The Odin Times

The Black Box

The promise of artificial returns from an increasingly oligopolistic industry.

18 hrs ago • Dan Gray

13

3

How Also Capital Bets on the Physical World | Mike Annunziata, Also Capital

Nov 1 • Dan Gray and Mike Annunziata

3

3

41:15

October 2026

The Top 50 Venture Capital Firms

Ranking venture capital performance by long-term value creation

Oct 25 • Dan Gray

21

9

4

Unpolished Signals Matter More Now | Yohei Nakajima, Untapped Capital

Oct 18 • Dan Gray

5

1

41:39

The Importance of Playing to Win

Video games and the complex relationship with entrepreneurship

Oct 11 • Dan Gray

15

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

17

6

Setting Rogue Agents on Venture Capital

Using AI to understand why the venture market has lost contact with reality

Sep 20 • Dan Gray

25

5

Only 21 in 20,000 funds can repeatedly pick winners | Saul Klein

Sep 14 • Patrick Ryan

6

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

30

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

25

5

4