Venture Capital
Latest Research
Strategy
Machines are Eating the World: The Data Gravity Investment Thesis in the Era of Autonomy
Strategy
Creative Destruction: The Business of Collegiate Sports in the NIL Era
Strategy
Tesla's Disruptive Force: The Platform Business Model that Snuffed Out Apple
Venture Capital
'Safer' Strategies: Rethinking Startup Investment
Venture Capital
Vanishing Equity: The Financial Sorcery of Venture Capital
Founders will give up more than 80% of their company over four rounds of venture investment. Venture Capital firms use a suite of finely-tuned instruments to manifest this excessive equity dilution.
Venture Capital
The Power Law Cartel in Venture Capital
Venture Capital is controlled by a handful of firms - the Power Law Cartel - and the failure of their Unicorn investment strategy exposes both problems and opportunities for the industry.
Venture Capital
Venture Capital in Transition: Navigating New Realities in Secondary Markets and Realigning GP Incentives
Venture Capital
The Brex Dilemma: Riding the Venture Capital Wave and Facing Its Crumbling Foundation
Harvesting the Long Tail: A New Approach to Startup Investing
Innovation
America's Innovation Paradox
America's "Innovation Paradox" arises from the mismatch between the current capital investment thesis and the necessity of investment into nationwide sustainable digital infrastructure initiatives.
Innovation
Public-Private Partnerships in the Era of Autonomy
Venture Capital
The Anatomy of a VC Bubble
There are many lessons to be learned from this VC bubble as the process of inflating the bubble charts a predictable course that suggest how the market could play out for for the Generative AI market - the newest input to the VC fund machine.