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Venture Capital

23 posts
Dog Shit Wrapped in Cat Shit: Continuation Vehicles and the Great Venture Capital Liquidity Illusion
Venture Capital

Dog Shit Wrapped in Cat Shit: Continuation Vehicles and the Great Venture Capital Liquidity Illusion

members – 11 min read
…
Jun 10, 2025
JOHN COWAN JOHN COWAN
What Carta's Peter Walker Won't Say, But I Will
Founders Venture Capital

What Carta's Peter Walker Won't Say, But I Will

members – 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
Jun 4, 2025
JOHN COWAN JOHN COWAN
Bridge to Nowhere: How the Seed-Stage Loop Exposes Venture Capital’s Structural Crisis
Venture Capital

Bridge to Nowhere: How the Seed-Stage Loop Exposes Venture Capital’s Structural Crisis

members – 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.
May 23, 2025
JOHN COWAN JOHN COWAN
How Venture Studios Deliver What Corporate Investors and VCs Can’t
Ventue Studio Venture Capital

How Venture Studios Deliver What Corporate Investors and VCs Can’t

members – 9 min read
Discover why venture studios are emerging as the preferred innovation vehicle for corporates and institutional investors seeking alignment, speed, and ROI.
Apr 23, 2025
JOHN COWAN JOHN COWAN
Broligarchy Endgame: Total Monopoly Through Government-Backed Intelligent Infrastructure
Venture Capital Macro Trends

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 JOHN COWAN
2025 Venture Capital Industry Forecast
Research Venture Capital Venture Studio

2025 Venture Capital Industry Forecast

public – 6 min read
–
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.
Dec 28, 2024
JOHN COWAN JOHN COWAN
A Constructive Critique of Time Dislocation Theory in Venture Capital
Venture Capital

A Constructive Critique of Time Dislocation Theory in Venture Capital

members – 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.
Nov 12, 2024
JOHN COWAN JOHN COWAN
The Globalization of Innovation Investing: A Revolution in the Wake of Venture Capital's Collapse
Venture Capital Innovation

The Globalization of Innovation Investing: A Revolution in the Wake of Venture Capital's Collapse

members – 7 min read
Globalized, borderless innovation and investment will rise from the rubble, helping to transform the startup funding landscape for the next wave
Oct 8, 2024
JOHN COWAN JOHN COWAN
The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital
Venture Capital Research

The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital

public – 9 min read
–
We may be well into the 2030's before the venture asset class returns
Aug 18, 2024
JOHN COWAN JOHN COWAN
Professionalizing the Venture Capital Industry Through Public Markets: Lessons from Bill Ackman's Strategy
Innovation Strategy Venture Capital

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

members – 5 min read
The professionalization of venture capital will be forged in public offerings, and Bill Ackman reveals how it can be done
Jul 30, 2024
JOHN COWAN JOHN COWAN
Sequoia's Evergreen Fund and the End of Traditional Structures
Venture Capital

Sequoia's Evergreen Fund and the End of Traditional Structures

members – 7 min read
A detailed examination of Sequoia's Evergreen Fund reveals the future of venture capital
Jul 25, 2024
JOHN COWAN JOHN COWAN
Evergreen Funds and the Remaking of the Venture Capital Asset
Venture Capital

Evergreen Funds and the Remaking of the Venture Capital Asset

members – 9 min read
The future of venture funds is Evergreen. Coupled with the venture studio business model, a new paradigm awaits
May 28, 2024
JOHN COWAN JOHN COWAN
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