AI capex Reality Check: When Scale Meets Capital Discipline

This article offers a focused insight into one of the core mechanisms shaping markets in 2026. The full Market Outlook 2026 provides the broader, integrated context across macro, public markets, private capital and digital assets.

The 2026 equity narrative is not simply “AI wins” or “AI fades”.

It is a more specific tension: the same companies that dominate AI leadership are also absorbing an exceptional share of the system’s capital. In a higher term-premium world, that makes the cost of leadership a first-order valuation variable.

AI leadership is now a cost-of-capital story.

Concentration is not a footnote – it is the starting point

AI-centric mega-cap technology leaders remain the centre of gravity for index weight and earnings delivery, supported by exceptional levels of AI infrastructure spending.

The concentration is quantified: the “Magnificent Seven” accounted for 34 to 35% of the S&P 500 market cap in 2025, up materially from 2024.

That is the backdrop for 2026 selection. When leadership is narrow, mistakes are amplified – and “being right on the theme” is not the same as “being right on the price”.

CAPEX is the new filter – because the scale is historically exceptional

Estimates put hyperscaler spending at around $400bn in 2025 (roughly +70% YoY), and forecasts show it exceeding $500bn in 2026 as data centre and compute buildouts accelerate.

Major Big Tech issuers increasingly use debt to finance part of this cycle. In 2025, they raised >$120bn in new debt to support AI and cloud infrastructure. That signals how capital-intensive the buildout has become.

The risk is not that investment is “too big” in absolute terms. The risk is the mismatch between the pace of capital deployment and the pace of near-term earnings delivery, particularly if revenue realisation is back-loaded.

The phase shift: scale is no longer sufficient

A clear regime statement sits at the top level of the outlook: the AI investment cycle is entering its next phase. Markets increasingly demand capital discipline, monetisation evidence, and capex efficiency – not just scale.

Scale is no longer sufficient.

That shift matters because the outlook frames 2026 as a year with less room for error. Markets punish valuation stretch and narrative excess faster; dispersion rises; leadership becomes more selective.

What “capital discipline” means in a capex-heavy cycle

In this setup, the difference between “structural winner” and “overpriced infrastructure builder” becomes decisive. Heavy investment can create extraordinary capability – and still produce mixed returns for the companies funding the buildout, especially when capex growth outpaces near-term earnings delivery.

A disciplined lens is therefore practical, not philosophical. It turns into questions such as:

  • Does the capex trajectory match visible earnings delivery, or does revenue realisation become increasingly back-loaded?
  • Does the buildout rely more on debt financing – and does that change the market’s tolerance for valuation?
  • Are expectations already demanding, or is valuation support still present?

Where the “capex reality” creates relative opportunity

In a higher term-premium world, valuation asymmetry matters more. With U.S. market concentration near historic highs and valuations stretched, relative opportunities broaden toward lower-valuation markets and sectors where expectations are less demanding.

This is where the selective case for Europe enters: European-listed tech equities can benefit from a valuation rotation as investors seek alternatives to stretched U.S. mega-caps.

As of late 2025, European equities traded at approximately ~15x forward earnings compared to ~22–23x for the S&P 500, implying a ~30–35% valuation discount, well above long-term historical norms.

The point is not “Europe replaces the U.S.” The point is that valuation support and dispersion create room for selective rotation – particularly toward quality earnings, balance-sheet strength, and sectors where expectations are less demanding.

Bottom line

AI remains the leadership engine – but leadership now comes with a measurable capital bill. In 2026, the question is not whether the buildout continues; it is whether the market pays for the buildout at the same multiple once it assesses capex intensity, financing mix, and earnings delivery under a higher hurdle rate.

If you want the integrated view – how AI concentration and capex reality connect to the discount-rate regime, cross-asset dispersion, and regional valuation rotation – the full Market Outlook 2026 connects those dots.

From Cuts to Supply: How Duration Became the New Volatility

This article offers a focused insight into one of the core mechanisms shaping markets in 2026. The full Market Outlook 2026 provides the broader, integrated context across macro, public markets, private capital and digital assets.

For most of the past decade, fixed income lived inside one dominant story: central banks would eventually cut, yields would fall, and duration would behave. That framing no longer explains the world described in the Market Outlook 2026.

The key shift is stated plainly: “The defining fixed-income theme of 2026 is not where policy rates go next, but how markets price duration risk.”

In other words, the question is moving from direction to absorption – who holds duration, at what price, and with how much tolerance for volatility.

Not about cuts – about duration pricing.

