deeptech INSIGHTS

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Which technologies will decide where wealth is created over the next ten years? Which bets survive the next venture cycle? And what do insiders see that the public conversation often misses? Deep Tech INSIGHTS is a long-form interview show for people shaping technology and the future. Host Sascha Roehrer talks with executives, investors, researchers, and thought leaders about the forces defining the next phase of progress. Every episode is published in two versions: the English original featuring the guest in the original audio, and a German AI-dubbed version. The podcast is produced by Börsenmedien AG, Germany's leading financial media company and publisher of DER AKTIONÄR, BÖRSE ONLINE, €uro and €uro am Sonntag. Topics range from AI and semiconductors to digital finance, defense tech, and longevity. New episodes are released regularly.

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  1. -13 ч ·  Видео

    Sagar Barvaliya: Blockchain, Stablecoins & a VC's AI Thesis

    Sagar Barvaliya, Founding Partner at Blockchain Founders Capital, on why crypto never shipped a product. The Blockchain Founders Capital partner breaks down why almost every token project of the past few years failed to ship a real product — and where value actually accrues: stablecoins, tokenized real-world assets, and the application layer of AI. Sagar Barvaliya explains why his fund deliberately avoids foundation models, why capital is scarce again, and why Germany has to carry its automotive-era know-how into robotics before it's too late. Chapters 00:00:00 Intro 00:00:25 From BMW crash engineer to venture capital 00:06:47 Blockchain, not crypto speculation: the application-layer thesis 00:08:10 The first fund: BFC, €10M, launched in Davos 00:09:04 What changed since 2023: hype, crashes, scarce capital 00:16:21 Stablecoins, RWA and the Tether playbook 00:25:44 Blockchain as the internet's trust layer 00:31:52 Investment thesis: application layer and AI-native companies 00:38:22 What BFC looks for in founders 00:46:21 Europe's chance: from automotive to robotics 00:53:12 Germany's self-inflicted decline? 00:58:36 An AI bubble? Valuations under scrutiny 01:00:14 The next 20 years and what won't change Guest: Sagar Barvaliya is Founding Partner at Blockchain Founders Capital (BFC). Previously: BMW, Techstars, BlockRocket. Linkedin: https://www.linkedin.com/in/barvaliyasagar/ Website: https://www.bfc.vc/ deeptech INSIGHTS: deeptech Insights is a long-form interview series for people who think about frontier technology and the future for a living. Host Sascha Roehrer sits down with executives, investors, researchers, and the people shaping what comes next. Produced by Börsenmedien AG, Germany's leading financial media house (DER AKTIONÄR, BÖRSE ONLINE, €uro, €uro am Sonntag). Youtube English: https://www.youtube.com/playlist?list=PLGwe6Ab4ZdSc Youtube German: https://www.youtube.com/playlist?list=PLYvuwOqohiSw Spotify English: https://open.spotify.com/show/033ONjPa8CuRZwJ0wZyWPz?si=c6fe9d33623e4418 Spotify German: https://open.spotify.com/show/033ONlTEHwbLHanLrQ6SeC?si=738da62560ed4cd7 Guest suggestions & feedback: team@deeptech-report.de This episode is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

