EU CVC | E013 | Marcus Behrendt Managing Partner at BMW iVentures: Hedging the Future of Mobility, One Strategic Bet at a Time

21/05/2025 49 min

Listen "EU CVC | E013 | Marcus Behrendt Managing Partner at BMW iVentures: Hedging the Future of Mobility, One Strategic Bet at a Time"

Episode Synopsis

Marcus Behrendt, Managing Partner at BMW iVentures, joins Andreas and Jeppe to explore how corporate venture capital can drive transformation in Europe’s most iconic industries. From autonomy to AI and natural-fiber composites, the episode dives deep into how BMW’s venture arm scans, invests, and hedges across global markets while staying rooted in strategy and sustainability.🎧 Here’s what’s covered:04:11 Investment Focus: From Smart Supply Chains to Sustainability09:56 The Auto Industry in Flux: Disruption, Legacy & Tesla’s Vertical Model14:31 Integration vs. Modularity: What Will Define the Next Automotive Leaders17:01 Avoiding the Kodak Trap: Why Culture Eats Strategy in Corporate Innovation25:56 Leveraging the Core: Staying Close to BMW’s Strategic Heartbeat28:04 Natural Fibers & Rare Earths: Investing for CO2 Impact and Supply Chain Resilience34:42 Scaling Autonomy in the Real World: From Car Plants to Ports37:33 Europe's Structural Weakness: Legal Complexity and Inconsistent ESOPs44:11 Pensions, Politics & the Case for Venture Policy Engagement47:04 Why BMW iVentures Remains a Single-LP Fund—and Proud of It

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