The Odin Times
Subscribe
Sign in
Home
Going Solo
Archive
About
Latest
Top
Discussions
Gaps in Reality
Cyan Banister on why the biggest wins come from the most unusual places.
Jul 19
•
Dan Gray
15
1
2
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
The Anti-Fund: One Investor's Bet on SPVs | Enrico Mellis, Animal
Jul 9
•
Dan Gray
6
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
22
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
34
4
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
19
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
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
45
5
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
24
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
