True Ventures
7 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Aug 29, 2025 by Tony Conrad · across every show →
Everything said about True Ventures, oldest first
Aug 29, 2025
Aug 29, 2025
Conrad: True Ventures Strives to Be a Non-Attribution Firm
“We're definitely, we strive to be a non-attribution firm. Although everybody in internally certainly knows who does the deals and who's working on deals and founders definitely have a dedicated person, but We have a tendency just to think that, you know, one s…”
Aug 29, 2025 positive
Aug 29, 2025 bullish
Tony Conrad: True Ventures Portfolio Company Will Hit $150M AI ARR
“We have one portfolio company that, and these are real numbers, not venture numbers... It's already unicorn status valuation that opened a new in December had zero revenue around this new product line. And this year ends at minimum one 50 AR are on that busine…”
Aug 29, 2025 negative
Aug 29, 2025 neutral
Conrad: True Ventures will not invest in AI infrastructure layer
“And so I just think for us as a firm where we're not going to invest in the kind of the infrastructure, you know, kind of layer per se, right? That's just not, you know, the, those checks were already just way still beyond. That's what we talked about. Fifty m…”