452. Consumer Headwinds, Whether AI Revenue Will 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

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14d ago 36:51

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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:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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