Venture Capital 2.0
⌘K
Subscribe Sign in

Strategy

Capturing Dislocation Alpha: The Venture Studio Hedge Against the AI Bubble
Macro Trends

Capturing Dislocation Alpha: The Venture Studio Hedge Against the AI Bubble

The Contrarian Investment Thesis The AI venture capital bubble will inevitably unwind over the next several years, creating an unprecedented
Geographic Alpha: Using Spatial Arbitrage to Optimize Venture Studio Strategy
Strategy

Geographic Alpha: Using Spatial Arbitrage to Optimize Venture Studio Strategy

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

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

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

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

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

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

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

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

©2025 Three Comma Strategies LLC. Not built with VC money.