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

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

Apr 4, 2024 — 15 min read

Machines are Eating the World: The Data Gravity Investment Thesis in the Era of Autonomy — Kindred spirit industrialists?

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Geographic Alpha: Using Spatial Arbitrage to Optimize Venture Studio Strategy

members – 19 min read

This research introduces the Spatial Arbitrage™️ framework, a quantitative methodology for evaluating markets based on talent mobility and growth potential. Subscribe to access the full analysis, including rankings, scoring methodology, implementation framework, and LP evaluation guidelines.

Nov 19, 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

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