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 · Sep 23, 2024 · 36m

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 host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture…