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The Odin Times

Patrick Ryan, An Rón, Dan Gray, Mike Annunziata
Tens of paid subscribers

A newsletter about venture capital, tech, economics and more

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues165Founded6 years agoLast Issue6 days ago
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Latest Issues

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

Mike Annunziata spent most of a decade on the LP side before writing venture cheques of his own. He began at the Soros family office as the note-taker in its private equity pipeline meetings before moving on to the Cornell endowment, where...

6 days ago
3
3

The Top 50 Venture Capital Firms

Two months ago we wrote about the difficulty of ranking venture capital firms.

Essentially, without granular cashflow data from every LP, there’s really no way to accurately measure VC performance on the only truly accurate measure: DPI (p...

13 days ago
19
9

Unpolished Signals Matter More Now | Yohei Nakajima, Untapped Capital

Yohei Nakajima came to venture as a builder. He has made tools as a hobby since high school without ever holding an engineering job, and he began sharing them during COVID. A lot of no-code deal flow followed, then Web3 deal flow after he s...

20 days ago
5

The Importance of Playing to Win

“The results of this study suggest that an individual who exhibits a high level of entrepreneurial orientation has an enhanced opportunity recognition capability when the intensity of playing video games is also high.”

Let the games...

a month ago
14
1

From OpenAI Employee to Venture Capitalist | Jenny Xiao, Leonis Capital

Jenny Xiao came to venture from research. Following a PhD at Columbia, she landed an early seat at OpenAI during the run-up to ChatGPT, and had a front-row view of a venture industry that, in her telling, was still funding NFTs while the ac...

a month ago
6

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Authors

The writers behind this newsletter.

  • Patrick Ryan

    I'm one of the cofounders of Odin. We let anyone, anywhere launch & run their VC firm on their phone. I like writing about technology, history, politics, philosophy and economics.

  • An Rón

    Reflections, imagery and sounds from the watery deep

  • Dan Gray

    The Science of Venture Capital. Research lead at Odin.

  • Mike Annunziata

    Co-Founder + Managing Partner @ Also Capital

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