White Paper

Demographic Revolution:
First Slowly,
Then All at Once

Demographic changes are broad shifts in population over time that materially change user behavior and long-term demand trends. In venture capital, these changes signal emerging market opportunities, shifts in product-market fit, and evolving enterprise dynamics.
Demographic changes reflect changes to the internet user base and are inherently TAM-expansion events. At Cake Ventures, we believe that this intersection is where the next generational companies will be built.
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