Nicole Quinn

Founding Partner @connectventures w CAA. ex GP @ LSVP.
Investor in beehiiv, Calm, Cameo, Character AI, Daybreak, Goop, HAUS, Lightyear, Multiverse, Rothys, Zola

[Nicole Quinn @Nik_Quinn]

“Consumer is dead” is the laziest take in tech.

If you believe it, you’ve already missed the next cycle.

Consumer doesn’t die. It reboots with new technology and then you have a 7–10 year window to invest to capture 90% of that value. That window is now, so....

Today we announce our VC fund, Connect Ventures, backing the most exceptional Consumer founders.

[Nicole Quinn @Nik_Quinn]

@ConnectVentures @jeremysliew Some great thoughts in here about why and where to invest in Consumer AI. Thank you Jeremy!!

[Nicole Quinn @Nik_Quinn]

9/ We believe the single most underweighted allocation in most LP portfolios is dedicated consumer AI exposure. And we're increasingly not alone in saying it.

This edition of our newsletter, we also interview our Connect Ventures advisor, my old Lightspeed partner, my greatest mentor and the Godfather (well, my daughter Sienna’s godfather), the terrific Jeremy Liew.

https://t.co/zwLlxrCTWI
@ConnectVentures #VC #ConsumerTech #Consumer

[Nicole Quinn @Nik_Quinn]

1/ What do GS, MS, USV, Forerunner and Menlo all have in common?

Many different sources (a couple of which are unbiased), all pointing to the same view that Consumer and Prosumer AI is now the place to invest.
🧵Thread Here 👇

[Nicole Quinn @Nik_Quinn]

8/ Longtime B2B investor @ItamarNovick publicly changed his mind and launched a Consumer AI program.
Novick’s thesis: AI has changed the consumer startup equation for early stage investors.

[Nicole Quinn @Nik_Quinn]

Not an investor but love this product!
Trained specifically for kids and personalized to them. Ello democratizes tutors and has an amazing mission behind it.

[Catalin Voss @CatalinVoss]

Everyone's asking what AI can do for their job.

We asked if it could teach a 6-year-old.

Introducing Ello 2.0: reading, math & more for ages 4-9. Free tier for all.

If we want AI to force-multiply humanity, let's start with teaching our youngest.

[Nicole Quinn @Nik_Quinn]

@CatalinVoss Love this product demo. I've signed up to the waitlist and can't wait to get my (nearly) 4 and 6 year old using it daily. Thank you!

[Nicole Quinn @Nik_Quinn]

Honored to do this podcast with Melanie as we talked about the future of Consumer. 💡

[Melanie Uno @melanie_uno]

After a brief hiatus, the ICONS Communities + Podcast is back with one of the most iconic consumer investors, @Nik_Quinn

The celebrity brand whisperer & top consumer VC

Venture Partner at @lightspeedvp, now founder of @ConnectVentures

Her superpower: winning celebrities over and identifying consumer AI unicorns

We break down:
• The 4 hidden signals she looks for in billion-dollar brands
• What actually makes founders win
• How AI is reshaping consumer products
• Motherhood & how it changed her approach

Full episode here
https://t.co/sMJuz3yoNB

[Lucky @lucky_z2]

When your investor gets the thesis better than you could say it yourself 🙏 grateful for @Nik_Quinn and the @ConnectVentures team. The future of joy, let's build it.

[Lucky @lucky_z2]

When Keith Rabois calls Sekai the highest potential consumer AI app since ChatGPT 🙏 grateful for @KhoslaVentures backing the vision.
Join us: https://t.co/OiJBixghGK

[Nicole Quinn @Nik_Quinn]

@lucky_z2 As soon as I met you, Lucky, I knew you were someone exceptional and you are the definition of founder product fit with Sekai.

[Lucky @lucky_z2]

My first company went to Apple. My second, the largest short-video platform in Latin America, went to TikTok. My third is still running as Vietnam's biggest music streaming platform.

I built all three because I could see what was coming before anyone else did.

The vibe coding generation is not watching anymore. They are building. Games. Arts. Memes. Interactive worlds. No code. Just an idea and a phone. 15 million things built on Sekai. 200,000 more today.

We just raised $26M led by @rabois at @KhoslaVentures and @Nik_Quinn at @ConnectVentures (CAA) with Mayfield, A16Z speedrun, A*.

https://t.co/zqArUnPQhK

[Nicole Quinn @Nik_Quinn]

Most products fight for 5 minutes of consumer attention. 📱

Sekai customers are spending well over an HOUR/day creating AI apps…. and 15 million apps have been created since they launched 5 months ago.

That's the signal we hunt for at @ConnectVentures. Thrilled to co-lead the Series A with Khosla. The future of joy. 🚀

h/t @kerrymflynn / Axios

[Katie Roof @Katie_Roof]

Scoop: Oura ring is interviewing banks for an IPO that could happen as soon as this year! @julia_hornstein
https://t.co/iTYZOJky20

[Tyler Denk 🐝 @denk_tweets]

to every founder reading this: just do the offsite

the annual @beehiiv offsite is easily one of the highest ROI things that we do

here’s what 120 of us got up to in San Diego last week:

> state of the union presentation from me
> team meetings to go deep on things that are better IRL
> lots and lots of tacos
> AI hackathon
> surf session, karaoke, padres game, club
> lots of breakthroughs
> some of my all-time favorite company memories

these experiences really do matter

building a counter culture against the usual stuffy corporate HR bullshit where people can genuinely have fun and be themselves is what deepens the relationships we have with each other, and what makes the whole journey more enjoyable

the lift in energy and vibes is always palpable for months after each offsite

I'm so damn proud of the team we've built here 🙏