CEO OS
References ·April 12, 2026 ·reference

Venture Capital

Capital raised from institutional investors (LPs) and deployed into high-growth private companies in exchange for equity. William Hockey's thesis: VC is one Asset Class, not a law of nature. It's engineered for companies that can grow 30%+ off a billion-dollar revenue base — which is a tiny slice of businesses, including most Enterprise Software. Treating it as the default funding path distorts incentives around Dilution, Liquidation Preference, and Founder Risk. Hockey's counterexample: Column, funded entirely through Self-Funding and Earnings.

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