Zynga Founder: Consumer Is Not Investible Right Now - Thats Why You Should Build It
AI and agents make consumer products buildable now even though consumer is not investible, says Zynga's Pincus.
“Even though consumer is arguably not investable right now, the opportunity has never been greater to offer people a new, you know, internet treasure, reinvent some service that we thought was over or just generic, but it's enabled now because of AI and agents.”
Zynga founder Mark Pincus argues that while consumer startups are currently out of favor with investors, AI and agents create an unprecedented opportunity to reinvent consumer products and services. The framing is a contrarian build-now signal for founders, but it's high-level commentary rather than a concrete announcement or data point.