Duration is back – and it is the volatility driver

Fixed income volatility is increasingly shaped by a different mix of forces than the simple “next central bank decision”. The drivers are bond supply, inflation compensation, and investor tolerance for duration.

This matters because those forces do not fade just because policy rates stop rising. When supply is heavy and inflation persistence remains a constraint, the long end can reprice even in an environment where growth still holds up.

From policy dominance to the supply channel

A central constraint on sentiment is inflation persistence. Inflation appears to have bottomed in 2025 at levels still meaningfully above pre-pandemic norms, with services and wages singled out as the areas to watch.

With inflation persistence as the backdrop, the market impact flows through a repricing of term premia, which lifts long-end yields and tightens financial conditions even without overt policy tightening.

That takes the market into a regime where the long end behaves less like a passive reflection of “future cuts” and more like a live referendum on credibility, inflation risk, and duration supply.

Curve pressure and the hurdle rate reset

The investment implication is explicit:

  • curve steepening pressure persists
  • long-duration complacency is penalised
  • higher risk-free yields raise the hurdle rate across assets

These are not abstract statements. They are a redefinition of what “risk” means in portfolios.

When the risk-free anchor is higher and less stable at the long end, the discount rate becomes a gatekeeper across markets – not only in rates, but in how equities, private assets, and growth narratives are priced.

Higher hurdle rates – more dispersion and selectivity across assets.

Why duration repricing spills into equities and private markets

The broader cross-asset setup is continued expansion with rate-driven pricing and rising selectivity.

In public equities, it describes a bifurcation – leadership concentrated in AI-centric mega-cap technology, with selective rotation elsewhere. The point here is not the equity story itself, but the rate story underneath it: when duration risk reprices, dispersion rises and the market becomes less forgiving of valuation stretch.

In private markets, the same constraint shows up through the cost of capital and the exit environment. The state of public markets feeds into private outcomes via discount rates, multiples, and the exit window.

The one question for 2026: who warehouses duration?

If you want one question that captures the shift, it is this:

Who is willing to hold long-duration exposure – and at what price – when supply, inflation compensation, and term premia are the active variables?

That question sits behind the macro framing of narrower margins for error and more structural volatility.

Signals to watch in 2026 – signals, not predictions

Mechanisms matter more than headlines:

  • Inflation persistence and its pathway into term premia and the long end.
  • The market’s capacity to absorb bond supply without higher inflation compensation.
  • Whether duration tolerance holds up when volatility resurfaces.
  • Whether curve dynamics remain a source of cross-asset repricing pressure.

Bottom line

In this framework, 2026 is not defined by a single “cut cycle” narrative. It is defined by how duration risk is priced in a world where supply and inflation compensation matter – and where that pricing sets the hurdle rate for everything else.

If you want the integrated view – how this supply-driven duration regime connects to global equities, private-market liquidity filters, regional capital cycles, and digital assets – the full Market Outlook 2026 is built to connect those dots.

Venionaire DealMatrix Multiples: Valuation Built for Private Markets

Venionaire DealMatrix, subsidiary of Venionaire Capital, has launched Venionaire DealMatrix Multiples, providing private-market EV/Sales and EV/EBITDA valuation multiples that can be explored by sector, stage, and region.

Venionaire-DealMatrix-Multiples-Mockup-2

Figure 1: Venionaire DealMatrix Multiples

The launch builds on Venionaire Capital’s long-standing activity across Venture Capital, Private Equity, and M&A, where valuation decisions are routinely made in environments characterized by limited transparency and high contextual dependency.


The challenge: valuation without a private-market framework

Across private markets, pricing decisions are still largely anchored in experience, precedent transactions, and public-market multiples. Not because these tools are ideal, but because there has been no widely available alternative designed specifically for private companies.

Private transactions are rarely disclosed, deal terms are negotiated bilaterally, and pricing varies significantly by sector, company stage, and geographic context. As a result, comparability is limited and valuation discussions often rely on narrative rather than a shared analytical foundation.


Why public-market multiples fall short

Public-market multiples became the default reference due to their availability and structure. However, they reflect a fundamentally different environment—one shaped by liquidity, scale, standardized reporting, and immediate exitability.

These characteristics rarely apply to private companies. Applying public multiples to private transactions therefore requires subjective adjustment, which introduces inconsistency when used systematically across deals.


Building a private-market methodology

Venionaire DealMatrix Multiples were developed to address this structural gap.

