The Counder Podcast

Counder • The Network for Collective Understanding

Collective Understanding, One Perspective at a Time. Everybody wants to understand what is going on in the world. We sit down with leading voices from across geographies, industries, and generations to unpack their perspectives — and bring their insights to everyone.

Episodes

  1. 3d ago

    €800M in Revenue, a $4.5B Valuation — the Round He Now Calls a Blessing in Disguise | Julian Teicke

    He scaled WeFox to €800 million in revenue and the fastest unicorn valuation in insurtech history. Then, as a $6.5 billion term sheet fell through, he raised again anyway at $4.5 billion — a decision he now calls a blessing in disguise, one that changed how he thinks about building companies entirely. Julian Teicke joins Tobi to trace the WeFox story from founding to the fastest insurtech ever to reach a billion-dollar valuation — an €800 million revenue run, a 1,500-person team across Europe, and valuations that peaked near $6.5 billion — through the 2022 down round at $4.5 billion that came bundled with liquidation preferences and set investors against each other. Julian reflects on that raise today, and how the experience reshaped how he builds: it's now the foundation of The Delta, the 15,000-square-meter campus in Berlin he's built to co-found and support up to 1,700 early-stage founders a year. A candid conversation about the discomfort every founder has to sit with to grow, why Julian trains entrepreneurs like athletes, and his campaign to make Berlin — via the BAD1 conference he pulled together in 60 days — the center of a distinctly European tech narrative. Guest: Julian Teicke, Founder, The Delta (Co-Founder & Former CEO, WeFox) Connect with Julian Teicke • LinkedIn Connect with Tobi • LinkedIn • Email: tobias@counder.com Follow Counder on: • LinkedIn • Instagram Learn more about Counder

    €800M in Revenue, a $4.5B Valuation — the Round He Now Calls a Blessing in Disguise | Julian Teicke
  2. Aug 18

    Building an Airline in the Middle of COVID and Why It Was the Perfect Time | Gidon Novick

    Nobody starts an airline in the middle of a pandemic. That, he says, is exactly why it worked: aircraft were cheap, good people were suddenly available, and the competition was struggling. Gidon Novick joins Tobi to explain how LIFT got off the ground, and why an industry that has collectively lost money since the Wright brothers first flew still pulls him back. He traces it to a childhood spent sitting in cockpits at the airport where his father worked, through kulula.com, to the four years at LIFT where the hardest days are the ones he now remembers most fondly, including the week the bank had not cleared the payment gateway while flights were already on sale. He and Tobi get into what actually makes airlines so hard: brutal fixed costs, volatile fuel, and the pricing discipline the industry keeps giving away. Most of his energy now goes to SA Harvest, a food rescue operation moving 30 million meals a year in a country where roughly a third of the food produced is thrown out while around 10 million people do not have enough to eat. Asked for the target, Gidon does not offer a number he is confident of hitting. He names the problem instead: billions of meals, in South Africa alone. A candid conversation about restlessness, why business is really just problem solving, and what a genuinely optimistic leader does to the people around them. Guest: Gidon Novick, Entrepreneur & Investor, Co-Founder of LIFT Airline Connect with Gidon Novick • LinkedIn Connect with Tobi • LinkedIn • Email: tobias@counder.com Follow Counder on: • LinkedIn • Instagram Learn more about Counder

    Building an Airline in the Middle of COVID and Why It Was the Perfect Time | Gidon Novick
  3. Aug 13

    Europe Has the Minds and the Capital. What It Takes to Build the Giants. | Dr. Hendrik Brandis

    Since 2011 the S&P 500 has run away from European stocks, three times over. Take the ten most valuable companies out of each index and the gap almost disappears. Dr. Hendrik Brandis joins Tobi to explain what follows from that: Europe's problem is not talent or technology but the absence of hyper-scaling companies — for Europe about ten of them, for Germany two. He names what holds Europe back: ambition that stops at a unicorn where the US treats it as the beginning, regulation that killed Lilium over a safety threshold a thousand times stricter than the one applied to helicopters, and capital, at 70 euros per inhabitant a year in Germany against 800 dollars in the US. He and Tobi also get into the space economy, Isar Aerospace's shot at a European launcher, and whether the two trillion dollars flowing into data centres will pay off. Hendrik calls himself a structural optimist. He came out of the dot-com bust as one of three German venture firms left standing from more than a hundred, learned early that money is shy and that no concept beats a track record, and still holds that Europe has the brilliant minds and the capital already. What is missing, he says, is the commitment. Guest: Dr. Hendrik Brandis, Co-Founder and General Partner, Earlybird Connect with Dr. Hendrik Brandis • LinkedIn Connect with Tobi • LinkedIn • Email: tobias@counder.com Follow Counder on: • LinkedIn • Instagram Learn more about Counder

    Europe Has the Minds and the Capital. What It Takes to Build the Giants. | Dr. Hendrik Brandis

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Collective Understanding, One Perspective at a Time. Everybody wants to understand what is going on in the world. We sit down with leading voices from across geographies, industries, and generations to unpack their perspectives — and bring their insights to everyone.