VC Partner Predicts the Next Billion-Dollar Brand episode artwork

EPISODE · Jul 22, 2026 · 50 MIN

VC Partner Predicts the Next Billion-Dollar Brand

from Future Commerce · host Brian Lange, Alicia Esposito, Natalie Dillon

Maveron partner Natalie Dillon joins Brian and Alicia to challenge the consumer-collapse narrative: sentiment sits at post-9/11 lows while spending breaks records. Natalie sheds light on truths of today’s consumer, who is skeptical but continually shopping amid a cultural undertow where AI adoption stays surprisingly shallow, Gen Z turns skeptical, and analog living re-emerges as status. PLUS: Are cults the new future of commerce?  Your Gen Z Consumer Is Busy Touching Grass Key takeaways: Shoppers reallocated rather than retreated. Stats show fewer purchases that are higher value and more intentional.  AI adoption stays shallow, but health and wellness is the emerging opportunity, especially among consumers aged 35+.  Gen Z, the presumed AI natives, skew most negative, fueling an analog revival. Costco remains the disciplined benchmark for marketing, merchandise, and customer experience. [26:30] "Gen Z spikes the most negative on AI across age groups, which was shocking." — Natalie Dillon [43:09] "I do think some companies still look to Costco…but I think no one has disciplined themselves to the extent that Costco has." — Natalie Dillon Associated Links: Learn more about Maveron Maveron consumer research report "Your Body is a Data Land" (Future Commerce, 2017) Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

Embed this episode

Maveron partner Natalie Dillon joins Brian and Alicia to challenge the consumer-collapse narrative: sentiment sits at post-9/11 lows while spending breaks records. Natalie sheds light on truths of today’s consumer, who is skeptical but continually shopping amid a cultural undertow where AI adoption stays surprisingly shallow, Gen Z turns skeptical, and analog living re-emerges as status. PLUS: Are cults the new future of commerce?

Distinct summary based on available episode metadata or transcript content.

Ready to play

VC Partner Predicts the Next Billion-Dollar Brand

0:00 50:11

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Future Commerce?

This episode is 50 minutes long.

When was this Future Commerce episode published?

This episode was published on July 22, 2026.

Can I download this Future Commerce episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!