499. A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups (Navin Chaddha)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Jan 5, 2026 · 49m

Navin Chaddha of Mayfield joins Nick to discuss A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups. In this episode we cover:

Challenges in Early Internet Video

Lessons from Interacting with Tech Luminaries

Investment Philosophy and Evaluation Process

The Role of Psychology in Venture Capital

The AI Collaboration Era

Geopolitical Implications of AI

Investment Strategy in a Competitive Market

Guest Links:

Navin's LinkedIn

Navin's X

Mayfield's LinkedIn

Mayfield's Website

The host of The Full…