Lawrence Lundy-Bryan, Cloudberry VC

Arian Ghashghai, Earthling VC

Odin’s research lead Dan Gray takes the conversation online to meet emerging managers and solo GPs from around the world, unpacking their investing journey and thesis. In this episode, Dan sits down with Arian Ghashghai, who founded Earthling VC in 2023 to back weird, fringe, early-stage companies across future computing, robotics, AR/VR, AI, bio, and more. They discuss the challenges of raising in one of the hardest LP markets in memory and why a wonky strategy can be an asset, and debunk some of the myths and incentive structures distorting venture capital today.

Lawrence Lundy-Bryan, Cloudberry VC

Lawrence Lundy-Bryan is the General Partner & Head of Research at Cloudberry VC, Europe’s first dedicated semiconductor VC, launched in 2025. In this episode, he joins Paddy Ryan to discuss chip investing, photonics, and why the next decade may be built in the physical world.