Jeff Morris Jr., founder of Chapter One, and Henry McNamara (@henrylmcnamara) of Great Oaks VC join Erik on this episode.

They discuss:

- The reasons for the change in the D2C market and why companies that were part of “D2C 1.0” would have a hard time scaling today.

- Which spaces they’re excited about and where they’ve been investing.

- Trends and possibilities in consumer social.

- Industries where they see opportunities, including in CBD and consumer fintech.

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