The return of the Consumer Gold Rush? What Chi-Hua Chien is betting on next
In this episode, Connie and Alex talk with Goodwater Capital co-founder Chi-Hua Chien, whose career spans some of Silicon Valley’s biggest technology shifts, from helping source Accel’s investment in Facebook as a young associate to backing a new generation of consumer and AI startups. While much of the venture world is focused on models, chips, and infrastructure, Chi-Hua argues that history suggests the biggest long-term winners of the AI era may be the application companies built on top of them.
They talk about why AI startups are reaching unprecedented revenue levels with remarkably small…
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