Larry Cheng of Volition Capital joins Nick to discuss Is SpaceX Over or Undervalued, Why Consensus Kills, How Chewy Beat Amazon, and the GameStop Saga from a Board Member. In this episode we cover:

  • E-commerce and AI-Driven Era
  • GameStop's Transformative Moves
  • SpaceX's Market Cap and Future Value
  • AI and Software Industry
  • Impact of AI on Jobs and Companies
  • Volition Capital's Investment Thesis
  • Investor Mindset and Risk Management
  • Board Management and Advice for Founders

Guest Links:

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.

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