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Artwork for The Odin Times

The Odin Times

Patrick Ryan, Dan Gray

A newsletter about investing, tech, economics and more.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues123SubscribersRead blog.joinodin.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

No Crying in the Casino

> “Speculators may do no harm as bubbles on a steady stream of enterprise. But the position is serious when enterprise becomes the bubble on a whirlpool of speculation. When the capital development of a country becomes a by-product of the a...

11 days ago
25
6

In Support of the Current Thing

I need to say something that might be uncomfortable.

18 days ago
19
4

Too Big to Succeed

> “The single best opportunity in venture capital today is investing in operators’ funds that are small in size, have differentiated access, and exercise independent judgement. I’d bet this cohort of managers will outperform 90%+ of traditi...

25 days ago
18
0

Investing in AI Rollups

For years, the best way to put a VC off your company was to say it had a significant “services element”.

a month ago
15
0

Authors

The writers behind this newsletter.

  • Patrick Ryan

    I'm one of the cofounders of Odin, a UK-based global platform for structuring SPV's and investing in venture deals. I like writing about technology, history, politics, philosophy and economics.

  • Dan Gray

    The Science of Venture Capital

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