Our Perspectives

Writings

By Jon CallaghanEveryone

October 15, 2026Jon Callaghan

Scarcity vs. Abundance

Innovation and capital are running on two different clocks. Jon Callaghan on why VC's scarcity view gets an abundant AI market backwards.

October 2, 2025Jon Callaghan

Consensus Never Built the Future

Here we are amidst one of the greatest innovation waves of a lifetime, yet the venture capital industry is operating with a feverish conformity at both ends of the market: seed and growth.

September 22, 2025Jon Callaghan

The Vintage of a Lifetime: Recapping the Inaugural Connected Stack of Enterprise AI

On September 10, the air in San Francisco was electric. A carefully curated group of the brightest minds in Enterprise AI—Founders, builders, investors, and buyers from the Fortune 1000—gathered to actively build the future. This was Connected Stack, and it was an honor for us at True Ventures to help coalesce this landmark gathering with our 20 other VC co-hosts.

August 25, 2025Jon Callaghan

The Tragedy of the Common: How AI Will Restore Value to Startup Equity

AI won’t just save venture with another epic vintage; it will redistribute value to the entire startup economy.

December 15, 2023Jon Callaghan and Phil Black

2023 at True: Our Year in Review

AI investments, 56 founders newly backed by True, 17 years of True Founder Camp, and more – our team reflects on the past year and looks ahead at what's next.

December 19, 2022Jon Callaghan and Phil Black

2022 at True: Year in Review

The True Ventures team shares founder highlights, from the year's acquisitions to community gatherings that kept founders connected and supported as they grow their teams and companies.

December 27, 2021Jon Callaghan and Phil Black

2021 at True: Our Year in Review

Celebrating three IPOs, multiple acquisitions, and $139 million invested in 50 new companies and endeavors, the True Ventures team looks back at 2021 – and pictures what’s to come.

October 13, 2021Jon Callaghan and Phil Black

True Ventures Welcomes Crypto Industry Veteran and Public Policy Expert Gus Coldebella to the Team

True Ventures welcomes Gus Coldebella to the firm. Coldebella is focused on global public policy and regulation, with a special emphasis on digital assets and other emerging technologies.

May 12, 2021Jon Callaghan and Phil Black

Fiona O’Donnell McCarthy Joins True’s Investment Team

True Ventures welcomes its new principal, product leader Fiona O'Donnell McCarthy, to its investment team.

March 24, 2021Jon Callaghan and Phil Black

Ariel Winton Joins True’s Investment Team

Software investor Ariel Winton joins the True Ventures team as principal.

March 4, 2021Jon Callaghan and Phil Black

Dave Balter Joins True’s Investment Team

True Ventures welcomes serial entrepreneur and crypto analytics expert Dave Balter to its growing team of investors, advisors, and specialists.

March 4, 2021Jon Callaghan and Phil Black

True Welcomes Bryan Mason as Vice President and Head of Network

Entrepreneur and operational leader Bryan Mason joined True Ventures first as a special advisor in 2020 and now as the firm’s VP and Head of Network.

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