E399 | Oliver Holle (Speedinvest) & Ekaterina Almasque (OpenOcean): How to identify the next AI investment sweet spot

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 👀

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