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#52 Gutter Capital · Letters · Ref — Robin Capital
GUTTER

Letters, Writing & Conversations

A fund that writes.

Quarterly letters to our partners, essays on the markets we invest in — housing, affordability, the age of AI — and conversations with the founders building companies of consequence. Everything we’ve published, in one place.

Twenty-two dispatches · 2021–2026

2026
Jun 18, 2026 Meet Elbow Grease, New York’s Scrappiest, Most Promising Startup Accelerator Upstarts↗ Jan 14, 2026 Investing In Startups: Gritty Founders, Weird Markets and Vertical AI Dan Teran · Podcast Spotify↗
2025
Nov 18, 2025 52 Emerging Investors in Entrepreneur Magazine Entrepreneur↗ Oct 15, 2025 Introducing Elbow Grease! Dan Teran · Essay Medium↗ May 12, 2025 Business Insider Seed 100: Best Early-Stage Investors of 2025 Dan Teran Business Insider↗
2024
Sep 9, 2024 One Thing You Wish People Better Understood About Venture Capital Dan Teran · Guest feature Hunter Walk↗ May 8, 2024 Richard Hughes on The Value Add Podcast Richard Hughes · Podcast Spotify↗ May 6, 2024 Business Insider Seed 100: Best Early-Stage Investors of 2024 Dan Teran Business Insider↗
2023
Sep 12, 2023 Dan Teran on Venture Voices with Richard Kerby Dan Teran · Podcast Spotify↗ Sep 12, 2023 An Exceptional Parrot: Investing in the Age of AI Wizardry James Gettinger · Essay Medium↗ Aug 24, 2023 2023 Quarter Two Limited Partner Letter Gutter Capital · LP letter Medium↗ Jun 8, 2023 The Recession That Never Came James Gettinger · Essay Medium↗ May 23, 2023 Business Insider Seed 100: Best Early-Stage Investors of 2023 Dan Teran Business Insider↗ May 16, 2023 Gutter Capital Infinity Fund featured in Fast Company Fast Company↗ Mar 30, 2023 Dealmakers: Selling His Company to WeWork for $220 Million — and Now Raising $25 Million Dan Teran · Podcast Spotify↗
2022
Nov 30, 2022 Rates are No Match for the Housing Crisis James Gettinger · Essay Medium↗ Sep 28, 2022 On Gambling and Investing James Gettinger · Essay Medium↗ Jul 21, 2022 Getting Back in the Kitchen Richard Hughes · Essay Medium↗ May 24, 2022 Okay Computer: A Conversation with Dan Teran & Ryan Denehy Podcast Spotify↗ May 16, 2022 Things You Won’t Regret: A Letter to Our Founders Dan Teran · Letter Medium↗ Apr 13, 2022 Okay Computer: A Conversation with Dan Teran Dan Teran · Podcast Spotify↗
2021
Oct 1, 2021 Gutter Capital Fund I Investment Memo Memo DocSend↗