E473 | Marcus Behrendt, BMW iVentures: Hedging the Future of Mobility, One Strategic Bet at a Time
EUVC · EUVC
May 21, 202549m 23s
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Show Notes
, Managing Partner at
, joins
and
to explore how corporate venture capital can drive transformation in Europe’s most iconic industries. From autonomy to AI and natural-fiber composites, the episode dives deep into how BMW’s venture arm scans, invests, and hedges across global markets while staying rooted in strategy and sustainability.
🎧 Here’s what’s covered:
- 04:11 Investment Focus: From Smart Supply Chains to Sustainability
- 09:56 The Auto Industry in Flux: Disruption, Legacy & Tesla’s Vertical Model
- 14:31 Integration vs. Modularity: What Will Define the Next Automotive Leaders
- 17:01 Avoiding the Kodak Trap: Why Culture Eats Strategy in Corporate Innovation
- 25:56 Leveraging the Core: Staying Close to BMW’s Strategic Heartbeat
- 28:04 Natural Fibers & Rare Earths: Investing for CO2 Impact and Supply Chain Resilience
- 34:42 Scaling Autonomy in the Real World: From Car Plants to Ports
- 37:33 Europe's Structural Weakness: Legal Complexity and Inconsistent ESOPs
- 44:11 Pensions, Politics & the Case for Venture Policy Engagement
- 47:04 Why BMW iVentures Remains a Single-LP Fund—and Proud of It