Instead of adapting public-market benchmarks, the methodology was built from the ground up around private-market characteristics. The result is a framework for calculating EV/Sales and EV/EBITDA multiples for private companies, structured by:

  • sector

  • company stage

  • geographic region

DealMatrix_Multiples_Industries

Figure 2: Industries Filter

 

DealMatrix_Multiples_Region_Stage

Figure 3: Regional & Stage Filter

 

Public-market data serves as a starting point for peer-group identification, but is systematically contextualized using macroeconomic indicators and proprietary private-market datasets accumulated through Venionaire’s work in Venture Capital, Private Equity, and M&A.


Launching Venionaire DealMatrix Multiples

Venionaire DealMatrix Multiples are now live. They are designed to support valuation discussions, deal screening, and comparative analysis by providing structure where private markets have traditionally relied on fragmented benchmarks and individual experience.

To introduce the product, the DealMatrix team has prepared a short video demonstrating how the platform works and how private-market multiples can be explored in practice.

Venionaire Capital Market Outlook 2026: The Year of Selective Opportunity

With the Venionaire Capital Market Outlook 2026, Venionaire Capital provides a concise, cross-asset assessment of public markets, private markets, and digital assets. The report explains how macroeconomic forces shape risks and opportunities as fiscal policy extends the cycle and the margin for error narrows.

The global investment environment entering 2026 is not defined by recession, but by constraint. Growth continues, yet inflation remains persistent, interest rates stay structurally higher, and volatility becomes a permanent feature of markets.

Our central message is clear: the cycle continues, but the rules have changed.

The Five Structural Forces Shaping 2026

Against this backdrop, Venionaire Capital identifies five structural forces that will shape investment outcomes in 2026:

  1. The Macro Regime: From Policy Rates to the Term Premium

The main macro challenge in 2026 is not weak growth, but inflation that remains higher for longer. As growth continues, inflation pressure, especially in wages and services, can return.

Even without new rate hikes, higher real yields affect asset prices. Bond markets are now driven more by government issuance and inflation expectations than by central bank decisions.

Long-term assets are more sensitive to yields, and valuation discipline matters across all asset classes.

  1. Public Markets: Concentration Risk Meets Capex Reality

Stock markets are still dominated by a small number of AI-driven mega-cap companies. However, investors are shifting focus from growth and scale to capital efficiency, monetisation, and balance sheet strength.

High concentration and stretched valuations, especially in the U.S., increase the importance of relative value and diversification.

What matters more in this phase is not sheer market exposure, but the quality of earnings and underlying valuation levels.

  1. Private Markets: Recovery with a Liquidity Filter

Private equity and venture sentiment has improved, but capital remains selective. While the European Venture Sentiment Index stayed positive through 2025, rising confidence is translating into targeted investments rather than broad risk-taking. For 2026, the main constraint is realisation pathways.

Although exits are improving, liquidity remains uneven, especially for earlier-stage and mid-tier companies, increasing the relevance of secondaries, structured equity, and venture debt.

Successful private-market strategies focus on exit readiness, capital efficiency, realistic timelines, and active liquidity management rather than relying on a single IPO window.

  1. Regional VC Outlook: Leadership Broadens Beyond One Geography

Venture capital leadership is broadening beyond a single geography. North America remains the global center, but the focus shifts from funding growth to proving profitability and defensible business models.

Europe shows a cautious recovery with strong thematic depth, yet faces the challenge of scaling global champions. Latin America continues to stabilise, led by Brazil, while the Middle East expands through sovereign-backed ecosystems. In Asia, capital concentrates where regulation, execution, and infrastructure align.

Venture capital is becoming more regional and differentiated, making local market dynamics and exit pathways increasingly important.

  1. Crypto: From Narrative to Infrastructure

Crypto in 2026 is shifting from speculation toward real financial infrastructure. Stablecoins, tokenised real-world assets, institutional DeFi, AI-driven on-chain settlement, and broader access via ETFs and indices are driving adoption. As utility increases, opportunities expand, but regulatory execution and credibility remain the key risks. 
 
The opportunity set expands as crypto adoption shifts from speculation toward infrastructure, while regulatory execution and credibility risks remain the central challenges.

Venionaire Capital Market Outlook 2026: Bottom Line

The opportunity is real, but the game has changed.

2026 is not about chasing every opportunity, but about choosing carefully, understanding risks, and focusing on quality, realism, and structure.

Risk assets can grind higher, yet leadership is narrower, valuations matter more, and the discount rate is no longer a sideshow.

