Strategic Investments in Tech and Innovations in Food Industry

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 capital firm committed to investing in founders outside of the Bay Area.

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