The Contrarian Investment Thesis The AI venture capital bubble will inevitably unwind over the next several years, creating an unprecedented opportunity for value capture in the history of technology. More than a hundred AI companies valued at hundreds of billions of dollars will face severe capital constraints, requiring new structures| Venture Capital 2.0
| Venture Capital 2.0
President Trump is preparing to sign an executive order that would open $12.5 trillion in American 401(k) retirement savings to Silicon Valley venture capitalists—the same investors who are being abandoned by sophisticated investors worldwide after catastrophic losses. The executive order, which could be signed imminently according| Venture Capital 2.0
Remove mega-funds from VC data: $368B→$50B. That's an epic collapse hidden by Venture Banks. The good news? The exodus sparked a funding revolution—venture studios, revenue financing, corporate VC. The old guard killed VC. The vanguard doesn't need it.| Venture Capital 2.0