Podcast Kollegin KI: "How the AI-First Culture Works at Tech Investor Bit Capital"
The Berlin-based fund manager is using AI to spot AI trends ahead of the competition. In this episode of "Kollegin KI," Max Mundhenke welcomes Peter Wibbe, Managing Director of the Berlin-based tech fund provider BIT Capital.
Together, they examine the impact of AI on financial markets, the shift in investment portfolios, and the changing rules of the game for software business models. Wibbe presents the core thesis that traditional software without a physical moat or proprietary data is easily replaceable by AI, and that the true bottleneck currently lies in physical infrastructure such as energy and computing capacity. He also provides insights into how BIT Capital integrates AI tools into its internal analysis and workflows.
