The Khanversation with Imran Khan Jeremy Liew on Consumer VC and AI's Frontier
17 snips
May 30, 2025 
Jeremy Liew, a top consumer venture capitalist and nine-time Midas List investor, shares his journey from the early internet to significant bets on companies like Snap and Giphy. The discussion dives into the transformative role of AI in consumer tech, comparing it to the dawn of the internet. Liew discusses crucial investment strategies, the importance of understanding evolving consumer behaviors, and lessons learned from his two-decade career, including missed opportunities with Zynga and Jet that shaped his view on the changing landscape of venture capital.
AI Snips
Chapters
Transcript
Episode notes
From Consumer Operator To VC
- Jeremy Liew transitioned from consumer internet roles into VC after the 2005 rebound.
- He became one of the first consumer specialists in venture capital.
AI Is The Next Consumer Platform
- AI may be the next mass consumer platform replacing smartphones.
- It creates user behavior changes and new opportunities without incumbent lock-in.
Early Platforms Start Vertically Then Fragment
- New platforms often start vertically integrated and then fragment over time.
- Users demand best-in-class vertical experiences which drives specialization.