
In this episode, Mike Gell interviews Joe Seager, partner at True, to explore how the firm’s vertically integrated, multi‑stage model gives consumer‑focused founders a distinct advantage and how Europe’s fragmented venture ecosystem—shaped by Brexit and emerging Nordic hubs—affects capital flows. Seager shares insider stories from working with Richard Branson, outlines the categories still attractive to investors, and explains how AI will augment rather than replace consumer brands. The conversation blends personal anecdotes with strategic analysis, offering a roadmap for founders and investors navigating the evolving consumer‑tech landscape.
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