Blog / Undergrads Should Build More Consumer Businesses
Article

Undergrads Should Build More Consumer Businesses

July 13, 2026 · By Rob Blaine

Editorial illustration of a smartphone with hearts, chat bubbles, star ratings and app icons radiating outward, representing viral consumer adoption

Almost every sharp undergrad I meet is building B2B. Not because they're dying to sell to lawyers, or banks, or hospitals, but because that's the path everyone points them to. The contracts are bigger, the buyers don't churn on a whim, and enterprise gets called the serious, defensible move. All of that is fair. But most undergrads default straight into it without ever giving consumer a real look, and I think that's a mistake.

And here's the thing: consumer really is the harder, riskier game. That part is true. Which is exactly why, on paper, it only makes sense for two kinds of people: seasoned B2C veterans who know how to beat the odds, and people too young to know better. If you're an undergrad, you're the second kind, and that's the whole opportunity. And when it works, the payoff is enormous. A consumer hit reaches tens of millions of people and can become a company worth billions, fast.

Start with what you're signing up for on the enterprise path. When you sell into an industry you've never worked in, you're pitching people who know their own jobs far better than you do. You're guessing at their pain points, and somewhere out there is a founder who spent ten years in that world and feels those pain points in their sleep, building the exact same thing you are. They'll beat you on the details that close the deal. You can go embed yourself in a field and learn it, and some people pull that off, but you're starting a lap behind in a race that's already full of insiders.

Consumer flips that. There, your inexperience is the advantage. The best consumer companies come from someone who looks at the way things work and just refuses to accept it. Facebook was a Harvard sophomore building for the people down the hall, and it started almost by accident. That's not a fluke, it's the pattern. Nobody has trained you yet on what's supposed to be impossible, so you can reimagine a whole category from scratch. The same naivety that gets you eaten alive in an enterprise sale is what lets you see a completely different version of the world.

And you get to watch it happen. Consumer is one of the few places you can change how people actually live and feel the effect directly, instead of watching it disappear three layers deep into someone else's procurement process.

The biggest AI winners are consumer

Consumer stopped meaning toys a long time ago. The biggest AI companies of the last few years didn't win by selling to CTOs. Cursor and Windsurf in coding, Midjourney in images, Suno in music, Perplexity and ChatGPT in search and chat. Every one of them got so good that individual people adopted it on their own and pulled it into their work. One person tries it, loves it, and tells everyone.

People call it prosumer, but it's really just consumer taste pointed at serious tools. The bar is that a single human picks it on their own and can't shut up about it. That's the exact muscle you have and the enterprise-sales crowd doesn't.

And the people pulling this off are often barely older than you. The two coding tools I just named, Cursor and Windsurf, both came out of MIT. Cal AI, the app that logs your meals from a photo, was built by two high schoolers and grew to around $30 million a year before selling to MyFitnessPal.

None of this is new. Snapchat started as a Stanford class project. Figma came from a Brown dropout. WHOOP began with a Harvard senior writing a paper about measuring the body, and it's now worth around $10 billion. The pattern keeps holding: young people who live inside a problem end up building the product that owns it.

Editorial illustration of ripples spreading outward from a small source, carrying hearts, stars and app icons, representing a trend starting small and spreading

You live inside the zeitgeist

You've also got something the veterans are quietly trying to buy their way into: you're plugged straight into the culture you'd be building for. Consumer taste starts with people your age. What 21-year-olds think is cool today is what everyone's using in three years, or it's dead by then. It moves up from your dorm to the 30- and 40-somethings, not the other way around.

You feel the shift before it shows up in anyone's data. You know how things actually spread, and you either are or you know the people who set the taste. Older founders have to study it from the outside, usually a beat too late. You wake up inside it, and that instinct is worth more than almost any technical skill in consumer.

The hard part is the whole point

None of this makes consumer easy. It's fickle, it's hits-driven, and distribution will punish you. But that difficulty is the moat. It's what keeps the field clear of everyone with something to lose. The feel you have for what's about to catch on is exactly what the veterans spend years and a lot of money trying to rebuild. You get it for free right now, so use it while you've got it.

So I'm not saying B2B is wrong. If you've actually lived a problem, go solve it. I'm saying be honest with yourself about why you're choosing enterprise. If it's because it feels safer, that's usually a sign you're walking away from your real edge. You've got fresh eyes, native distribution, and nothing to unlearn. If you're sitting on a consumer idea you keep telling yourself is too risky, that's the one I want to hear about. Come build it with us at TNT.