Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing

Is AI the Sole Future of Consumer Tech, What's Missing in Social & Will Glasses Be The Consumer Platform with Bryan Kim, Partner at Andreessen Horowitz


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Hey friends,

In today’s episode, I’m thrilled to chat with Bryan Kim, Partner at Andreessen Horowitz. Andreesen Horowitz is one of the largest venture capital firms in the world. Bryan is on the board at BeReal, Partiful, and Snackpass. He is also a board observer at Captions and ElevenLabs.

We discuss:

* How working on Alibaba’s IPO led him to a career in tech

* How he got a job at Snap and Snap’s approach to adding new features

* Does emerging consumer tech have to have an AI component?

* The lost opportunity in social

* Will glasses be the next form factor after the smartphone?

* What will generate the most returns in AI – hardware/chips, apps, or foundational layers?

* Approach to investing in prosumer companies

* Common mistakes when scaling consumer tech companies

* One contrarian belief he has about consumer tech & more



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Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage InvestingBy Mike Gelb