    Sagar Barvaliya: Blockchain, Stablecoins & a VC's AI Thesis

  2. 22 июл. ·  Видео

    Rajeev Singh: AI Agents Are the New Users

    Smartsheet CEO Rajeev Singh on which software survives AI — and why agents, not humans, are the new users. Rajeev Singh co-founded Concur and sold it to SAP for $8.3 billion, took Accolade public, and nine months ago became CEO of Smartsheet — shortly after Blackstone and Vista took the company private. He tells Sascha Roehrer why Smartsheet went all in on the Model Context Protocol and now builds software for AI agents, not just people. He lays out the three tests that decide which enterprise software vendors stay relevant, and why handing employees an LLM login is not an AI strategy. Also covered: model costs at enterprise scale, regulation in the EU and the US, his advice for founders, and his predictions on the economy and lifespan. Chapters 00:00:00 Why Rajeev Singh came back for one more run 00:02:25 The engineer in the CEO 00:05:35 What Smartsheet does — and the MCP bet 00:07:40 Agents as project managers 00:10:13 Model strategy: open source, cost, stability 00:12:35 Markets and industries, growth in Germany 00:14:48 Blackstone, Vista and the $20B target 00:16:21 Which software survives the AI wave 00:20:24 Regulation: EU AI Act vs. the US 00:22:59 From Concur to Accolade: the founder years 00:25:08 Starting a company now — but how? 00:28:00 One-person companies and the future of work 00:31:13 Why switching on an LLM is not a strategy 00:34:19 Boards, healthcare AI and longevity 00:38:22 Speed vs. data: 180M automations 00:40:02 Hiring for curiosity and grit 00:44:22 Smartsheet one year from now 00:46:18 Bubble or not? The economic outlook 00:51:00 The application layer and data moats 00:53:19 The wildest 20-year prediction Guest: Rajeev Singh is CEO of Smartsheet, a work management platform with over 100,000 customers, including more than 85% of the Fortune 500. He co-founded Concur (sold to SAP for $8.3 billion in 2014) and served as CEO and Chairman of Accolade (IPO 2020, acquired by Transcarent in 2025). He serves on the boards of Basalt Health and Scala.ai. Linkedin: https://www.linkedin.com/in/rajeevsinghseattle/ Website: https://www.smartsheet.com/ deeptech Insights: deeptech INSIGHTS is a long-form interview series for people who think about frontier technology and the future for a living. Host Sascha Roehrer sits down with executives, investors, researchers, and the people shaping what comes next. Produced by Börsenmedien AG, Germany's leading financial media house (DER AKTIONÄR, BÖRSE ONLINE, €uro, €uro am Sonntag). Youtube English: https://www.youtube.com/playlist?list=PLGwe6Ab4ZdSc Youtube German: https://www.youtube.com/playlist?list=PLYvuwOqohiSw Spotify English: https://open.spotify.com/show/033ONjPa8CuRZwJ0wZyWPz?si=c6fe9d33623e4418 Spotify German: https://open.spotify.com/show/033ONlTEHwbLHanLrQ6SeC?si=738da62560ed4cd7 Guest suggestions & feedback: team@deeptech-report.de This episode is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

    Rajeev Singh: AI Agents Are the New Users

  3. 15 июл. ·  Видео

    Bradley Duke: Bitcoin Cycle, ETPs & Tokenization

    Bradley Duke, Head of Europe at Bitwise, on Bitcoin's late cycle, crypto ETPs and his year-end price call. Bradley Duke brought one of Europe's first Bitcoin ETPs, BTCE, to market in 2020, then as co-founder of ETC Group (acquired by Bitwise in 2024). With Sascha Roehrer he explains why institutional investors are treating this bear market differently than 2022, how Bitwise decides which products to launch, and why he sees real-world asset tokenization as inevitable. Further topics: the quantum risk to Bitcoin and the debate over lost Satoshi wallets, Strategy's roughly 817,000 BTC as a market risk, MiCA and the case for a European stablecoin, his skepticism toward a euro CBDC, and the role of AI agents in the next wave of adoption. He closes with a concrete price call for year-end. Chapters 00:00:00 Intro 00:00:54 The first Bitcoin ETP in 2020 and the doubts 00:02:04 From ETC Group to the 2024 Bitwise acquisition 00:03:50 Clients: from retail to sovereign wealth 00:05:18 $11B AUM and the crypto cycle 00:06:42 Different this time? Institutions in the bear market 00:08:58 What is an ETP — and why not self-custody? 00:12:48 Germany's tax regime 00:14:36 Choosing products: BHYPE, Canton, DA20 00:15:41 From speculation to the application layer 00:18:16 Bitcoin dominance, stablecoins & Hyperliquid 00:21:13 Real-world asset tokenization 00:27:07 Quantum risk and lost Satoshi wallets 00:33:21 Strategy, Saylor and the 817,000 BTC 00:37:12 Where are we in the cycle? 00:39:01 Bitcoin, equities and the AI vacuum 00:42:00 Duke's path from TradFi to crypto 00:45:15 MiCA and global regulation 00:50:11 Does Europe need its own stablecoin? 00:51:58 Privatized money: mini central banks? 00:54:08 CBDC skepticism and the digital euro 00:56:25 AI agents, X402 and agentic commerce 01:00:06 Wildest prediction for the next 20 years 01:02:36 Bitcoin price call for year-end Guest: Bradley Duke is Managing Director and Head of Europe at Bitwise. Previously co-founder of ETC Group (2019), whose Bitcoin product BTCE became the largest and most heavily traded crypto ETP in Europe; after the Bitwise acquisition in August 2024 he joined the executive team to lead the European expansion. Before that: investment bank Jefferies (New York, Paris, London), head of Knight Direct Europe at KCG, co-founder of fintech and payments company Zapper, and CEO of the UK arm of BCS Global Markets. Linkedin: https://www.linkedin.com/in/bradley-duke/ Website: https://bitwiseinvestments.eu/ deeptech Insights: deeptech INSIGHTS is a long-form interview series for people who think about frontier technology and the future for a living. Host Sascha Roehrer sits down with executives, investors, researchers, and the people shaping what comes next. Produced by Börsenmedien AG, Germany's leading financial media house (DER AKTIONÄR, BÖRSE ONLINE, €uro, €uro am Sonntag). Youtube English: https://www.youtube.com/playlist?list=PLGwe6Ab4ZdSc Youtube German: https://www.youtube.com/playlist?list=PLYvuwOqohiSw Spotify English: https://open.spotify.com/show/033ONjPa8CuRZwJ0wZyWPz?si=c6fe9d33623e4418 Spotify German: https://open.spotify.com/show/033ONlTEHwbLHanLrQ6SeC?si=738da62560ed4cd7 Guest suggestions & feedback: team@deeptech-report.de This episode is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

