consumer internet
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jan 22, 2015 by Ifty Ahmed · across every show →
Everything said about consumer internet, oldest first
Jan 22, 2015
May 9, 2016 bullish
Charles Hudson: Smartphone Hardware Upgrades Create Consumer Opportunities Every Few Years
“I just think consumer internet usage patterns are just not stable, and every three to five years, there's an opportunity, largely because of hardware improvements on smartphones, to rethink many core experiences on the phone.”
Jan 8, 2018 bullish
Hans Tung: Globalization of consumer mobile internet is the decade's biggest trend
“Over the next 10 years, between 2013 and 20 23, globalization of mobile internet, especially for consumer companies, Will be the most important trend I will ever bet on in my career, and hence, because I have a more global view, I am still extremely bullish on…”
Aug 3, 2020 negative
VC Industry Suffers From Severe Herd Mentality in Consumer Internet
“The venture industry has an abundance of herd mentality investors in what I call the crack of.com investing consumer internet enterprise software, where everyone has the same strategy and they don't seem to scratch their heads that they all have the same strat…”