515. 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models (Glenn Solomon)

Glenn Solomon of Notable Capital joins Nick to discuss 3 Multi-Billion-Dollar Exits in 1 Year, Lessons from Airbnb, HashiCorp, Slack, and Square, The VC Case for Staying Small, and the Battle Between Open-Weight vs. Closed Models. In this episode we cover: - Identifying Unique Investment Opportunities - The Impact of Fund Size on Investment Strategy - Challenges of Overfunding and Market Dynamics - Growth and Real Success in the AI Era - The Role of Hyperscalers and Frontier Labs - Public Market Sentiment and IPO Considerations - Future of Venture Capital and Notable's Strategy - Investing in Anthropic and Market Dynamics **Guest Links**: - Glenn's LinkedIn - Glenn's X - Notable's LinkedIn - Notable'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.