    Bradley Duke: Bitcoin Cycle, ETPs & Tokenization

  4. 13 июл. ·  Видео

    Stefania Ferrero: Robots for the AI Buildout

    Stefania Ferrero, Comau's CMO, on robotics for the AI-driven data-center boom and the trillion behind it. Where does automation actually make money as AI drives a roughly $1 trillion data-center buildout? Stefania Ferrero, Chief Marketing & Solutions Portfolio Officer at Comau, explains why battery storage, fenceless outdoor robots, and application engineering decide who wins. Her counterpoint to the hype: even with robots building robots, the human factor stays the real edge. For decision-makers: concrete demand signals from control systems to inspection to balance of plant, and where Comau is scaling now. Guest: Stefania Ferrero is Chief Marketing & Solutions Portfolio Officer at Comau, the Italian industrial automation and robotics group, a role she has held since 2023. A certified engineer with a Master's in Management Engineering from the Polytechnic University of Turin, she brings close to 20 years across strategy, marketing, and business development in multiple industries. Before returning to Comau she was Head of Strategy and Strategic Marketing at Baker Hughes, shaping the long-range plan of its Industrial Energy Technology unit across gas, digital, and clean technologies; earlier roles include Pininfarina and Comau's Powertrain business. She sits on the board of Automha and on Comau's DEI Committee, and speaks six languages. Linkedin: https://www.linkedin.com/in/stefania-ferrero-5a6a541/ Website: https://www.comau.com/en/ deeptech Insights: Deeptech Insights is a long-form interview series for people who think about frontier technology and the future for a living. Host Sascha Roehrer sits down with executives, investors, researchers, and the people shaping what comes next. Produced by Börsenmedien AG, Germany's leading financial media house (DER AKTIONÄR, BÖRSE ONLINE, €uro, €uro am Sonntag). Youtube English: https://www.youtube.com/playlist?list=PLGwe6Ab4ZdSc Youtube German: https://www.youtube.com/playlist?list=PLYvuwOqohiSw Spotify English: https://open.spotify.com/show/033ONjPa8CuRZwJ0wZyWPz?si=c6fe9d33623e4418 Spotify German: https://open.spotify.com/show/033ONlTEHwbLHanLrQ6SeC?si=738da62560ed4cd7 This episode is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

    Stefania Ferrero: Robots for the AI Buildout
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Which technologies will decide where wealth is created over the next ten years? Which bets survive the next venture cycle? And what do insiders see that the public conversation often misses? Deep Tech INSIGHTS is a long-form interview show for people shaping technology and the future. Host Sascha Roehrer talks with executives, investors, researchers, and thought leaders about the forces defining the next phase of progress. Every episode is published in two versions: the English original featuring the guest in the original audio, and a German AI-dubbed version. The podcast is produced by Börsenmedien AG, Germany's leading financial media company and publisher of DER AKTIONÄR, BÖRSE ONLINE, €uro and €uro am Sonntag. Topics range from AI and semiconductors to digital finance, defense tech, and longevity. New episodes are released regularly.

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  • Автор
    DER AKTIONÄR
  • Годы выхода
    2026
  • Выпуски
    4
  • Ограничения
    С ненормативной лексикой
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    © Börsenmedien AG
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