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Why VCs think consumer AI hasn’t lived up to the hype | StrictlyVC Palo Alto | StrictlyVC Palo Alto

Goodwater Capital founder Chi-Hua Chien and Scribble Ventures founder Elizabeth Weil discuss why consumer AI hasn’t lived up to the hype yet and what’s coming next. Beyond ChatGPT and Gemini, the consumer AI landscape feels sparse. In this conversation, they explore why we’re still in the “command line era” of AI, how form factors will…

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Goodwater Capital founder Chi-Hua Chien and Scribble Ventures founder Elizabeth Weil discuss why consumer AI hasn’t lived up to the hype yet and what’s coming next. Beyond ChatGPT and Gemini, the consumer AI landscape feels sparse. In this conversation, they explore why we’re still in the “command line era” of AI, how form factors will unlock new use cases, and what it means to build AI-native products versus retrofitting existing platforms. They also dive into trust barriers, changing user behaviors, and why the next generation of founders needs to rethink everything from social networks to home maintenance.

Together at StrictlyVC Palo Alto, #sponsored by Playground, they make a provocative argument: While everyone piles into enterprise AI, Silicon Valley is completely missing the moment.

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3 Comments

3 Comments

  1. @4kMovieTrailers9

    December 5, 2025 at 2:19 am

    Define AI: Talking Facebook 👀

    Reply

  2. @setoelkahfi

    December 5, 2025 at 3:43 am

    04:03 You think of 2000, you have the first browser.

    That’s when I scrolled down to the related videos.

    Reply

  3. @user-ow3hr2ez2k

    December 6, 2025 at 9:01 am

    the lady has zero idea about consumer ai lol

    Reply

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