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
Insight
Conrad: VCs Win Deals Through the Firm Brand, Not Personal Brands
“Yes, your hustle does source deals, and you do have to make the call, but ultimately you win these deals often because of the body at work and the reputation of the most important brand, which is not The me brand, but the us brand.”
Tony Conrad Aug 29, 2025 ▶ 3:58 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Aug 29, 2025
Disclosure
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…”
Tony Conrad Aug 29, 2025 ▶ 2:34 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Aug 29, 2025 positive
Assertion Not checkable as stated
Conrad: John Mayer advised Hodinkee and attended board meetings regularly
“You know, we were, he was one of our advisors at Hodinkee. And so he would show up all the time to our Hodinkee. Board stuff and whatnot. He's a great advocate.”
Tony Conrad Aug 29, 2025 ▶ 1:06:28 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Aug 29, 2025 bullish
Prediction Not checkable as stated
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…”
Tony Conrad Aug 29, 2025 ▶ 30:39 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Aug 29, 2025 negative
Disclosure
Conrad: True Ventures refuses to submit data to Forbes Midas List
“We don't do Midas lists. Like we don't, this is back to non-attribution.”
Tony Conrad Aug 29, 2025 ▶ 43:03 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Aug 29, 2025 neutral
Disclosure
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…”
Tony Conrad Aug 29, 2025 ▶ 50:02 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Aug 29, 2025 neutral
Disclosure
Conrad: True Ventures has paused investing in non-AI startups
“Like, I think it's just required us to just say, pause for a second on all things that are non AI, because we're going to have catch up like almost every firm, by the way.”
Tony Conrad Aug 29, 2025 ▶ 50:38 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
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