深度解析True Ventures如何从Web 2.0时代起步,发展成管理38亿美元、投出8家独角兽的顶级风投,揭秘其AI投资策略与成功秘诀。

我们不需要做世界上每一笔伟大的投资,但如果我们只做伟大的投资,随着时间的推移,我们将持续超越市场表现,为有限合伙人产生可预测的回报。
"Instead of endless scrolling, I just hit play on BeFreed. It saves me so much time."
"I never knew where to start with nonfiction—BeFreed’s book lists turned into podcasts gave me a clear path."
"Perfect balance between learning and entertainment. Finished ‘Thinking, Fast and Slow’ on my commute this week."
"Crazy how much I learned while walking the dog. BeFreed = small habits → big gains."
"Reading used to feel like a chore. Now it’s just part of my lifestyle."
"Feels effortless compared to reading. I’ve finished 6 books this month already."
"BeFreed turned my guilty doomscrolling into something that feels productive and inspiring."
"BeFreed turned my commute into learning time. 20-min podcasts are perfect for finishing books I never had time for."
"BeFreed replaced my podcast queue. Imagine Spotify for books — that’s it. 🙌"
"It is great for me to learn something from the book without reading it."
"The themed book list podcasts help me connect ideas across authors—like a guided audio journey."
"Makes me feel smarter every time before going to work"

Miles: 嘿Blythe,我一直在想一个问题——在硅谷有这么多风投公司的情况下,True Ventures是如何在20年里保持相关性的?
Blythe: 这个问题问得很好!你知道吗,True Ventures其实有一个非常有趣的故事。他们成立于2005年,正好赶上了Web 2.0浪潮,当时创始人Jon Callaghan和Phil Black看到了一个机会——创建一个专门的种子基金来投资那些可以利用API和混搭技术的新公司。
Miles: 所以他们基本上是在正确的时间出现在了正确的地方?
Blythe: 确实如此,但更重要的是他们的投资理念。现在他们管理着超过38亿美元的资金,已经帮助350多家公司启动和扩展业务,创造了超过85000个工作岗位。他们的投资组合包括8家独角兽公司,像Automattic、GitHub、Peloton这样的知名企业。
Miles: 哇,这些数字确实令人印象深刻。那么他们现在专注于什么领域呢?
Blythe: 这就是最有趣的部分了——他们现在全力投入到AI领域,自2015年以来已经进行了80多项AI原生投资。让我们深入了解一下他们是如何从Web 2.0转向AI时代的。