Why this VC thinks 2026 will be ‘the year of the consumer’
January 9, 2026
Investment in consumer tech startups has been in a downturn since 2022, as a turbulent macroeconomic climate and rising inflation have made VCs skittish about consumer spending power. For the past couple of years, most AI investment has focused on winning over enterprise customers, who provide fat checks, multi-year contracts, and quick paths to scale.
But one VC sees the consumer sector gearing…