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Thesis
Commerce
podcast
20
May
,
2026
The 2030 Consumer | EP 7: What Consumers Want in 2030 (And Where We're Investing) ft. 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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