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