In this episode,

is joined by

and

, General Partners at

, 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

E493 | Joe Seager-Dupuy & Mike Martin, True Global: Why Consumer AI Is Europe’s Next Breakout Frontier