The AI cycle is moving fast. We're building, experimenting, and shipping. This edition of True North covers: • Handshake AI scaling 0 to $1B ARR this year alone •Why $200–$300 per dev per day in token spend might be a feature, not a bug • Software Factories are the future - no human writing or reviewing code • Why SaaS isn’t dead but it is being completely rebuilt • And Wabi Sabi. In an AI-saturated world, human imperfection becomes even more important than ever. If you’re building, investing, or re-architecting in real time — this one’s worth your attention. Read the latest True North from True Ventures: http:/trueventures.ai