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.
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I Stepped Back From Investing
- Jeremy Liew stopped making investments at Lightspeed in 2021 and now observes the market.
- He watches AI developments closely as a curious observer, not an investor.
Two Big Theses For Foundation Models
- Investors back foundation models hoping one model dominates or accelerates itself.
- Another thesis is national champions driven by regional trust and regulation.
Look To The Horizon, Not Just Risks
- Evaluate early-stage startups by imagining their upside, not only failure modes.
- Successful picks must be very right when they win to offset many losses.