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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)
- 2024/09/23
- 再生時間: 37 分
- ポッドキャスト
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サマリー
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あらすじ・解説
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:
- Laura’s LinkedIn
- Laura’s Twitter/X
- Canaan’s LinkedIn
- Canaan’s Website
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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