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VC | E493 | Joe Seager-Dupuy & Mike Martin on Why Consumer AI Is Europe’s Next Breakout Frontier

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Manage episode 488678002 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True Global, a £1B investment firm focused on consumer and retail, to explore how AI transforms how consumer businesses are built, scaled, and experienced.
They unpack why consumer AI is more than a buzzword - it's unlocking entirely new market categories, reshaping broken UX flows, and expanding the definition of addressable markets. From agentic software and hyper-personalized health stacks to defensibility through data, brand, and workflow, this episode offers a deep dive into how to build and invest at the intersection of frontier tech and human behavior.
Here’s what’s covered:
  • 07:27 Exploring Consumer AI Innovations
  • 14:47 Challenges and Opportunities in Consumer AI
  • 20:27 The Path to Agentic Business Models
  • 25:27 Building Optionality in AI Products
  • 26:23 Case Study: Superhuman's Agentic Email System
  • 28:10 The Velocity of AI Announcements
  • 31:10 Defensibility in Consumer AI
  • 39:15 AI's Impact on Consumer Company Operations
  • 43:07 The Disruption of Incumbents by AI Startups
  continue reading

495 episodes

Artwork
iconShare
 
Manage episode 488678002 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True Global, a £1B investment firm focused on consumer and retail, to explore how AI transforms how consumer businesses are built, scaled, and experienced.
They unpack why consumer AI is more than a buzzword - it's unlocking entirely new market categories, reshaping broken UX flows, and expanding the definition of addressable markets. From agentic software and hyper-personalized health stacks to defensibility through data, brand, and workflow, this episode offers a deep dive into how to build and invest at the intersection of frontier tech and human behavior.
Here’s what’s covered:
  • 07:27 Exploring Consumer AI Innovations
  • 14:47 Challenges and Opportunities in Consumer AI
  • 20:27 The Path to Agentic Business Models
  • 25:27 Building Optionality in AI Products
  • 26:23 Case Study: Superhuman's Agentic Email System
  • 28:10 The Velocity of AI Announcements
  • 31:10 Defensibility in Consumer AI
  • 39:15 AI's Impact on Consumer Company Operations
  • 43:07 The Disruption of Incumbents by AI Startups
  continue reading

495 episodes

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