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The Individual Versus the Firm
Venture capitalists tend to understand success through the pursuit of scale, and yet scale is more likely to create failure than to enable success.
Jul 12
•
Dan Gray
15
2
51:41
The Anti-Fund: One Investor's Bet on SPVs | Enrico Mellis, Animal
Jul 9
•
Dan Gray
6
4
The Sick Man of Private Markets
Private equity was forced to get fit after the Global Financial Crisis. Venture capital's megafunds would benefit from a similar intervention.
Jul 5
•
Dan Gray
21
2
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Greetings from the future it's really f*cking boring
Apr 14, 2024
•
Patrick Ryan
64
11
9
A message from Odin's founders
Aug 17, 2024
•
Patrick Ryan
and
Mary Lin
17
1
Ideas for Angel Investors #1: Indexing
Oct 2, 2022
•
Patrick Ryan
10
2
The Disappearance of the Ten-Year Fund
May 3
•
Dan Gray
62
2
11
The Fourth Turning
Aug 6, 2024
•
Patrick Ryan
23
6
2
The Origins of Alpha
Jan 25
•
Dan Gray
31
6
7
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The Venture Capitalist's World Model
Venture capital has roots in financing exploration, and in many ways that's what the industry still does today — the horizons are just less literal.
Jun 28
•
Dan Gray
33
3
Investing in Products with Community at their Core | Sarah Drinkwater, Common Magic
Jun 23
•
Patrick Ryan
5
48:22
The Race
An aging, chubbing man embarks on a half marathon while contemplating AI, consciousness and human solidarity
Jun 21
•
An Rón
13
2
Future Venture Capitalism
What venture capital should look like in the age of LLMs
Jun 14
•
Dan Gray
18
1
5
From Banking Analyst to Three-Fund Solo GP | Adam Besvinick, Looking Glass Capital
Jun 11
•
Dan Gray
1
44:37
Survival of the Fittest
The path to scaling venture capital must avoid propping up a larger number of marginal companies and feeding fee extraction.
Jun 7
•
Dan Gray
29
2
8
The Magical Money Tree of Management Fees
The mismatch of an unscalable industry built on an incentive to scale.
May 31
•
Dan Gray
44
4
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