


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
members
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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.

A Constructive Critique of Time Dislocation Theory in Venture Capital
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12 min read
This isn't a cyclical downturn to be waited out - mounting evidence suggests we're witnessing the death of a funding model that can no longer sustain its own mathematics, creating space for new approaches better adapted to funding next-generation innovation.

The Globalization of Innovation Investing: A Revolution in the Wake of Venture Capital's Collapse
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7 min read
Globalized, borderless innovation and investment will rise from the rubble, helping to transform the startup funding landscape for the next wave

The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital
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9 min read
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We may be well into the 2030's before the venture asset class returns

Professionalizing the Venture Capital Industry Through Public Markets: Lessons from Bill Ackman's Strategy
members
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5 min read
The professionalization of venture capital will be forged in public offerings, and Bill Ackman reveals how it can be done

Sequoia's Evergreen Fund and the End of Traditional Structures
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7 min read
A detailed examination of Sequoia's Evergreen Fund reveals the future of venture capital

Evergreen Funds and the Remaking of the Venture Capital Asset
members
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9 min read
The future of venture funds is Evergreen. Coupled with the venture studio business model, a new paradigm awaits