Han Shen, founding partner at iFly.vc, shares his contrarian investment approach focusing on the U.S. market. He emphasizes the role of customer insights in investment decisions and highlights the crucial shift in consumer trends, notably among Gen Z. The conversation dives into navigating investments influenced by political landscapes and how to identify promising opportunities in a competitive market, including a deep look at online grocery models tailored for ethnic minorities. Shen's insights offer a unique lens on spotting trends before they become mainstream.