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The Race
An aging, chubbing man embarks on a half marathon while contemplating AI, consciousness and human solidarity
Jun 21
•
An Rón
12
1
Future Venture Capitalism
What venture capital should look like in the age of LLMs
Jun 14
•
Dan Gray
14
4
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
24
2
6
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
41
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
•
Dan Gray
and
Arian Ghashghai
1
43:29
Harnessing Conviction
The challenge of backing emerging managers in venture capital, and the many parallels with early-stage investing
May 17
•
Dan Gray
19
1
4
Best Served Cold
Why cold inbound is an overlooked source of alpha, and a research-backed framework to get the most out of it.
May 10
•
Dan Gray
25
1
3
The Disappearance of the Ten-Year Fund
Breaking down recent research on venture capital fund horizons, and the implications for small and emerging managers.
May 3
•
Dan Gray
60
2
9
April 2026
Mythical Beasts
Credentialism is taking the magic out of venture capital.
Apr 26
•
Dan Gray
30
1
6
Europe's First Semiconductor-Only VC | Lawrence Lundy-Bryan, Cloudberry VC
Apr 22
•
Patrick Ryan
and
Lawrence Lundy-Bryan
2
1
48:51
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