Essay
Third edition of The Greats newsletter. Nicole Quinn synthesizes research from Goldman Sachs, Morgan Stanley, PitchBook, a16z, Menlo, Forerunner, Will Ventures, Recursive and USV on the consumer AI opportunity. Includes interview with Jeremy Liew (Lightspeed, Midas list) on 4 things to look for in a consumer deal. Announces Sekai as latest portfolio addition.
Connect Ventures
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AUG 3, 2026