// PERSON
Dan Gray
ROLE WRITER/ANALYSTAT THE ODIN TIMESMENTIONS 2LAST SEEN SEPTEMBER 23, 2026
// BIO
Dan Gray is a writer and researcher specializing in venture capital and private markets. He serves as Research Lead at Odin, a platform for fund managers to start and run venture capital firms, and writes the newsletter Credistick. He is best known for his in-depth analysis of venture capital dynamics, including arguments that venture firms suffer diseconomies of scale and that emerging managers are systematically underfunded despite delivering stronger returns.
Discussed in
// RECENT MENTIONS
// SIGNALS
2 SIGNALS
01
mention·Data Driven VC·SEPTEMBER 23, 2026
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mention·Data Driven VC·JULY 14, 2026
“Dan Gray at The Odin Times argues venture firms suffer diseconomies of scale much like operating companies, and that raising bigger funds works against the mechanics of good investing.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.