The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital
We may be well into the 2030's before the venture asset class returns
JOHN COWAN
Professionalizing the Venture Capital Industry Through Public Markets: Lessons from Bill Ackman's Strategy
The professionalization of venture capital will be forged in public offerings, and Bill Ackman reveals how it can be done
Sequoia's Evergreen Fund and the End of Traditional Structures
A detailed examination of Sequoia's Evergreen Fund reveals the future of venture capital
The DNA of Great Founders
Entrepreneurship cannot be taught. The elements of a great founder are like DNA and can, therefore, be mapped.
Evergreen Funds and the Remaking of the Venture Capital Asset
The future of venture funds is Evergreen. Coupled with the venture studio business model, a new paradigm awaits
The Extinction of Venture Capital as We Know It and the Rise of the Venture Studio Business Model
A new model is emerging to take the place of the failing unicorn investment thesis. Welcome to the Venture Studio era.
How the AI Unicorns Will Spark the Next Big Venture Capital Implosion
VCs use irrational public comparables to inflate portfolio valuations that justify more and bigger funds predicated on irrational investing in AI companies.
Machines are Eating the World: The Data Gravity Investment Thesis in the Era of Autonomy
The wealth created following the advent of the smartphone gives us a blueprint for investing in the Era of Autonomy.
Creative Destruction: The Business of Collegiate Sports in the NIL Era
Most times we only get to observe creative destruction in the past tense, but the rapidly evolving Collegiate NIL market reveals creative destruction in real time. This provides a blue print for investors and innovators to capture a new market.
Tesla's Disruptive Force: The Platform Business Model that Snuffed Out Apple
Apple's failed attempt to invent an EV is a caution flag for investors and a lesson in strategy failure
The 'Safer' Strategy: Toward Sustainable Venture Capital Returns
How to create better returns more consistently for startup investors
'Safer' Strategies: Rethinking Startup Investment
A case study from my initial experience pricing Safer investment transactions for early stage companies