
Can NIO reinvent the automotive industry, Mark Zhou?
Chinese auto startup NIO went from zero to nearly a million customers in under ten years. Mark Zhou, who leads product and R&D, discusses how; and explains why community – not hardware...
August 29, 2024 • by Raphaël Grieco, Karl Schmedders in Capital Conversations • Podcast available
The Chief Investment Officer at Serpentine Ventures explores how VCs navigate the treacherous waters of portfolio triage...
Apple SpotifyIn the high-stakes context of venture capital, portfolio triage isn’t just a strategy – it’s a survival skill.
As markets shift and startups struggle, VCs face the brutal task of deciding which companies to save and which to let go. But it’s not just about cold, hard numbers. It’s a delicate dance of managing expectations, balancing resources, and sometimes delivering hard truths to passionate founders
Michael Stucky is Chief Investment Officer at Serpentine Ventures and a coach and mentor of young entrepreneurs and spin-off companies from ETH Zurich (ETHZ).
In this episode, we dive into the trenches with Michael and explore how VCs navigate the treacherous waters of portfolio triage, and what it means for both investors and startups when the lifeboats are limited and not everyone can make the cut.

February 24, 2026 • by David Bach in Podcasts
Chinese auto startup NIO went from zero to nearly a million customers in under ten years. Mark Zhou, who leads product and R&D, discusses how; and explains why community – not hardware...

February 17, 2026 • by Goutam Challagalla in Podcasts
Family ownership, strategic paranoia, and integrated sustainability: Matthias Altendorf on future-proofing global market leader Endress+Hauser....

January 27, 2026 • by Julia Binder, Knut Haanaes in Podcasts
Holcim’s Ram Muthu on circularity, EU regulation, and what it really takes to decarbonize cement at industrial scale....

January 23, 2026 • by David Bach, Julia Binder in Podcasts
Live from Davos: IMD’s Julia Binder and David Bach cut through the headlines on geopolitics, AI, energy – and competing visions for the international order....
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