Investors who adapt to higher structural volatility and regime-driven rotations will be best positioned to navigate the year ahead.

 

Disclaimer 

This publication is issued by Venionaire Capital AG. All rights to the content of this document—including text, data, charts, tables, images, and design—are reserved. Any copying, redistribution, extraction, or other use (in whole or in part) is not permitted without the prior written approval of Venionaire Capital AG, unless explicitly allowed by mandatory law. The material isprovided for general information only. It is not prepared with regard to any individual’s investment objectives, financial situation, or particular needs, and it does not constitute investment research within the meaning of applicable regulations. While Venionaire Capital AG has prepared this publication with reasonable care and may refer to sources considered reliable, norepresentation or warranty is made as to the accuracy, completeness, or continued validity of the information. Views, estimates, and forward-looking statements reflect the situation at the time of writing and may change without notice. 

Nothing in this publication constitutes financial, investment, legal, tax, or accounting advice, nor should it be understood as an offer or solicitation to buy or sell any asset or instrument. This includes, without limitation, digital assets/crypto-assets, tokens, derivatives, or securities. Markets for digital assets may be volatile and involve significant risk, including the risk ofpartial or total loss. Past performance is not indicative of future results. Readers should make their own assessment and seek independent professional advice where appropriate. 

Venionaire Capital AG shall not be responsible for any loss or damage arising from the use of this publication or from reliance on any information contained herein, to the fullest extent permitted by law. 

© 2026 Venionaire Capital AG. All rights reserved. 

Venionaire Capital at the Clinton Global Initiative 2025 Annual Meeting 

A Global Platform for Collaboration 

Venionaire Capital was honored to take part in the Clinton Global Initiative (CGI) Annual Meeting 2025, held on September 24–25 in New York City, and serving as an advisor for the Economy Working Group. The event once again gathered leaders from business, government, philanthropy, and civil society to address urgent global challenges and explore solutions through collaboration. 

For more than two decades, the CGI community has launched groundbreaking partnerships, bold investments, and influential social impact initiatives. This year, the stakes were higher than ever, with a renewed focus on moving bold ideas into real-world solutions. 

The Introduction of CGI Working Groups 

A key innovation at CGI 2025 was the launch of Working Groups. These curated, hands-on sessions were designed for strategic collaboration and real-time problem-solving. Unlike traditional panels or presentations, Working Groups provided immersive and structured conversations, focused on short- and long-term action. 

Each Working Group convened for a total of three hours over two sessions. Guided by the Chatham House Rule, participants could freely exchange ideas without attribution, fostering a safe environment for open and constructive dialogue. 

The format prioritized engagement and inclusivity. Rather than pitches or self-promotion, discussions emphasized shared values, scalable solutions, and opportunities for practical collaboration. This approach aligned closely with Venionaire Capital’s mission to drive sustainable impact by bridging capital markets with innovative entrepreneurship. 

Venionaire Capital leading the Economy Working Group 

CEO of Venionaire Capital, Berthold Baurek-Karlic, led the Economy Working Group as the Working Group Advisor. This group brought together investors, entrepreneurs, and thought leaders. The central question was how to reignite inclusive and resilient economic growth by strengthening international cooperation and leveraging the transformative power of technology. 

Through active participation, we engaged in dialogue on global economic resilience, the role of innovation, and the importance of cross-border collaboration. These discussions highlighted the complexity of today’s challenges but also the immense potential of collective action. 

Breakout Session: Building Global Relations 

In addition to the Working Group, Venionaire Capital participated in a special breakout session co-hosted by the World Venture Forum Foundation and Encubay:
“Building Global Relations: Strategy & Social Networking for Entrepreneurs and Investors.” 

The session explored strategies for building stronger international ties and creating opportunities at the intersection of innovation and investment. It offered practical insights for entrepreneurs and investors seeking to strengthen global networks and foster meaningful collaborations. 

Looking Ahead: From Dialogue to Action 

Participating in CGI 2025 was both an honor and an important step in our ongoing commitment to impact. The experience reaffirmed our belief that the world’s most urgent problems cannot be solved in isolation. Instead, they require cooperation across sectors, borders, and disciplines. 

By engaging in this global dialogue, we continue to build on its mission to connect ideas, people, and capital. Together, with our partners in the CGI community, we are determined to fuel inclusive growth, empower communities, and shape a more resilient and sustainable future. 

