Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Mar 9, 2026 · 6m

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

Ethan Austin of Outside VC

Arianna Simpson of Andreessen Horowitz

Navin Chaddha of Mayfield

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

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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