<p><a href="https://x.com/kirstenagreen" target="_blank" rel="ugc noopener noreferrer">Kirsten Green</a>, founder of Forerunner Ventures and 8-time Midas List investor, sees the next wave of breakout brands emerging at the intersection of shifting consumer behavior, novel business models, and technological inflection points.</p><p><br /></p><p>In this conversation with <a href="https://x.com/rsanghvi" target="_blank" rel="ugc noopener noreferrer">Ruchi Sanghvi</a>, she unpacks the investment frameworks behind early bets on companies like Warby Parker and Glossier—breaking down structural shifts that fueled their scale. They explore:</p><p><br /></p><p>• AI’s role in reshaping consumer distribution and brand-building</p><p>• the enduring mechanics of advertising and its evolution across platforms</p><p>• the biggest misconceptions about early-stage consumer investing</p><p>• what defines the next generation of category-defining brands</p><p><br /></p><p>Connect with us here:</p><p><br /></p><p>1. Kirsten Green – <a href="https://x.com/kirstenagreen" target="_blank" rel="ugc noopener noreferrer">https://x.com/kirstenagreen</a></p><p><br /></p><p>2. Ruchi Sanghvi – <a href="https://x.com/rsanghvi" target="_blank" rel="ugc noopener noreferrer">https://x.com/rsanghvi</a></p><p><br /></p><p>3. South Park Commons – <a href="https://x.com/southpkcommons" target="_blank" rel="ugc noopener noreferrer">https://x.com/southpkcommons</a></p><p><br /></p><p>This episode was produced and distributed by our friends at Atomik Growth: <a href="https://atomikgrowth.com/" target="_blank" rel="ugc noopener noreferrer">https://atomikgrowth.com/</a></p><p><br /></p><p>00:00 Trailer</p><p>00:56 Introduction</p><p>02:25 Humble beginnings</p><p>05:12 Vague misconceptions</p><p>07:44 Consumer AI direction</p><p>11:43 How to win in consumer AI</p><p>18:32 Where is distribution now</p><p>22:49 "What caught your attention?"</p><p>24:45 The problems and the solution</p><p>27:35 Consumer traction and engagement</p><p>30:50 Giving venture the finger?</p><p>34:06 Counterintuitive Traits of Founders</p><p>37:03 Effective channels and connections</p><p>39:53 Business of saying no</p><p>41:49 Agents</p><p>43:04 Search experience</p><p>44:09 Education and healthcare economy</p><p>46:36 Physical personalization</p><p>48:31 Healthcare and social</p><p>51:55 Key roles</p><p>54:51 Outro</p>
