Thesis

The next wave of AI is consumer.

As the generative-AI cycle matures, the easy enterprise trade is largely priced in. We believe the next leg of AI value creation will be in consumer.

Consumers don’t buy AI. They buy better products.

01AI-Enabled Product Experiences

AI is the experience, not a feature.

Companies whose product is fundamentally 10× better because of AI. Products that simply could not have existed two years ago.

FenoA professional clean and a personalized oral-health report in 20 seconds.10BeautyA salon-quality manicure in 17 minutes, via computer-vision robotics.Magic StoryA multi-agent “Automated Hollywood” for personalized children’s media.

02AI-Leveraged Operators

AI as an unfair advantage.

Consumer-product teams using AI across GTM, creative, and ops, compressing years of burn into months of disciplined execution.

Jacob BarAI-leveraged GTM and creative built for capital-efficient growth.GatoLean, AI-native operations driving disciplined, profitable growth.SipMargsAI-amplified marketing and creative behind a breakout RTD brand.