Macro Trends - Venture Capital 2.0

Trump to Bail Out Failing Venture Capital Industry with America’s 401k Retirement Savings

members – 17 min read

President Trump is preparing to sign an executive order that would open $12.5 trillion in American 401(k) retirement…

Jul 24, 2025

JOHN COWAN

Subtracting the Giants: How to Escape the Venture Capital Collapse

members – 8 min read

Remove mega-funds from VC data: $368B→$50B. That's an epic collapse hidden by Venture Banks. The good news? The exodus sparked a funding revolution—venture studios, revenue financing, corporate VC. The old guard killed VC. The vanguard doesn't need it.

Jun 6, 2025

JOHN COWAN

Broligarchy Endgame: Total Monopoly Through Government-Backed Intelligent Infrastructure

public – 3 min read

–

This multi-part essay explores Silicon Valley’s meteoric rise in influence over public infrastructure, the monopolization of autonomous systems, and what can be done to prevent a new era of digital feudalism in the wake of the current regime’s ambition to run America like a private corporation.

Mar 5, 2025

JOHN COWAN