
The investment landscape in 2025 is experiencing a resurgence in consumer-focused startups, with several industry experts noting a renewed excitement in this sector. After a prolonged period of stagnation, characterized by a decade-long closure of the consumer startup technology window, recent developments indicate a shift in energy towards consumer investments. Key figures in the industry, including James Currier, have highlighted that many more consumer investments were made in 2024 than anticipated. This revitalization is attributed to various factors, notably the influence of artificial intelligence, which is reshaping how marketplaces operate and enhancing network effects. Investors are actively engaging in new opportunities, with some reporting multiple angel investments focused on consumer businesses within a single week. The overall sentiment reflects optimism about the potential for consumer companies to thrive in this evolving market environment.
Evaluating companies has felt very different in the last twelve months from the prior 11 years because consumer is back. We’re seeing some really interesting consumer companies for the first time in forever https://t.co/KB29kqgzUE
Consumer is back. We did many more consumer investments in 2024, which was a surprise, because the consumer startup technology window had been closed for 11 years. But the energy shifted due to AI. What it takes to win: https://t.co/Z8zj8Zab9c 🧵 w/ resources below
We're seeing great energy around consumer startups right now. There's AI as a wedge, of course, but so many other factors contributing to renewed opportunity. Those + more from my colleague @JamesCurrier : https://t.co/aLqNHuWyTg