I've been wondering when the drought in consumer investing might end
With each new generation, there are new emergent behaviors but core human needs stay the same. The new consumer startups that will win are the ones that can understand how to scratch the same itch in a way that the incumbents can't. I have hope that we'll see one or two startups that can be strong challengers!
Thank you so much for sharing! I'm putting together a research report on CPG and venture, and this is a super helpful perspective to consider.