KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? скачать в хорошем качестве

KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR?

Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe's first pan-European incubator. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 02:06 The $100M Dot-Com Failure That Changed My Career 06:22 ”We Lost $500M in Turkey.” 07:39 Do You Take Market Timing Risk? 11:02 Is Sticking to Deployment Cycles Still Smart? 12:40 KKR’s Ruthless Portfolio Discipline: Love Doesn’t Matter 14:55 Do Power Laws Apply in PE? Freise Destroys the Myth 17:03 The Truth About Capital Intensity in the Age of AI 18:53 Can AI Kill the PE Model? Here’s What Philipp Says 23:22 The Secret to Great Investment Decisions at KKR 25:39 Why There’s a $3T Liquidity Time Bomb in Venture 32:57 Will KKR Europe Hit $20B? Freise's Bold Prediction 41:10 Thematic Thinking in a World That Doesn’t Care 43:08 Helsing, Defense Companies: The New Age of DeepTech Bets 46:18 Tariffs, China, and the Future of the German Car Empire 57:36 Freise’s Relationship to Money 01:00:22 Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X:   / harrystebbings   Follow KKR on X:   / kkr_co   Follow 20VC on Instagram:   / 20vchq   Follow 20VC on TikTok:   / 20vc_tok   Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #philippfreise #KKR #privateequity #vc #helsing #ai #china