Welcome to The Consumer VC, a newsletter about venture capital and consumer startups delivered straight to your inbox. If you aren’t subscribed, come and subscribe below.
🎧 You can also listen to this episode on Spotify, Apple Podcasts, and other podcast players.
Hey Friends,
Our guest today is Sumi Das, who is a Partner at CapitalG. CapitalG is Alphabet’s independent growth fund. Some of their investments include Airbnb, Lyft, and Duolingo.
We discuss:
CapitalG’s relationship to Google, Google Ventures, and the advantages of a single LP structure
Differences when investing in companies serving emerging markets vs. United States
The two big consumer opportunities within consumer tech
When growth investing begins
What technology is transferable to different markets
I hope you enjoy.
Share this post