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:

<ul class="wp-block-list">
<li>Consumer Investing and Churn</li>
<li>Customer Acquisition and Data Challenges</li>
<li>AI Investment Framework and Opportunities</li>
<li>AI Infrastructure and Revenue Gap</li>
<li>Google's Agreement with Character.ai</li>
<li>Non-AI Investment Areas and Founder Preferences</li>
</ul>
Guest Links:

<ul class="wp-block-list">
<li><a href="https://www.linkedin.com/in/laura-chau/">Laura’s LinkedIn</a></li>
<li><a href="https://x.com/laurachau?lang=en">Laura’s Twitter/X</a></li>
<li><a href="https://www.linkedin.com/company/canaan-partners/">Canaan’s LinkedIn</a></li>
<li><a href="https://www.canaan.com/">Canaan’s Website</a></li>
</ul>
The hosts of The Full Ratchet are <a href="https://www.linkedin.com/in/nick-moran-a738503/" rel="noreferrer noopener" target="_blank">Nick Moran</a> and <a href="https://www.linkedin.com/in/nate-pierotti-8a7120a8/" rel="noreferrer noopener" target="_blank">Nate Pierotti</a> of <a href="https://www.newstack.com/" rel="noreferrer noopener" target="_blank">New Stack Ventures</a>, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? <a href="https://linktr.ee/tfr_pod" rel="noreferrer noopener" target="_blank">Follow us on social</a>.

You can learn more about New Stack Ventures by visiting our <a href="http://www.linkedin.com/company/new-stack-ventures/" rel="noreferrer noopener" target="_blank">LinkedIn</a> and <a href="https://twitter.com/newstackvc" rel="noreferrer noopener" target="_blank">Twitter</a>.

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Lina Khan

Nick Moran

Nate Pierotti

452. Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda (Laura Chau)

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 [&hellip;]

The Full Ratchet (TFR) Episode #452

452. Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda (Laura Chau)