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Why we made Phoenix Court a limited company | Saul Klein
Sep 7
•
Patrick Ryan
2
45:06
August 2026
Building Portfolios for Different Types of Risk
Outsized returns are the product of risk, and consistent returns are the product of competently managed risk.
Aug 30
•
Dan Gray
26
2
4
The Futility of Ranking VC Firms
Top 100 lists are catnip for investors, even when few understand how they are scored.
Aug 23
•
Dan Gray
22
5
4
From Facebook's Early Days to a Solo $10M Pre-Seed Fund | Helen Min, Articulate Capital
Aug 16
•
Dan Gray
4
37:28
A Quarter Mile at a Time
For decades, venture capital was associated with creative destruction. Recently it has drifted toward incremental innovation, serving the incumbents it…
Aug 9
•
Dan Gray
21
5
2
How Chaotic Capital Bets on Founders, Pre-Idea | Alex Miller, Chaotic Capital
Aug 2
•
Dan Gray
8
1
1
43:37
July 2026
The SPV is Dead, Long Live the SPV
Private markets are evolving; the dominance of the ten-year fund is making way for capital deployed by flexible discretionary vehicles.
Jul 26
•
Dan Gray
24
3
3
Gaps in Reality
Cyan Banister on why the biggest wins come from the most unusual places.
Jul 19
•
Dan Gray
24
4
3
The Individual Versus the Firm
Venture capitalists tend to understand success through the lens of scale, but the pursuit of scale is the undoing of many ventures.
Jul 12
•
Dan Gray
15
3
The Anti-Fund: One Investor's Bet on SPVs | Enrico Mellis, Animal
Jul 9
•
Dan Gray
8
4
51:41
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
23
3
June 2026
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
36
6
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