Evaluating Investment Opportunities: Insights and Network Effects

In this episode of The Khanversation with Imran Khan, Imran sits down with Jeremy Liew, a leading investor in consumer venture capital and a nine-time Midas List investor. Jeremy recounts his early internet career and his pivotal investments in companies like Snap, Affirm, and Giphy. They explore the state of consumer tech, the rise of AI as a platform, and whether we're at the dawn of another transformative era. Jeremy also opens up about what he got right, what he missed, and the investment principles that guided his two-decade career. The conversation spans valuations, solo VCs, and the evolution of the venture capital industry itself.