Venture Capital
A Constructive Critique of Time Dislocation Theory in Venture Capital
This isn't a cyclical downturn to be waited out - mounting evidence suggests we're witnessing the death of a funding model that can no longer sustain its own mathematics, creating space for new approaches better adapted to funding next-generation innovation.
Venture Capital
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
Venture Capital
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
Venture Capital
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.
Venture Capital
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.
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.
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
The American economy and its global economic dominance in the world are at a critical point in history. The decisions and strategies to embrace and capitalize on rapidly evolving technologies are crucial for national security.
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.
