Deutsche Bank´s Head of Corporate Venture Capital Joerg Landsch about the VC market and Aleph Alpha

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DigitalValley®️ - Seed Talk Energiewirtschaft, Innovation, Corporate Venture Capital, Nachhaltigkeit

P. Dennis Niederhagen

90 episodes

1 day ago

DigitalValley Seed Talk mit Dennis Niederhagen Tauchen Sie ein in die Welt der nachhaltigen Innovation, Corporate Venturing, Energiewende und zukunftsweisenden Technologien. In DigitalValley Seed Talk begrüßt Sie Ihr Host Dennis Niederhagen, erfahrener Unternehmer und Experte für Innovation und Venturing im Energiesektor und darüber hinaus. Dennis spricht mit führenden Köpfen aus der Energiewirtschaft, Innovation, Corporate Venturing, Venture Capital und Nachhaltigkeit. Gemeinsam diskutieren sie die neuesten Trends, Herausforderungen und Chancen auf dem Weg zu einer enkelfähigen Zukunft.

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Deutsche Bank´s Head of Corporate Venture Capital Joerg Landsch about the VC market and Aleph Alpha

DigitalValley®️ - Seed Talk Energiewirtschaft, Innovation, Corporate Venture Capital, Nachhaltigkeit

37 minutes 32 seconds

10 months ago

Deutsche Bank´s Head of Corporate Venture Capital Joerg Landsch about the VC market and Aleph Alpha

Deutsche Bank´s Head of Corporate Venture Capital Joerg Landsch shares his insights about the current VC market and the investment into Aleph Alpha

Summary:

Aleph Alpha and Deutsche Bank Investment

Joerg from Deutsche Bank Venture Capital discusses the bank’s investment in Aleph Alpha, a leading German AI company often compared to OpenAI. Despite some early investors, such as Lakestar and 468 Capital, stepping away, others like Early Bird continue to support the company. Joerg emphasizes the dual nature of Aleph Alpha as both a strategic and VC-driven case, with its funding round being heavily oversubscribed. The company is strategically positioned as a European leader in secure AI solutions, particularly focusing on compliance and legal applications while maintaining GDPR compliance and handling sensitive data effectively.

Venture Capital Market Recovery

Joerg highlights a slight dip in global venture capital funding in Q3 2024, reaching $55 billion due to fewer mega-rounds. However, he anticipates strong growth in Q4 and beyond, discussing factors like the US presidential election, the Ukraine conflict, and economic policies. He doesn’t foresee significant startup relocations to the US despite geopolitical tensions.

German and European VC Market Developments

Joerg discusses the “Win Initiative,” a €10 billion investment plan for startups in Germany and Europe. He notes bipartisan political support for venture capital across administrations and highlights the need to close Europe’s €30 billion annual investment gap. Insurance and pension funds are identified as potential key players in the market.

European Capital Market Regulation

Joerg points out challenges in the VC market, such as low exit rates (5.2%) and IPO shortages in Q3. Successful exits are crucial for reinvesting in new funds, and European capital market reforms are necessary to enhance liquidity and provide faster exit options.

AI Ecosystem Trends

Joerg identifies four layers of AI development: hardware, foundational models, applications, and infrastructure. He notes that the most innovation and activity currently occur in the application layer, reflecting Aleph Alpha’s focus on practical, scalable AI solutions.