Innovation and Private Capital x aulium

Why do billion-dollar consumer brands lose market share to small insurgents despite having access to more data? Discover how fusing human expertise with vertical AI solves the critical "data-to-decision" bottleneck. As consumer behavior becomes exponentially complex, traditional generalist models like ChatGPT struggle with the accuracy required for enterprise financial decisions. Sandeep...

Data center capacity is expanding exponentially to support AI, yet the physical power grid is failing to keep pace. Discover how smart capital is solving the energy bottleneck and why "Core Plus" infrastructure offers the most resilient returns in a volatile market. Maciej Tarasiuk, Head of Investment at Aberdeen, breaks down the mechanics of the European mid-market infrastructure landsc...

Are we witnessing a dangerous bubble in AI data center construction, similar to the 19th-century railway mania? Discover how institutional investors are distinguishing between hype and the genuine structural shifts of the "4 Ds." In this episode, Thomas Viguier and Markus Perkumas sit down with Thibault Contat Desfontaines, Managing Director at UBS Infrastructure Private Equity. They dis...

Long term investors win when they respect macro risk, culture, and liquidity. In this conversation, Thomas digs into how Jean-Baptiste thinks about capital deployment after two decades in private equity, from BC Partners CIO to his family office, board roles at Pershing Square and Howard Hughes, and now teaching at Sciences Po. 💡 He lays out his investor matrix in plain language: start with macro...

Hypergrowth is possible when you accept that sometimes the smartest move is to stop going solo. In this aulium episode, Édouard Mandon joins Thomas to unpack how a finance role at Rocket Internet led him into payments, why he built Numeral in the first place, and how that journey ended in an acquisition by Mambu and a new life as VP of Payments. He walks through the unseen plumbing behind every ca...

Building a great deal starts with understanding people, not just numbers. In this aulium episode, Henrik Buehler sits down with host Thomas to talk about why emotions quietly drive B2B deals, search funds, and the future of European succession. 💼 Henrik walks through his path from Stifel in London to private equity, to Jacobs family office in Zurich, and finally to co founding H&B Mittelstand...

Here’s a founder story that blends speed, scars, and systems. Thomas with co-host Markus digs in with Pavel Guzhikov —co-founder of Uzbekistan’s Uzum and now building Meadows—on how he thinks from day zero to PMF. 🚀 Pavel’s new bet, Meadows, is an insight engine for real-world decisions: councils, banks, businesses. It pulls raw signals from streets and shopfronts, then tells you what to build ne...

Join us as we dive into a thought-provoking conversation with Paul, a partner at AlbionVC, who shares his journey from investment banking to venture capital. In this episode, Paul offers a bold perspective on the current state of the US tech industry and discusses the burgeoning potential of Europe's tech scene. Discover insights into the dynamics of early-stage investments, the impact of AI o...