VC investors play a key role in fostering innovation globally, and in recent years, Artificial Intelligence (AI) has emerged as a prominent tool on their agenda. The profound social impact of AI raises questions about responsible development, and this is a topic we explored with Jack Leeney, Managing Partner at 7GC & Co. Jack will be a featured speaker at the upcoming 0100 Conference DACH, participating in the panel discussion titled "Catalyzing Change: Harnessing the Power of AI to Transform VC Investing." Here, we offer a sneak peek into Jack's perspective on these crucial matters.
VC firms are making bets around an emerging ecosystem that is developing at a rapid pace; however, what has still been a comparably slow investment environment. Investors need to ensure a duty of care for their LPs when investing in technology with significant societal impact. Investors should also remain disciplined on price and valuation to avoid an accelerated death of promising companies that go to market with too much hype and inflated valuations before they have a real chance to commercialize.
If you are properly diligencing impact and potential outputs at the model layer, the key is to get as deep as possible on the inputs and training. The models are growing in scale exponentially not logarithmically. Data scientists with robust training will be best positioned to develop not only the most accurate model outputs but also the most contextually in line with societal expectations.
As a private VC investor, the most attractive area within the ecosystem is at the infrastructure layer with developer API use cases. Specialization of model development for parts of the real economy that are incredibly technical or jargon-heavy is interesting as well, but mass appeal will come from the breadth and depth of the most robust LLMs.
As a personal public market investor, the dependence on Nvidia, TSMC, and ASML in this space is oligopolistic. The GPU chipset oligopoly will be the best performing stocks of the next 5 years.
A mix of enthusiasm for the potential and confusion about the hype dynamic. As we have seen many times, there is a big difference between the signal (core infrastructure software technology) and the noise in this space.
7GC exclusively seeks to help our portfolio companies enter the EU market as the first step to their international footprint. The conversation of expansion to Europe is always a welcome and relevant one for Series B/C companies at the scale to justify it.
Jack will be sharing the stage with Ties Boukema, Data Lead at Dawn Capital; Andre Retterath, partner at Earlybird Venture Capital; Konstantin Vinogradov, GP at Runa Capital; and moderated by Marek Zamecnik, CEO at Vestberry.
Ahead of her appearance at 0100 DACH in February, Daisy Cai, General Partner at B Capital, reflects on deep tech beyond the label—and where frontier innovation becomes enduring value.
AI is no longer a fringe technology—it is rapidly reshaping entire industries, from climate and energy to industrial operations and enterprise software. Yet as competition intensifies and barriers to entry fall, the question facing venture investors is no longer whether to invest in AI, but how to identify companies capable of generating durable, long-term value. In this interview, Jeremy Brown, Principal & Head of Climate at Anthemis, shares his perspective on evaluating AI businesses beyond the hype, drawing on his experience at the intersection of AI, climate, and complex industrial markets, and setting the stage for a broader discussion with fellow investors on where real opportunity—and real risk—now lies in AI venture capita
he third edition of 0100 International — organized by Zero One Hundred Conferences in partnership with the Milan City Council’s Department of Economic Development and Milano&Partners — brought together the global private markets community for a high-signal, execution-focused gathering held from October 27–29.
