Revenue-Based Repurchase Mechanism With No Exit Required
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- John Cowan
Archive
14 posts
The Future of Venture Capital: Rethinking Startup Fundraising in 2026
Industry Reports
- John Cowan
JPMorgan's $1.5 Trillion Plan and the Financial-Industrial State
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Insights
- John Cowan
Trump's $100k H1B visa: big tech wins, startups lose
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Research
- James Thomason
The Hitchhiker's Guide to the Long Arc of AI Innovation
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- John Cowan
RobinHood unveils plan to break Wall Street's IPO cartel
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- James Thomason
The Fall of Venture Capital: Why the $40B OpenAI Deal and AI Overconcentration Signals Systemic Collapse
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- John Cowan
The People’s Portfolio: Investing in Intelligent Infrastructure
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- John Cowan
GDP shock: Venture Capital's government bailout begins
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- James Thomason
2025 Annual Letter
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Annual Letters
- James Thomason
- John Cowan
Tubular Network Inc.
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Company Reports
- John Cowan
- James Thomason
CronAI USA Inc.
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Company Reports
- John Cowan
- James Thomason