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Thesis
Brands
podcast
20
May
,
2026

The 2030 Consumer | EP 7: What Consumers Want in 2030 (And Where We're Investing) ft. Arjun Vaidya

EXPERT
Arjun Vaidya

The barriers to starting a consumer brand have never been lower. Which means the consumer has never had more options – and standing out has never been harder.

In this episode of The 2030 Consumer, Rahul Chowdhri sits down with Arjun Vaidya, Co-founder of V3 Ventures and former D2C founder, to map out where the real opportunities lie for founders building consumer businesses today.

00:00 - Coming Up

00:54 - Introduction

02:16 - Quick-commerce native brands will emerge

13:50 - Rise of platform brands

21:20 - Celebrity-led brands with strong operator co-founders

32:10 - Brands with supply as a moat

37:39 - Indian brands will go global

44:33 - Innovation-led brands will win

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