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Joined June 2020
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In our latest newsletter, @nik_quinn interviews legendary VC @jeremysliew, investor in Snapchat, Affirm, GIPHY, The Honest Company, Bonobos... and now @ConnectVentures as an LP. Welcome Jeremy!
Jeremy Liew Q&A ➡️ connectventures.beehiiv.com/…
🧵 Summarizing the latest data on Consumer AI from @GoldmanSachs, @MorganStanley, @PitchBook, @a16z, @MenloVentures, @ForerunnerVC, @WillVentures, @Itamar_Novick and @USV
Connect Ventures retweeted
Last day to apply :)
We just raised a $25M fund. Now we're hiring a Partner at Weekend Fund.
More founders are starting companies and shipping than ever before.
• 3x increase in founders launching on Product Hunt in the last year
• 41% YoY increase in Delaware C-corp formation in H2 2025
• 25% increase in commits on GitHub in 2025, approaching 1B
This creates a champagne problem for us as investors. :)
The role we're hiring for is sourcing-focused, part-time or full-time, and compensated in cash + carry.
We're looking for someone who loves finding exceptional founders before they're obvious, earns founders' trust, and is deeply embedded in tech.
You might be a founder who knows seems to know everyone, an operator who angel invests on the side, a community builder who organizes dinners, or a student deeply involved in startups.
More details and a link to apply below. ↓
Connect Ventures retweeted
Most products fight for 5 minutes of consumer attention. 📱
Sekai customers are spending well over an HOUR/day creating AI apps…. and 15 million apps have been created since they launched 5 months ago.
That's the signal we hunt for at @ConnectVentures. Thrilled to co-lead the Series A with Khosla. The future of joy. 🚀
h/t @kerrymflynn / Axios
Our newsletter, The Greats, interviews extraordinary individuals who have human-career fit and reveals their blueprint for success. In this edition, @ConnectVentures @Nik_Quinn and @mblank interview #CAA Bryan Lourd and Jim Burtson. connectventures.beehiiv.com/…
Connect Ventures retweeted
5/ LPs Need Exposure to Consumer Now.
The power law doesn't care about consensus.
You have a 7-10 year window to capture 90% of the value.
That window is now.
Connect Ventures retweeted
4/ 6 of the Mag 7 launched as Consumer companies.
AAPL.
AMZN.
GOOGL.
META.
MSFT.
TSLA.
Buyers today have leverage in Consumer
•Better entry prices.
•Better terms.
•Less deal competition
Connect Ventures retweeted
3/ VC is governed by the power law and nowhere is this more true than in Consumer.
In Consumer you have:
•Network effects and
•Low marginal costs and
•Winner-take-most dynamics and
•Nearly 5 billion addressable consumers
If you get Consumer right, you get it very right.
Connect Ventures retweeted
2/ Where can you invest today that is out of consensus? AND right?
1/16 of VC dollars go into consumer today (very out of consensus).
But more consumer unicorns were created last year than any time in the past decade (very right).
That's an opportunity.
Connect Ventures retweeted
1/ Our newsletter, The Greats #2 is out on why LPs now need to allocate to Consumer. And interview Bryan Lourd & Jim Burtson on how @CAA became one of entertainment's most powerful agencies.
connectventures.beehiiv.com/…
@ConnectVentures #VC #ConsumerTech #Consumer #TheGreats #CAA
Connect Ventures retweeted
This analysis on VC returns is missing the most important fact.
Yes, VC returns underperformed on a 2, 5 and 10 year view. They outperformed on a 15, 20, 25 and 30 year view. What’s the difference?
Innovation.
We had the internet wave 1993-2001
We had the cloud wave 2006-2014
We had the mobile wave 2007-2014
We had no commercial innovation for a decade so why are we surprised the returns were lower?
We have the AI wave now.
This will be the biggest value creation of any wave in history.
Love you @danprimack but VC didn’t underperform, innovation did. Now it’s back so I would not be underweight venture.
VC returns kinda suck.
Today's newsletter: axios.com/newsletters/axios-…
Connect Ventures retweeted
“Consumer is dead” is the laziest take in tech.
If you believe it, you’ve already missed the next cycle.
Consumer doesn’t die. It reboots with new technology and then you have a 7–10 year window to invest to capture 90% of that value. That window is now, so....
Today we announce our VC fund, Connect Ventures, backing the most exceptional Consumer founders.
Connect Ventures retweeted
10/ We may be entering a cycle where:
Software gets commoditized.
AI infrastructure consolidates.
And Consumer captures the upside.
That’s not consensus yet.
But the rotation has started.
Connect Ventures retweeted
9/ Our view @ConnectVentures
AI increases productivity →
Which increases disposable time →
Which increases consumer spend.
Time is upstream of consumption.
Connect Ventures retweeted
8/ Public investors are also asking:
"If intelligence is abundant, what becomes scarce?"
I can tell you....
Taste.
Attention.
Trust.
Distribution.
Connect Ventures retweeted
7/ Consumer moats aren’t just product features.
They’re:
• Emotional attachment
• Habit
• Identity
• Cultural relevance
• Trust
• Community
Those don’t get replicated in “a matter of moments.”
Connect Ventures retweeted
6/ Meanwhile, Consumer looks different. Why?
Because AI doesn’t replace desire. It amplifies it.
Connect Ventures retweeted
5/ Another investor said:
"SaaS TAMs will shrink. If AI agents replace seats, you don’t expand ARPU — you eliminate users."
Seat-based pricing looks fragile in an agent-based world.
Connect Ventures retweeted
4/ One investor said it plainly:
“Software margins aren’t durable if intelligence is commoditized.”
Let that sink in.