Jon Callaghan

Jon Callaghan, managing partner and co-founder of True Ventures, shares insights from over two decades of seed-stage investing. He emphasizes a founder-first approach, prioritizing high ownership and valuing quiet support over flashy promotion. Callaghan discusses the risks of mega-rounds, pointing out that unique outlier founders often get overlooked. He also explores the transformative potential of AI in consumer applications, predicting a shift towards personalized software and new interfaces, while cautioning against capital-intensive infrastructure risks.

Hannah Seal, a venture capitalist at Index Ventures with a knack for spotting tech gems, and Jon Callaghan, a seasoned AI investor at True Ventures, dive deep into the future of technology. They discuss whether we're in an AI bubble or boom and what sectors like healthcare and robotics might emerge. Hannah emphasizes the need for adaptable founders, while Jon highlights AI's potential in drug discovery. Both guests share insights on job displacement, the UK’s infrastructure challenges, and the balancing act of innovation with human connection.

Join Jon Callaghan, Managing Partner at True Ventures and co-founder of the firm, as he shares his wealth of knowledge in early-stage investing. He discusses spotting founders who create generational companies and emphasizes the significance of empathy and integrity in the data-driven VC world. Jon argues that AI represents a transformational opportunity akin to the internet revolution. He explains how True Ventures evaluates and sources founders while maintaining robust, supportive relationships with them throughout their journeys.