Mathias Ockenfels, a Berlin-based general partner at Speedinvest, said the firm looks to invest in marketplaces and marketplace-related tech.
Location: Vienna, Austria
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“Speedinvest’s Marketplaces & Consumer investment team continues to be excited about companies built on top of strong network effects as a long-term, sustainably defensible moat,” Ockenfels said. “In our view, this is a long-term trend that will never go away and has created extremely valuable and resilient companies including AirBnB, Meta, and Amazon, and will continue to do so.”
The firm has invested in services, software, and platforms building a more sustainable future for e-commerce. It’s also excited about Gen Z as emerging consumers and the future of AI and e-commerce.
“We have invested in companies developing the building blocks of the future of e-commerce and, in particular, leveraging AI to further automate processes and put e-commerce merchants and companies in a position to compete and deliver a superior customer experience,” he said.
It sees areas like personalized shopping, advanced search and discovery, dynamic pricing optimization, supply chain management, and visual search and AR integration as being especially ripe for AI disruption.
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