E399 | Oliver Holle (Speedinvest) & Ekaterina Almasque (OpenOcean): How to identify the next AI investment sweet spot
EUVC · EUVC
January 15, 202547m 46s
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Show Notes
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:
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.