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.
Archive
Venture Capital 2.0
Building, Funding, and Scaling Startups in the Post-Power Law Era
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.
Creative Destruction: The Business of Collegiate Sports in the NIL Era
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.
Tesla's Disruptive Force: The Platform Business Model that Snuffed Out Apple
Apple's failed attempt to invent an EV is a caution flag for investors and a lesson in strategy failure
'Safer' Strategies: Rethinking Startup Investment
A case study from my initial experience pricing Safer investment transactions for early stage companies
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.
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.
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.
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.