In today’s episode, Andreas talks with
Oliver Holle, Co-Founder and Managing Partner at
Speedinvest, and
Ekaterina Almasque, General Partner at
OpenOcean, to unpack the current landscape of AI investing.
Speedinvest, a €500M generalist fund, and OpenOcean, a €150M fund specializing in AI and deep tech, offer contrasting yet complementary perspectives on how VCs are navigating the rapid advancements in artificial intelligence.
Together, we explore:
- How SpeedInvest and OpenOcean approach AI investments and the strategic decisions behind focusing on specific layers of the AI stack.
- The rise of AI agents and how this next wave of AI innovation shapes investment strategies.
- Risk and opportunity in AI investing, particularly in foundational models versus applications and infrastructure.
- Key AI disruption sectors include healthcare, enterprise solutions, and content creation.
- Why VCs need to rethink traditional investment models when approaching AI startups.
Go to eu.vc for our core learnings and the full video interview 👀
