The world of venture capital is evolving—VCs are investing earlier, AI is reshaping the game, and founders are navigating a complex funding landscape. In this episode, we sit down with Matthieu Lavergne, partner at VC firm Serena, to break down the current VC ecosystem, the role of angels, and why securing US investment is key for European startups scaling beyond Series B. We also dive into AI’s investment boom, the future of open-source models, and whether XR is poised for a comeback. If you're a founder looking to raise or just curious about where the industry is heading, this is an episode you won’t want to miss!

About our guest in this episode:

Matthieu is a Partner at Serena, investing in infrastructure software—AI, data, DevOps, cloud—and more broadly, software products built for technical leaders (CTO, CIO, CISO, etc.).
He is the leading author of The Commercial Open Source Report, the go-to resource for data-driven insights on how businesses monetize open-source projects. The report has quickly gained recognition among industry leaders, attracting engaged readers from top COSS startups, major tech companies, and leading investors.

Previously, Matthieu was a founder and operator before advising startups, private equity investors, and corporates on M&A and fundraising.

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