On this special segment of The Full Ratchet,

the following investors are featured:

• Bilal Zuberi

• Madhavan Ramanujem

• Tim O'Reilly

Each investor discusses a portfolio

company that did not survive and

why it failed.

To listen more, please visit http://fullratchet.net/podcast-episodes/
for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Ash Fontana of Zetta Venture Partners joins Nick to discuss Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage. In this episode, we cover:

• Categories of AI that Ash is most interested in
• The difference between real AI and AI-enabled companies
• Why SaaS will cease to be investable by VCs
• The current AI stage of adoption
• How he times the market
• The four phases of AI
• What phase of AI they invest in
• How AI is and will be affected by limited data
• How startups can compete for talent w/ GAFA (Google, Amazon, Facebook, Apple)
• The moats being created by their AI-first portcos
• How they think about metrics and milestones for AI-backed companies
• If AI should be feared
• and finally we wrap up w/ Ash's thoughts on Chris Dixon's position that we will see a movement from centralization back to decentralization in tech-- and the role that AI will play

To listen more, please visit http://fullratchet.net/podcast-episodes/
for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

On this special segment of The Full Ratchet,

the following investors are featured:

• Lindel Eakman

• Chris Duovos

• Semil Shah

Each investor describes the most

unusual situation or pitch that

they've encountered as an investor.

To listen more, please visit http://fullratchet.net/podcast-episodes/
for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes:

• 105. Underserved Startup Ecosystems, Part 1 (Stuart Larkins & Ezra Galston)
• 106. Underserved Startup Ecosystems, Part 2 (Stuart Larkins & Ezra Galston)
• 107. Reinventing Venture Capital, Part 1 (Bryce Roberts)
• 108. Reinventing Venture Capital, Part 2 (Bryce Roberts)
• 110. Developer Platform Investing, Part 1 (Ethan Kurzweil)
• 111. Developer Platform Investing, Part 2 (Ethan Kurzweil)

To listen more, please visit http://fullratchet.net/podcast-episodes/
for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

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

• Sheel Mohnot
• Guy Turner
• Ben Narasin

Each investor illustrates a critical lesson
learned about startup investing and how
it's changed their approach.

To listen more, please visit http://fullratchet.net/podcast-episodes/
for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.