Is The phone is dead. Long live . . . what exactly? Actually Worth the Investment?
What Is This About?
Overview
True Ventures co-founder Jon Callaghan doesn’t think we’ll be using smartphones the way we do now in five years — and maybe not at all in 10 For a venture capitalist whose firm has had some big winners over its two decades – from consumer brands like Fitbit, Ring, and Peloton, to enterprise software makers HashiCorp and Duo Security – that’s more than armchair theorizing; it’s a thesis on which True Ventures is actively betting True hasn’t gotten this far by following the crowd
Why This Matters
The Bay Area firm has largely operated under the radar despite managing roughly $6 billion across 12 core seed funds and four “select,” opportunity-style funds that it has used to pour more capital into portfolio companies that are gaining momentum While other VCs have grown more promotional – building personal brands on social media and podcasts to attract founders and deal flow – True has gone in the opposite direction, quietly cultivating a tight network of repeat founders The strategy seems to be working: according to Callaghan, the firm boasts 63 exits with gains and seven IPOs amid a portfolio of some 300 companies assembled over its 20-year history
Key Insights
Three of True’s four recent exits in the fourth quarter of 2025 involved repeat founders who came back to work with the firm again after previous successes, says Callaghan
Still, it’s Callaghan’s thinking about the future of human-computer interaction that really stands out in a sea of AI hype and mega-rounds
Industry Impact
This development is expected to influence the technology industry, highlighting ongoing changes in innovation, competition, and adoption.
Final Thoughts
As the technology landscape continues to evolve, stories like this demonstrate why staying informed is increasingly important.
Why This Matters Right Now
This issue is becoming increasingly important as cost, risk, and long-term impact are drawing attention from businesses and users alike.
Real-World Impact
In real-world scenarios, this development could influence decision-making, technology adoption, and competitive positioning.
Risks and Limitations
Despite its potential, there are concerns related to scalability, security, regulatory challenges, and hidden costs.
Final Thoughts
Understanding this topic early can help readers make informed decisions and prepare for what comes next.
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