• 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

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)

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  • 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.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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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.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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