Archive - Venture Desktop by Brett Bivens

The Rise of Production Capital

Capital Formation in the Hard Asset Supercycle

Apr 17 •

and

William Godfrey

The Business Equation

Feeding the accumulating advantage flywheel.

Feb 20, 2020 •

The Merits of Bottoms Up Investing

Seth Klarman, Benchmark, and seeing the present clearly

Feb 14, 2020 •

The Urgent Buyer Era

How Crisis Creates New Industrial Champions

May 8 •

and

Gregory Bernstein

Seven Miracles of Venture Research

Principles of Effective Venture Research

Mar 26, 2024 •

Why New Funds Matter

Mar 3 •

Designing for Industrial Scale

Why Business Systems Matter

Mar 13, 2024 •

The Production Capital Mosaic

Financing the New Industrial Deployment Age

May 21 •

The Age of Precision Wellness

Ushering in the Metaverse of Health.

Jun 18, 2020 •

Spotify: The Ambient Media Company

The new era of "passive media", Spotify's Ladder, and combating commoditization.

Jan 24, 2020 •

The Rise of Product-Led Growth

SaaS lessons from Warren Buffett, the best seed pitch ever, and key questions about the future of bottoms up software...

Aug 28, 2020 •

How to Identify Underrated Markets

A framework for analyzing the catalysts of emergent demand

Jun 25, 2020 •

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