consumers

also referred to as: consumer

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →

Everything said about consumers, oldest first

Feb 24, 2026
Insight
Sundheim: Companies rarely succeed pursuing multiple end markets simultaneously
“I rarely have seen any company succeed trying to do, go after Multiple end markets at the same time. You know, it's usually you have an A team. An A team is focused on one thing. Your culture as a company is oriented towards either consumer or enterprise.”
Dan Sundheim Feb 24, 2026 ▶ 18:38 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Feb 24, 2026 neutral
Assertion Not checkable as stated
Sundheim: Anthropic Pivoted to Enterprise After Failing to Gain Consumer Traction
“Anthropa took a different approach and just said, we are going to focus on enterprise. They tried consumer early on, but it became clear they didn't have traction, so then they just went all in the enterprise.”
Dan Sundheim Feb 24, 2026 ▶ 20:24 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Aug 18, 2026 negative
Insight
Thompson: Consumers refuse to pay for software and ignore productivity
“Consumers don't want to pay. So there's two things to understand about consumers that Silicon Valley has to relearn about every 10 years. Number one, consumers do not want to pay for software. And number two, consumers do not care about being productive.”
Ben Thompson Aug 18, 2026 ▶ 26:44 What Happens When the AI Boom Runs Out of Money · Invest Like The Best
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