: Lessons Learned (Tsai, Mougayar, Shah)
101. The Man Behind the Mic, Part 2 (Nick Moran interviewed by Colin Keeley)
100. The Man Behind the Mic, Part 1 (Nick Moran interviewed by Colin Keeley)
Investor Stories 46: What's Next (Gurrieri, Wilkins, Mohnot)
Investor Stories 45: Exceptional Founders (Parker, Tunguz, Heltzer)
99. Public Policy for Angel Investors, Part 2 (David Verrill)
98. Public Policy for Angel Investors, Part 1 (David Verrill)
97. Student-Focused VC Funds, Part 2 (Peter Boyce II)
96. Student-Focused VC Funds, Part 1 (Peter Boyce II)
Investor Stories 44: My Investing Strategy (Buttrick, Sanwal, O'Donnell)
95. Q&A – Nick Answers Questions from the Listeners (Nick Moran)
94. What's Wrong with Venture? Part 2 (Dave McClure)
93. What's Wrong with Venture? Part 1 (Dave McClure)
Investor Stories 43: Why I Invested (Davis, Heymann, Ramsinghani)
92. Cram Session, Episodes 32-36 (Nick Moran)
91. SpaceX & Elon Musk's Mission to Mars, Part 2 (Tim Urban)
90. SpaceX & Elon Musk's Mission to Mars, Part 1 (Tim Urban)
89. Cram Session, Episodes 26-31 (Nick Moran)
Investor Stories 42: Why I Passed (Struhl, Collett, Hudson)
88. Fintech Investing, Part 2 (Sheel Mohnot)
87. Fintech Investing, Part 1 (Sheel Mohnot)
86. Cram Session, Episodes 18-21 (Nick Moran)
Investor Stories 41: Lessons Learned (Triest & DeMarrais, Polovets, Rose)
85. The Cap Table, Part 2 (John Buttrick & Sean Moran)
84. The Cap Table, Part 1 (John Buttrick & Sean Moran)
83. Cram Session, Episodes 11-17 (Nick Moran)
Investor Stories 40: What's Next (Benaich, Tsai, Carter)
82. Getting Smart on a New Market, Part 2 (Charles Hudson)
81. Getting Smart on a New Market, Part 1 (Charles Hudson)
Investor Stories 39: Why I Invested (Shah, Huston, Draper)
80. Hardware Investing, Part 2 (Avidan Ross)
79. Hardware Investing, Part 1 (Avidan Ross)
Investor Stories 38: Exceptional Founders (Mougayar, Medved, Tsai)
78. Artificial Intelligence Investing, Part 2 (Nathan Benaich)
77. Artificial Intelligence Investing, Part 1 (Nathan Benaich)
Investor Stories 37: My Investing Strategy (Heymann, Wilkins, Day)
76. No Fun Allowed, Part 2 (Jonathon Triest & Brett DeMarrais)
75. No Fun Allowed, Part 1 (Jonathon Triest & Brett DeMarrais)
Investor Stories 36: Lessons Learned (Acunzo, Greathouse, Ramsinghani)
Investor Stories 35: Why I Invested in Tovala (Moran, Rabie, Heltzer)
74. Virtual Reality Investing, Part 2 (Adam Draper)
73. Virtual Reality Investing, Part 1 (Adam Draper)
Investor Stories 34: What's Next (Davis, Sanwal, Collett)
72. Blockchain Investing, Part 2 (William Mougayar)
71. Blockchain Investing, Part 1 (William Mougayar)
Investor Stories 33: Why I Invested (Heltzer, Goldberg, Parker)
70. Building an Investor Brand, Part 2 (Jay Acunzo & John Gannon)
69. Building an Investor Brand, Part 1 (Jay Acunzo & John Gannon)
Investor Stories 32: Exceptional Founders (Heymann, Struhl, Polovets)
68. The Bloomberg for Private Companies, Part 2 (Anand Sanwal)
67. The Bloomberg for Private Companies, Part 1 (Anand Sanwal)
Investor Stories 31: My Investing Strategy (Ramsinghani, Tsai, Gasser)
66. From Angel Group to Venture Fund, Part 2 (Maia Heymann)
65. From Angel Group to Venture Fund, Part 1 (Maia Heymann)
Investor Stories 30: Why I Invested in Cybrary (Moran, Label, Corey)
64. The Fast No, Part 2 (Mike Collett)
63. The Fast No, Part 1 (Mike Collett)
Investor Stories 29: Why I Passed (Shah, Wilkins, Parker)
62. Diversity in Venture Capital, Part 2 (Christine Tsai)
61. Diversity in Venture Capital, Part 1 (Christine Tsai)
Investor Stories 28: What's Next (Greathouse, Medved, Huston)
60. Algorithm-Based Investing, Part 2 (Andrew Parker)
59. Algorithm-Based Investing, Part 1 (Andrew Parker)
Investor Stories 27: Exceptional Founders (Shah, Gurrieri, Penchina)
58. Startup Boards, Part 2 (Mahendra Ramsinghani)
57. Startup Boards, Part 1 (Mahendra Ramsinghani)
Investor Stories 26: My Investing Strategy (Davis, Carter, Struhl)
56. The Hands-on Investor | High-Engagement Investing, Part 2 (John Greathouse)
55. The Hands-on Investor | High-Engagement Investing, Part 1 (John Greathouse)
Investor Stories 25: Why I Invested (Ahmad, Rose, Tunguz)
54. The Path to Series A, Part 2 (Semil Shah)
