Consumer

By Ishan Sinha A question I hear over and over in venture circles right now: is AI ushering in a real transformation? Or are we repeating the telecom bubble of the 1990s? This summer, I picked up John...

By Ben Shor Over the past few years, we’ve observed consumer health evolve from a niche category into something that feels fundamental. It’s no longer just “wellness” on the fringe—it’s a $6.3 trillion global...

By Ishan Sinha I encounter a surprising number of AI media startups that offer tools whose use I cannot intuit; whose features make me wonder, “Who would actually want to do this?” And whose models seem to have...

By Ben Shor We believe the anxieties of modern parenting are powerful and pervasive. Parents today spend twice as much time with their children as 50 years ago and 4 in 10 describe themselves as “overprotective.” Many...

By Gaelen Hendrickson, Avi Gandhi and Ishan Sinha. Pre-internet learning was a largely formal affair. Beyond primary and secondary education, people typically learned new skills through apprenticeships, trade schools, and company programs, while upskilling usually involved going...

By Ishan Sinha Is consumer investing dead? A one-way street? We don’t think so. We believe that right now is the greatest opportunity for groundbreaking companies to be built since the advent of smartphones – here’s why. The Early...

We are thrilled to announce the official launch of Point72 Ventures’ Consumer and Media investment strategy. With evolving consumer trends reshaping the industry, we believe the time is right for a dedicated approach to investing in the next frontier...