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  • 498. The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback (Arianna Simpson)

    498. The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback (Arianna Simpson)
    2025/12/15

    Arianna Simpson of Andreessen Horowitz joins Nick to discuss The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback. In this episode we cover:

    • Stable Coins and Their Impact on Crypto
    • Geopolitical and Regulatory Risks for Stable Coins
    • Crypto's Role in the Financial System and Emerging Use Cases
    • Investing in Tokens and Equity
    • Institutional Adoption and Market Cycles
    • Challenges and Opportunities in the Crypto Market
    • Founders and Their Impact on Investment Decisions
    • The Future of NFTs and Emerging Technologies

    Guest Links:

    • Arianna's LinkedIn
    • Arianna's X
    • Andreessen Horowitz's LinkedIn
    • Andreessen Horowitz'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.
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    47 分
  • Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)

    Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)
    2025/12/11

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Chris Rizik of Renaissance Venture Capital
    • Casber Wang of Sapphire Ventures
    • Medha Agarwal of Defy

    We asked guests to describe the biggest change to their investment philosophy over the course of 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.
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    8 分
  • Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)

    Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)
    2025/12/08

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Jon Terbell and Ted Clark of FourBridge Partners
    • Lara Banks of Makena Capital Management
    • Jim Tananbaum of Foresite Capital

    We discuss major conflicts that guests have faced and how they resolved them.

    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.
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    7 分
  • Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)

    Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)
    2025/12/04

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Mike Maples Jr. of Floodgate
    • Nnamdi Okike of 645 Ventures
    • Hemant Mohapatra of Lightspeed India

    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.
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    6 分
  • 497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

    497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)
    2025/12/01

    Ethan Austin of Outside VC joins Nick to discuss Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows. In this episode we cover:

    • Lessons from Founding Give Forward
    • Investment Philosophy and Timing
    • Founding Outside VC
    • Characteristics of Strong Investment Candidates
    • Supporting Founders and Building Knowledge
    • Trends in FinTech and Climate
    • Role of a VC and Early Liquidity

    Guest Links:

    • Ethan's LinkedIn
    • Outside VC's LinkedIn
    • Outside VC'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.
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    41 分
  • Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)

    Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)
    2025/11/27

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Vince Hsieh of Cypress Growth Capital
    • Paul Madera of Meritech Capital
    • Jeff Bussgang of Flybridge Capital

    We asked guests for the most important piece of advice that they'd share with folks early in their venture career.

    The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    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.
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    5 分
  • Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)

    Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)
    2025/11/24

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Shamin Walsh of BAM Ventures
    • Alexander Niehenke of Scale Venture Partners
    • Aaref Hilaly of Bain Capital Ventures

    We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

    The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    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.
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    6 分
  • Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)

    Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)
    2025/11/20

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Mike Schroepfer of Gigascale Capital
    • Shashank Saxena of Sierra Ventures
    • Ryan Delk of Primer

    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.
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    6 分