53. The Path to Series A, Part 1 (Semil Shah)
Investor Stories 24: Why I Passed (Heltzer, Gurrieri, Hamid)
52. The Hunt for Investors, Part 2 (Mark Peter Davis)
51. The Hunt for Investors, Part 1 (Mark Peter Davis)
Investor Stories 23: Lessons Learned (Struhl, Huston, Wilkins)
50. The 3-year Wait is Over | SEC Vote on JOBS Act Title III (David S. Rose)
Investor Stories 22: What's Next (Hamid, O'Donnell, Tunguz)
49. The Value of Data, Part 2 (Leo Polovets)
48. The Value of Data, Part 1 (Leo Polovets)
Investor Stories 21: Exceptional Founders (Wheeler, Day, Rose)
47. Entrepreneur-Investor Fit (Peter Wilkins)
Investor Stories 20: My Investing Strategy (Huston, Brown, Heltzer)
46. The Must-Have Characteristics of SaaS Startups (Tomasz Tunguz)
Investor Stories 19: Why I Invested (Medved, Neumann, Gurrieri)
45. Angel Best Practices #5 | The Deal, part 1 (Nick Moran)
Investor Stories 18: Why I Passed (Mirabile, Polovets, O'Donnell)
44. Negotiating a Term Sheet (Jason Heltzer)
Investor Stories 17: What's Next (Gasser, Struhl, Day)
43. Why Angels Don't Do Drugs | Life Sciences Investing (Sergio Gurrieri)
Investor Stories 16: Exceptional Founders (Carter, Goldberg, Huston)
42. Raising a VC Fund (Jonathan Struhl)
Investor Stories 15: My Investing Strategy (Hamid, Polovets, Medved)
41. The Exit (John Huston)
Investor Stories 14: Why I Invested (O'Donnell, Blank, Day)
40. Crowdfunding & The Socialization of Finance (Jon Medved)
Investor Stories 13: Why I Passed (Wilson, Carter, Ahmad)
39. Cleantech Investing (Rob Day)
Investor Stories 12: What's Next? (Polovets, Goldberg, Penchina)
38. Cross-Border Investing (Michael Goldberg)
Investor Stories 11: Exceptional Founders (Hamid, Gasser, O'Donnell)
37. The Algorithm for Raise Amount & Valuation (Leo Polovets)
Investor Stories 10: My Investing Strategy (Henikoff, Penchina, Neumann)
36. SaaS Startup Investing (Mamoon Hamid)
Investor Stories 9: Why I Invested (Carter, Gasser, Go)
35. Developing Startup Ecosystems & High-Touch Screening (Eric Gasser)
Investor Stories 8: Why I Passed (Brown, Blank, Berkus)
34. Lone-Wolves vs VC's vs Angel Groups vs Syndicates (Nick Moran)
Investor Stories 7: What's Next? (Wheeler, Blank, Wilson)
33. AngelList Syndicate Investing (Gil Penchina)
Investor Stories 6: My Investing Strategy (Mirabile, Wheeler, Winblad)
32. Capital Outside of the Valley (Morris Wheeler, Mike Belsito)
Investor Stories 5: Exceptional Founders (Wilson, Brown, Mirabile)
31. The Pitch (David Brown)
30. The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)
29. Angel Best Practices #4b | Evaluation, part 2 (Nick Moran)
28. The Investment Readiness Level (Steve Blank)
Investor Stories 4: Why I Passed (Henikoff, Neumann, Go)
27. Angel Best Practices #4a | Evaluation, part 1 (Nick Moran)
26. A New Era of Startup Investing | Angel Evolution (Christopher Mirabile)
25. Angel Best Practices #3 | Deal-Flow (Nick Moran)
24. Angel Best Practices #2 | Strategy (Nick Moran)
Investor Stories 3: My Investing Strategy (Imran Ahmad, Dave Berkus, Rob Go)
23. Angel Best Practices #1 | Intro & Overview (Nick Moran)
22. Lessons from 5 Years of Angel Investing (Gabriel Weinberg)
21. VC Portfolio Strategy (Rob Go)
20. Non-Unicorn Investing (Jerry Neumann)
Investor Stories 2: Why I Invested (Dave Berkus, Troy Henikoff, Ann Winblad)
19. Due Diligence (Imran Ahmad)
18. Fundraise Types, Sources & Structures (Dave Berkus)
17. The Accelerator (Troy Henikoff)
16. Venture in the Media (Erin Griffith)
Investor Stories 1: Why I Passed (Brad Feld, Ann Winblad, Gabriel Weinberg)
15. Cram Session Episodes 1-10 (Nick Moran)
14. The Stages of Fundraising (Ann Winblad)
13. The Convertible Note (Bill Payne)
12. Advising Early-Stage Startups (Glenn Gottfried)
11. The #1 Reason Startups Fail (Gabriel Weinberg)
10. The Term Sheet (Brad Feld)
9. Valuation p2, Ethics & Midwest Venture (Jeffrey Carter)
8. Valuation, Part 1 (Jeffrey Carter)
7. Angel Groups (Michael Gruber)
6. Dealflow (Charlie O'Donnell)
5. Evaluating Startups for Investment (George Deeb)
4. The Startup Ecosystem "Key players" (Howard Tullman)
3. Angel Investing 101 (David S. Rose)
2. Venture Capital — Funds, Angels & Entrepreneurs (Chris Yeh)
1. The Black Box of Venture Capital (Nick Moran)