Why Europe's next unicorns are hiding in plain sight across fragmented markets
“And the biggest issue with that type of investment strategy in Europe is to know that the company exists.”
And the biggest issue with that type of investment strategy in Europe is to know that the company exists. Because you see, although, you know, of course, there is some geographic fragmentation also in The United States, in Europe, the geographic fragmentation is huge. You know, the next Spotify or the next DeepHub or the next content follow-up can start in Milan or in Lisbon or in Berlin or in Copenhagen.
About this clip
Roberto Bonanzinga explains the unique challenge of early-stage investing in Europe compared to the US. He argues that Europe's extreme geographic fragmentation makes it difficult to discover promising companies, as the next major startup could emerge from any European city from Milan to Copenhagen.
Why this clip
This highlights a fundamental structural difference between European and US venture capital that affects investment strategy and opportunity discovery.
What they said next
The key question every VC needs to ask before making investment decisions
33:40 - 24s · framework
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