This week on StrictlyVC Download, we share a conversation with Chi-Hua Chien, founder of Goodwater Capital, and Elizabeth Weil, founder of Scribble Ventures. They discuss why consumer AI hasn't yet lived up to the hype and what's next. Beyond ChatGPT and Gemini, the world of consumer AI feels sparse. In this conversation, we explore why we're still in the “command line era” of AI, how form factors open up new use cases, and what it means to build AI-native products versus retrofitting existing platforms. We also dive into trust barriers, changing user behavior, and why the next generation of founders need to rethink everything from social networks to home maintenance.

