Opinion

Like the rest of VC, corporate funds are subject to the J-curve effect and power law dynamics. They must be measured on a 10-year timescale.

When portfolio companies start talking to each other, value compounds faster than capital.

Corporations building ventures to hold for their cash flows must maximise the probability of success while shortening the time and decreasing the cash needed to validate profitability.

Europe's AI opportunity lies in the application layer — particularly with agentic AI — but a lack of capital means the continent could lose out.

Neurosymbolic models, which integrate structured reasoning, rules and logical constraints into learning systems, are emerging as a critical path forward if AI is to achieve its potential in industrial applications.