Venture’s Haves and Have-Nots with Dan Gray

Dan Gray is a prolific thinker, writer and researcher in the VC world, who describes himself as best known for “long walls of text on Twitter about the venture industry.” Now the Research Lead at Odin, he sits down with Nick Chirls, Partner at Asylum Ventures, and Beezer Clarkson, Partner at Sapphire Partners, to discuss the bifurcation of VC, the different types of risk in venture, and the role geography plays in investing. He also unpacks a survey he recently conducted that dives deep into how early-stage VC is faring in a challenging year. Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners Learn more about OpenLP: openlp.vc Learn more about Asylum Ventures: asylum.vc Learn more about Odin: joinodin.com Read Dan’s Writing on VC: credistick.com Read the Results of Dan’s Survey: credistick.com/lp-2025 For a monthly roundup of the latest venture insights, including the newest Origins episodes,

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Venture’s Haves and Have-Nots with Dan Gray is an episode from Origins - A podcast about Limited Partners, created by Notation Capital by OpenLP from Sapphire Partners.

This episode is 00:45:06 long.

This episode was published on Feb 10, 2026.

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