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.
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
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