How do great investors evolve? @kyork20 of @YorkGrowth, @someshdash of @IVP, and Paul Madera of @MeritechCapital share how their philosophies have changed — from early angel bets to disciplined diligence and deeper listening. Check out Investor Stories 439 today. Link in bio.

“Banks will be fully automated—with zero employees.” Victor Orlovski of @R136Ventures joins TFR to discuss DPI without IPOs, late-stage growth traps, why people still trump metrics, and how agentic AI is reshaping fintech and banking. Check out Episode 495 today. Link in bio.

What’s the one question that stopped these investors in their tracks? @BSchuler (@dfjgrowth), @aniehenke (@scalevp), and @mkhandel (@defyvc) share the smartest questions they’ve ever been asked—by LPs, founders, and peers in Investor Stories Segment 433. Link in bio.

GLP-1s as longevity drugs, AI-designed molecules, and why late-stage biotech is an unprecedented buyer’s market. Host Nick Moran talks with @JTananbaum, founder/CEO of @ForesiteCapital, on FDA shifts, China’s rise, and holding winners. Link to the full episode is in our bio.

In this Investor Stories segment, @danibinatti of @pismo_io, Paul Madera of @MeritechCapital & Nnamdi Okike (@thedatavc) of @645ventures share stories of exceptional founders — from @nubank’s @velez_david to @DealerSocket, @rentspree & @overtime — and traits that set them apart.

Profitability vs. growth. Code vs. customer pain. Film financing vs. SaaS. @kjiangvc at Mangusta Capital, @josephruscio at @heavybit, and @aniehenke at @scalevp share how their investing philosophies evolved — and the lessons that rewrote their playbooks. Tune in today!

Zoom at Seed. Primer partnerships. A tax-credit unicorn. @vmhsieh of Cypress Growth Capital, @aaref of @BainCapVC, and @delk of @Primer share the tough “Why I Passed” moments — from missed deals to opportunities left on the table. Tune in today!

Lara Banks of Makena Capital Management on evergreen privates, underwriting beyond track records, co-invest discipline, secondaries as a “third door,” and where AI value will accrue. Episode 491 of The Full Ratchet—don’t miss it.

Breaking into venture isn’t easy. @Han_Shen of iFly, @cshapiro of @collabfund & @kjiangvc of Mangusta Capital reflect on what they wish they knew starting out—why patience matters, how to find your edge, and lessons learned from @masason & @honam. Tune in today!

What are the most important lessons investors carry through their careers? @_Han_Shen_ of iFLY, @BSchuler of DFJ Growth, and @danibinatti of @pismo_io share why patience, guiding founders, and transparency are essential in venture. Check out Investor Stories 423 today!

How do top investors evolve their philosophies? Shamin Walsh of @BAMVentures, @schrep of @gigascale, and Shashank Saxena of @Sierra_Ventures share how cycles, founder obsession, and constant innovation have reshaped their approach. Listen to Episode 421 of Investor Stories now.

“AI is the new oil.” @MohapatraHemant of @LightspeedIndia joins TFR to explain the AI “extraction cycle,” why hype cycles are a gift to founders, the underhyped bets he’s chasing, and why acting fast is key. Episode 489 is now live.

What’s the best question an LP or founder has ever asked? 🎙️ In this Investor Stories episode, @delk of @Primer, @aaref of @BainCapVC, and @someshdash of @IVP share the questions that pushed their thinking and left a lasting impact. Tune in today! Link in bio.

Passed on @tapcart_app. Declined a term sheet. Dismissed a market that took off. Hear anti-portfolio lessons from Shamin Walsh of @BamVentures, @danibinatti of @pismo_io, and @schrep of @gigascale. Why they passed—and what they’d do differently. Check out Investor Stories #415!

VC is sales. Love it or leave it. Pick a space—momentum matters. And know what kind of investor you want to be. @tseides of Capital Allocators, @kevindstevens of @EnergizeCapital, and @jaypatil of @swellvc share key advice for new investors in this episode of Investor Stories.

“Would you put your grandmother’s money in your fund?” On this episode, @tseides, Bradley Tusk of @tuskventures, and @DavidGarAce of @digittmexico share the best LP questions they've been asked. Tune in to learn what separates a good question from a great one.

Investing your own money. Backing founders over trends. Managing asymmetric risk. This week on TFR's Investor Stories, @jaypatil of @swellvc, Mathias Schilling of @HeadlineVC & @godardabel of @G2dotcom share the critical lessons that reshaped how they invest and lead.

“Find a team that will give you full reps.” From in-person learning to obsession-level curiosity—Ted Clark, Jon Terbell of FourBridge, Mathias Schilling of @HeadlineVC, and @godardabel of @G2dotcom share timeless advice for new investors. Tune in to Investor Stories Ep. 409!

From touring with Gaga to investing in @neuralink—@dawallach has one of the wildest resumes in tech. We talk early bets on @Spotify, why most frontier tech fails commercially, and the future of biotech + medicine. Check out The Full Ratchet Episode 485!

Three firms. Three big passes. From Google to fund-of-fund regrets to bubble-fueled flameouts—Jon Terbell & Ted Clark, @jaypatil, and Mathias Schilling share the stories behind their biggest misses and what they learned. Hear the “Why I Passed” on this Investor Stories segment!