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Podcast: StrictlyVC Download
Episode: True Ventures' contrarian playbook: High ownership, low noise
Description: This week on StrictlyVC Download, Connie Loizos and Alex Gove talk with Jon Callaghan, managing partner at True Ventures. Callaghan has spent two decades building True Ventures into one of Silicon Valley's most successful seed-stage firms, managing nearly $4 billion across 12 funds while staying deliberately quiet in an increasingly loud venture landscape. In this conversation, Callaghan unpacks why True prioritizes founders over headlines, how the firm maintains remarkably high ownership in portfolio companies despite the bubbly market, and why duration is a feature, not a bug, of early-stage investing. Jon also shares his contrarian views on the AI wave, explains why mega-ro...