JOHN COWAN
Venture Capital
The Globalization of Innovation Investing: A Revolution in the Wake of Venture Capital's Collapse
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
Innovation
Professionalizing the Venture Capital Industry Through Public Markets: Lessons from Bill Ackman's Strategy
Venture Capital
Sequoia's Evergreen Fund and the End of Traditional Structures
Founders
The DNA of Great Founders
Entrepreneurship cannot be taught. The elements of a great founder are like DNA and can, therefore, be mapped.
Venture Capital
Evergreen Funds and the Remaking of the Venture Capital Asset
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
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
