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Hitting Escape Velocity
Venture capital’s “exit” is only the beginning for generational companies
Mar 8
•
Dan Gray
13
2
Nobody's Darlings
Analysing one of venture capital's premiere debut funds: Mucker Capital Fund 1
Mar 1
•
Dan Gray
17
1
3
February 2026
No Crying in the Casino
How financialisation taps into our gambling gene - and damages economic productivity
Feb 22
•
Dan Gray
29
8
8
In Support of the Current Thing
I need to say something that might be uncomfortable.
Feb 15
•
Dan Gray
19
4
1
Too Big to Succeed
Emerging Managers in Venture Capital are underfunded. They deliver better financial results and are also important drivers of human progress
Feb 8
•
Dan Gray
22
3
Investing in AI Rollups
Software is finally eating services - what does a successful investment in this space look like?
Feb 1
•
Patrick Ryan
16
January 2026
The Origins of Alpha
The Emerging Manager’s Guide to Origination
Jan 25
•
Dan Gray
25
6
6
The Reserves Paradox
The Emerging Manager's Guide to Reserves in Venture Capital
Jan 14
•
Dan Gray
11
4
2
Last chance saloon
There has never been a better time to start building an investment firm or a company. In fact, everything you hold dear depends on it.
Jan 13
•
Patrick Ryan
6
1
October 2025
What happened to the future?
On the stagnation of venture capital, the would-be fuel of progress
Oct 29, 2025
•
Dan Gray
5
1
2
Money Chasing Deals
Dan Gray on why private markets are horribly inefficient
Oct 19, 2025
•
Patrick Ryan
and
Dan Gray
14
3
2
February 2025
No, you shouldn't raise a fund
thoughts on a better path for emerging managers & solo GPs
Feb 9, 2025
•
Patrick Ryan
7
1
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