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Unpolished Signals Matter More Now | Yohei Nakajima, Untapped Capital
Oct 18
•
Dan Gray
2
1
41:39
The Importance of Playing to Win
Video games and the complex relationship with entrepreneurship
Oct 11
•
Dan Gray
14
1
1
From OpenAI Employee to Venture Capitalist | Jenny Xiao, Leonis Capital
Oct 4
•
Dan Gray
6
1
42:24
September 2026
Reforming UK Regulation for Small Funds
The case for an Exempt Reporting Adviser regime that lowers barriers to entry
Sep 27
•
Dan Gray
16
6
Setting Rogue Agents on Venture Capital
Using AI to understand why the venture market has lost contact with reality
Sep 20
•
Dan Gray
24
4
Only 21 in 20,000 funds can repeatedly pick winners | Saul Klein
Sep 14
•
Patrick Ryan
5
1
45:23
Why we made Phoenix Court a limited company | Saul Klein
Sep 7
•
Patrick Ryan
7
1
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
29
4
5
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
24
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
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