Writings
True North: Many take a lot
AI won't be winner take all. It will be many take a lot. Founders are budgeting tokens like salaries, and small teams are building more.
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.
The Importance of Earning Founder Trust
Ashley introduced us to Viswa. Viswa introduced two more. Rohit Sharma on how trust travels through founders, why 70+ have built with True more than once, and the cycle behind the network.
Building Software as Fast as You Can Think
True Partner Mike Montano built a Mac app on a 45-minute flight home. Custom software isn't just for big teams anymore because the math on build vs. buy is shifting.
Go back as an IC
Management is losing value and building is gaining it. Mike Montano on becoming an IC again after running a 3,000-person engineering org at Twitter, and why founders should hire managers, directors and VPs to build.
Connected Stack 2026: What Has to Be Built Next
True Partner Puneet Agarwal reflects on our second annual Connected Stack event exploring the future of enterprise AI and where the real opportunities are.
True North: Give AI a job worth doing
Pick the right problem. Give the product room to change. Stay close enough to the people using it to know whether it helped.
Building AI for human learning: why we invested in Aristotle
Aristotle helps students think through problems instead of handing them answers. Mike Montano on the team building a voice-first AI tutor and why True led its seed round.
The org chart is getting weird: why we invested in TokenCompass
Every team is buying tokens. Nobody can attribute the bill. Mike Montano on why True backed Ian Chan and TokenCompass, the system of record for AI labor.
Wrapping Up Our 2026 True Ventures Fellowship
Julie Walker of True's founder experience team reflects on our 2026 fellowship, a summer built around AI fluency and what eleven fellows shipped inside True companies.
Madeline Minshew Now Partner at True Ventures
Madeline Minshew has been named Partner at True Ventures, where she continues to lead the firm’s founder experience as Head of Platform. She is recognized for her work in AI-native programming and, based on founder feedback, the rapidly accelerating value True continues to create for its founder community.
True North: Your failure data is gold
Your failure data is gold. Keep learning from what didn't work, launch every month, and see what True founders are building.