JOHN COWAN - Venture Capital 2.0 (Page 4)

The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital

public – 9 min read

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We may be well into the 2030's before the venture asset class returns

Aug 18, 2024

JOHN COWAN

Professionalizing the Venture Capital Industry Through Public Markets: Lessons from Bill Ackman's Strategy

members – 5 min read

The professionalization of venture capital will be forged in public offerings, and Bill Ackman reveals how it can be done

Jul 30, 2024

JOHN COWAN

Sequoia's Evergreen Fund and the End of Traditional Structures

members – 7 min read

A detailed examination of Sequoia's Evergreen Fund reveals the future of venture capital

Jul 25, 2024

JOHN COWAN

The DNA of Great Founders

public – 7 min read

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Entrepreneurship cannot be taught. The elements of a great founder are like DNA and can, therefore, be mapped.

Jul 8, 2024

JOHN COWAN

Evergreen Funds and the Remaking of the Venture Capital Asset

members – 9 min read

The future of venture funds is Evergreen. Coupled with the venture studio business model, a new paradigm awaits

May 28, 2024

JOHN COWAN

The Extinction of Venture Capital as We Know It and the Rise of the Venture Studio Business Model

public – 5 min read

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A new model is emerging to take the place of the failing unicorn investment thesis. Welcome to the Venture Studio era.

May 18, 2024

JOHN COWAN

How the AI Unicorns Will Spark the Next Big Venture Capital Implosion

members – 8 min read

VCs use irrational public comparables to inflate portfolio valuations that justify more and bigger funds predicated on irrational investing in AI companies.

Apr 21, 2024

JOHN COWAN

Machines are Eating the World: The Data Gravity Investment Thesis in the Era of Autonomy

paid – 15 min read

The wealth created following the advent of the smartphone gives us a blueprint for investing in the Era of Autonomy.

Apr 4, 2024

JOHN COWAN

Creative Destruction: The Business of Collegiate Sports in the NIL Era

paid – 16 min read

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.

Mar 12, 2024

JOHN COWAN

Tesla's Disruptive Force: The Platform Business Model that Snuffed Out Apple

paid – 6 min read

Apple's failed attempt to invent an EV is a caution flag for investors and a lesson in strategy failure

Feb 28, 2024

JOHN COWAN

'Safer' Strategies: Rethinking Startup Investment

members – 6 min read

A case study from my initial experience pricing Safer investment transactions for early stage companies

Feb 13, 2024

JOHN COWAN

Vanishing Equity: The Financial Sorcery of Venture Capital

public – 7 min read

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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.

Feb 5, 2024

JOHN COWAN