Research by
John Cowan
More than 25 years leading early-stage companies as founder and CEO. Venture architect, capital strategist and author of the bestseller Venture Capital 2.0.
- Revenue-Based Repurchase Mechanism With No Exit Required6 min readCompany Reports
- The Future of Venture Capital: Rethinking Startup Fundraising in 202615 min readIndustry Reports
- JPMorgan's $1.5 Trillion Plan and the Financial-Industrial State8 min readIndustry Reports
- The Hitchhiker's Guide to the Long Arc of AI Innovation7 min readIndustry Reports
- The Fall of Venture Capital: Why the $40B OpenAI Deal and AI Overconcentration Signals Systemic Collapse16 min readInsights
- The People’s Portfolio: Investing in Intelligent Infrastructure12 min readInsights
- 2025 Annual Letter16 min readAnnual Letters