The Great LP Exodus: Why Institutional Capital Is Fleeing Venture Capital
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17 min read
Research Dossier for Emerging Managers and Venture Studio Operators
Trump to Bail Out Failing Venture Capital Industry with America’s 401k Retirement Savings
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17 min read
President Trump is preparing to sign an executive order that would open $12.5 trillion in American 401(k) retirement…
Carta's Charts Don't Lie: The Series A Sprint Is a Cartel-Designed Death Trap
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6 min read
Peter Walker's latest Carta data reveals a brutal truth: if your startup hasn't raised Series A within 24 months of seed funding, you're essentially dead.
2025 VC Forecast Mid-Year Update: The Accelerating Collapse and the $30 Billion Opportunity
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5 min read
Mid-Year 2025 Venture Capital Forecast Update
Six months into 2025, the venture capital landscape has evolved in ways that both…
Venture Capital Cause of Death
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6 min read
I turned a decade of venture capital data into a handy interactive chart to illustrate the moment the VC industry…
What Carta's Peter Walker Won't Say, But I Will
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5 min read
The Venture Model Isn't Broken Because Founders Raised Too Much—It's Broken Because 46% of Seed Rounds Are Now Bridge Rounds to Nowhere
Bridge to Nowhere: How the Seed-Stage Loop Exposes Venture Capital’s Structural Crisis
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4 min read
Seed-stage startups are increasingly stuck in funding limbo, with record bridge rounds replacing Series A progression. This isn’t a founder failure—it’s part of the systemic breakdown in venture capital structure.
How Venture Studios Deliver What Corporate Investors and VCs Can’t
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9 min read
Discover why venture studios are emerging as the preferred innovation vehicle for corporates and institutional investors seeking alignment, speed, and ROI.
Broligarchy Endgame: Total Monopoly Through Government-Backed Intelligent Infrastructure
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3 min read
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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.
2025 Venture Capital Industry Forecast
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6 min read
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In 2024, capital concentration among dominant VC firms reached unprecedented levels. As inefficiencies widen, 2025 will mark a recalibration of early-stage investing, with venture studios emerging as a sustainable model to fill funding gaps and challenge the Power Law Cartel.