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Is the era of pure B2B SaaS dominance coming to an end? Discover why top investors are shifting focus toward hardware as the ultimate defensive moat in the age of AI.
The venture capital landscape is undergoing a significant correction as interest rates fluctuate and market saturation hits software sectors. Hayden Smith, Head of Debt at Mountside Ventures, joins hosts Thomas Viguier and Markus Perkumas to break down the exploding demand for non-dilutive capital. They analyze the macroeconomic tailwinds favoring debt financing and explain why "hybrid hardware" is becoming the most defensible asset class for the coming year.
π The increasing momentum and quality of Venture Debt opportunities.
π How falling interest rates will create positive tailwinds for borrowing.
π€ Why AI differentiation is forcing VCs to look at Hardware again.
π The strategic shift away from B2B SaaS saturation.
About the Guest:Hayden Smith is the Head of Debt at Mountside Ventures, leading the charge in connecting high-growth startups with optimal non-dilutive capital and debt financing solutions.
About Aulium:Aulium is a video show dedicated to Innovation and Private Capital. Hosts Thomas Viguier and Markus Perkumas interview industry leaders to uncover the mechanics of European tech ecosystems, M&A strategies, and the future of investing.
Connect with us:
β‘ Follow Aulium on LinkedIn: https://www.linkedin.com/company/aulium
β‘ Thomas Viguier: https://www.linkedin.com/in/tviguier/
β‘ Markus Perkumas: https://www.linkedin.com/in/markusperkumas/
#privatecapital #innovation #VentureDebt #aulium #HardwareInvesting
By Thomas ViguierIs the era of pure B2B SaaS dominance coming to an end? Discover why top investors are shifting focus toward hardware as the ultimate defensive moat in the age of AI.
The venture capital landscape is undergoing a significant correction as interest rates fluctuate and market saturation hits software sectors. Hayden Smith, Head of Debt at Mountside Ventures, joins hosts Thomas Viguier and Markus Perkumas to break down the exploding demand for non-dilutive capital. They analyze the macroeconomic tailwinds favoring debt financing and explain why "hybrid hardware" is becoming the most defensible asset class for the coming year.
π The increasing momentum and quality of Venture Debt opportunities.
π How falling interest rates will create positive tailwinds for borrowing.
π€ Why AI differentiation is forcing VCs to look at Hardware again.
π The strategic shift away from B2B SaaS saturation.
About the Guest:Hayden Smith is the Head of Debt at Mountside Ventures, leading the charge in connecting high-growth startups with optimal non-dilutive capital and debt financing solutions.
About Aulium:Aulium is a video show dedicated to Innovation and Private Capital. Hosts Thomas Viguier and Markus Perkumas interview industry leaders to uncover the mechanics of European tech ecosystems, M&A strategies, and the future of investing.
Connect with us:
β‘ Follow Aulium on LinkedIn: https://www.linkedin.com/company/aulium
β‘ Thomas Viguier: https://www.linkedin.com/in/tviguier/
β‘ Markus Perkumas: https://www.linkedin.com/in/markusperkumas/
#privatecapital #innovation #VentureDebt #aulium #HardwareInvesting