The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Freise
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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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.
Agenda:
– "We Lost $500M in Turkey. Here's Why We'll Never Do It Again."
– Inside Europe's Biggest PE Fund: $8B of Pure Firepower
– The $100M Dot-Com Failure That Changed My Career
– Why Picking the Wrong VC Will Destroy Your Company
– KKR's $500M COVID Gamble: Genius or Insane?
– Why We Ignored the Market & Deployed 40% of Our Fund
– KKR's Ruthless Portfolio Discipline: Love Doesn't Matter
– Do Power Laws Apply in PE? Freise Destroys the Myth
– The Truth About Capital Intensity in the Age of AI
– Can AI Kill the PE Model? Here's What Philipp Says
– The Secret to Great Investment Decisions at KKR
– Why There's a $3T Liquidity Time Bomb in Venture
– The Death of IPOs? How KKR Exits Without Going Public
– Will KKR Europe Hit $20B? Freise's Bold Prediction
– Helsing, Space, and Defense: The New Age of DeepTech Bets
– Tariffs, China, and the Future of the German Car Empire
– Freise vs. Bitcoin: Will USD Still Rule in 10 Years?
– 4 Global Shocks Happening Right Now That You Need to Know
– KKR Missed Spotify AND Alibaba?! The Painful Stories
– Do Andreessen & General Catalyst Scare KKR? Freise Responds
– The One Metric That Will Define KKR's Next Decade
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