452. Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda (Laura Chau)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

محتوای ارائه شده توسط Nick Moran and Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Nick Moran and Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

4d ago 36:51

MP3•خانه قسمت

Laura Chau of Canaan joins Nick to discuss Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda. In this episode we cover:

Consumer Investing and Churn
Customer Acquisition and Data Challenges
AI Investment Framework and Opportunities
AI Infrastructure and Revenue Gap
Google's Agreement with Character.ai
Non-AI Investment Areas and Founder Preferences

Guest Links:

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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