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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
6
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
23
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
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
14
2
Future Venture Capitalism
The asymmetric benefit of LLMs that may produce a more competitive market.
Jun 14
•
Dan Gray
19
1
5
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