RESEARCH

The Era of Autonomy, examined

Original analysis on autonomous systems, intelligent infrastructure, and the machine economy. Where value will concentrate, which structures will capture it, and the work traditional venture won't do.

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Insights

JPMorgan headquarters lobby with network overlay - JPMorgan's $1.5 Trillion Plan and the Financial-Industrial State

7 min read

JPMorgan's $1.5 Trillion Plan and the Financial-Industrial State

America quietly shifted from building public assets to backstopping private balance sheets. JPMorgan's $1.5 trillion initiative is the latest proof....

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Robinhood CEO Vlad Tenev presenting market structure diagram - Robinhood unveils plan to break Wall Street's IPO cartel

7 min read

RobinHood unveils plan to break Wall Street's IPO cartel

While crypto exchanges chase profits from meme coins and speculative tokens, Robinhood is weaponizing blockchain technology against the financial...

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Frustrated investor with head in hands at a desk - The Fall of Venture Capital and OpenAI overconcentration

14 min read

The Fall of Venture Capital: Why the $40B OpenAI Deal and AI Overconcentration Signals Systemic Collapse

In Q1 2025, artificial intelligence startups captured a staggering 57.9% of global venture capital funding, marking the most concentrated investment...

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Cybernetic bull representing intelligent infrastructure investment - The People's Portfolio

11 min read

The People’s Portfolio: Investing in Intelligent Infrastructure

In January, Hamilton Lane and Republic launched a bold experiment: a private infrastructure fund open to retail investors. With a minimum investment...

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US Capitol building satire illustration - GDP Shock: Venture Capital's government bailout begins

8 min read

GDP shock: Venture Capital's government bailout begins

The Trump administration's trade war has created widespread economic disruption and the economic indicators for Q1 2025 read like a coroner's report....

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