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The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedAuthor: Nick Moran
The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups. Language: en-us Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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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)
Monday, 29 December, 2025
In this special replay episode Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover: AI Investment Strategy and Market Utility Impact of AI on Jobs and Early Instances of Reasoning Open vs. Closed Source Models and Data Control Scenario Planning and Unique Insights of Backed Companies Infrastructure and Application Investment Focus Future of Vertical Solutions and Infrastructure Investment Guest Links: Twitter/X (guest) Guest's LinkedIn Company's LinkedIn Company'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.
