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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.
8 hrs ago
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Dan Gray
10
1
The Anti-Fund: One Investor's Bet on SPVs | Enrico Mellis, Animal
Jul 9
•
Dan Gray
6
2
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
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Dan Gray
20
2
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
30
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
16
1
5
From Banking Analyst to Three-Fund Solo GP | Adam Besvinick, Looking Glass Capital
Jun 11
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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
28
2
8
May 2026
The Magical Money Tree of Management Fees
The mismatch of an unscalable industry built on an incentive to scale.
May 31
•
Dan Gray
43
4
Unreasonable Breakthroughs
Noubar Afeyan has devoted his career to proving innovation can be systematic, and the volume of successful exits from Flagship Pioneering appears to…
May 24
•
Dan Gray
23
1
The Myths Distorting Venture Capital Today | Arian Ghashghai, Earthling VC
May 19
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Dan Gray
and
Arian Ghashghai
1
43:29
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