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.
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.
François Candelon, Partner for Value Creation & Portfolio Monitoring at Seven2, shares how the firm aligns every investment around a clear “exit animal”—a vision of the company at exit—and uses disciplined execution, AI-driven transformation, and sustainability as levers for resilience and premium valuations. From reengineering core processes with AI to embedding decarbonization into business strategy, Candelon explains how Seven2 builds companies that are not just exit-ready, but future-proof.
Private markets are entering a new era where trust, compliance, and technology converge. While public markets enjoy automation and transparency, private assets still depend on paper-based, fragmented systems. Antonio Chiarello, CEO of Weltix, argues that the next leap forward is not just digitization, but the creation of digital infrastructures that redefine ownership. In this conversation, he discusses why friction is structural rather than technological, how regulation enables innovation, and how programmable liquidity and transparency can channel more private capital into real economic growth.
