The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

507. Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win (Natalie Dillon)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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AI expands venture TAMs (skin & aesthetics)

Natalie describes revisiting dermatology and aesthetics as AI lowers capex and enables remote diagnostics and tracking.

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