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 👀