The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Zach Aarons of MetaProp joins Nick to discuss How AI Is Reshaping Real Estate, When Large Operators Should Build vs. Buy, The Biggest Bottleneck in AI Growth, and Advice You Should Never Take. In this episode we cover: Metaprop's Investment Thesis AI Trends and Implementation Challenges Competitive Moats in AI Robotics in the Built World  The Future of Energy and Infrastructure Innovations in Housing and Insurance Metaprop's Venture Strategy  Guest Links: Zach's LinkedIn Zach's X MetaProp's LinkedIn MetaProp's X MetaProp's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

On this special segment of The Full Ratchet, the following Investors are featured: Ross Fubini and Manish Patel of XYZ Venture Capital Micah Rosenbloom of Founder Collective Yuri Sagalov of General Catalyst We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Yuri Sagalov of General Catalyst joins Nick to discuss The Inner Workings of Seed Investing at GC, Why Sector Focus Can Be Limiting, Why Seed Milestones Are Obsolete, and Who to Hire Among Your First 10 Employees. In this episode we cover: Seed Investing Strategy Evaluating Founder Quality Impact of AI on Development Building Early Teams Capital and Market Dynamics  Guest Links: Yuri's LinkedIn Yuri's X General Catalyst's LinkedIn General Catalyst's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

On this special segment of The Full Ratchet, the following Investors are featured: Vivek Vaidya of super{set} Ross Fubini and Manish Patel of XYZ Venture Capital Micah Rosenbloom of Founder Collective Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Micah Rosenbloom of Founder Collective joins Nick to discuss Don't Play the Game on the Field, What the 500 Largest Exits Tell Us, How and When to Sell Secondary, and VC's Identity Crisis. In this episode we cover: Investment Patterns and Risk Management Strategic Deviations in Investing The Mechanics of Picking Winners Liquidity and Exit Strategies Future Outlook on AI and Industry Trends Guest Links: Micah's LinkedIn Micah's X Founder Collective's LinkedIn Founder Collective's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.