Will the Capital Markets Ever Come Back?
All the bankers we know are incredibly busy, but they do not have much to show for it. The capital markets are log-jammed and it is not clear what it will take to free them.
Tag Archives: Venture
Herd Mentality – Why are there so many AI accelerators?
Two decades of under-investment in semis has left US venture firms with little institutional memory for semis investment.
What comes next for Venture?
Creative destruction is coming for the venture investing space. Gloomy as this feels now, the cycle will eventually turn, and we are very curious as to what new form the industry will adopt then.
What will Venture Investing Become?
A shrinking number of firm, months and months with no DPI, log-jammed fundraising, too much software and not enough hardware – the venture industry is poised for a profound change.
The Raft of the Medusa
Much of the venture landscape is adrift at sea, with no land in sight.