Deep Tech Rising Star: EXF Alpha Fund Invests in Photonic Computing Leader Q.ANT’s €62M Series A

EXF Alpha, the syndication fund managed by Venionaire Ventures S.à r.l., a subsidiary of Venionaire Capital AG, has joined the €62 million Series A funding round of Q.ANT. This German deep tech company is transforming computing with photonic processing technology designed for AI and high-performance computing (HPC).

A Strategic Investment in Next-Generation Computing

Q.ANT develops cutting-edge photonic processors that outperform traditional CMOS-based chips. Their technology delivers better energy efficiency and scalable performance – two essential features for growing AI and HPC infrastructure. As global data demands rise, Q.ANT’s solutions help reduce energy consumption while increasing computing power.

This funding round was co-led by Cherry Ventures, UVC Partners, and imec.xpand. Additional investors include L-Bank, Verve Ventures, Grazia Equity, LEA Partners, Onsight Ventures and TRUMPF.

Q.ANT: The Photonic Computing Leader

Based in Stuttgart, Germany, Q.ANT GmbH is a spin-off of TRUMPF, a global leader in industrial manufacturing. The company designs photonic chips that drive faster, greener data processing. Its innovations power applications in AI, sensing, and medical diagnostics.

“This investment proves that Europe has both the ambition and the capital to lead,” said Dr. Michael Förtsch, founder and CEO of Q.ANT. “It also connects us with strong partners who share our mission to shape the future of computing.”

By replacing electrons with light, Q.ANT builds processors that are not only faster, but also more sustainable.

Supporting Europe’s Deep Tech Ecosystem

At Venionaire Capital, we back European technologies that solve global challenges. Q.ANT’s innovation is a great example. Their processors offer data centers a way to boost performance while cutting energy use.

“We focus on deep tech from Europe with the potential for global impact,” said Berthold Baurek-Karlic, CEO of Venionaire Capital and Managing Director of Venionaire Ventures S.à r.l. “Q.ANT’s photonic architecture offers exactly that: performance, efficiency, and scalability.”

This investment fits our strategy to support breakthrough technologies that promise long-term value.

Aligning With Our Mission

We believe Q.ANT is well-positioned to lead a new era in computing. Their work shows that innovation and sustainability can go hand in hand.

We’re proud to support Dr. Michael Förtsch and his team as they redefine how the world thinks about computing power.

Mei Marie and RelaxTax Merge – A New Step Towards Simplified Tax Filing

In a strategic move to enhance the user experience and simplify the tax filing process, the Austrian tax-saving apps Mei Marie and RelaxTax have merged under the umbrella of Linde Digital. This merger brings together two innovative solutions aimed at making the tax assessment easier and more accessible for users. Venionaire Capital played a key role in advising on this merger, guiding both parties through the transaction to bring about a more powerful, integrated platform for Austrian taxpayers. With this fusion, the combined strengths of both apps are set to revolutionize the way users navigate their tax filings, providing a more comprehensive and user-friendly solution. 

The Origins of Mei Marie and RelaxTax 

Mei Marie, the tax app launched in October 2023, aimed to simplify the process of filing the employee tax assessment and maximize potential tax savings. Developed by the Linde Verlag, a well-known Austrian company specializing in law, economics, and tax matters, Mei Marie focused on empowering users with the knowledge and tools to identify where they could save on taxes. The app emphasized personal responsibility, guiding users on how to find and claim deductions. 

Soon after, in April 2024, RelaxTax, a Tax-Tech startup based in Vienna, followed suit. RelaxTax took a more hands-on approach by offering users “Tax Buddies” that assisted with tax filing. These characters, modeled after former Austrian politicians and public officials, added a light-hearted touch to the typically tedious process of tax adjustment. 

The New Bot Service – A Complete Solution 

One of the major developments following the merger is the introduction of the “Bot Service” for Mei Marie users. This means that Mei Marie users can now submit their tax adjustments directly to the tax authorities through RelaxTax’s platform, ensuring both security and compliance without relying on third-party providers. This step brings additional convenience and security to users. 

“Taxpayers face three key challenges when dealing with the employee tax assessment: What can I deduct? How do I properly substantiate my claims if the tax office asks? And how do I correctly submit my claims to the authorities to get my money back without any problems?” explains Berthold Baurek-Karlic, Head of Digital Transformation at Linde Digital and CEO of Venionaire Capital. “With the tips and archive features already in place, Mei Marie has solved the first two challenges. The Bot Service now completes the offering.” 

Expanded Features for Users 

The merger also brings expanded features for users of both apps. RelaxTax users will soon have access to the “SteuerSparBuch” from Linde, which serves as the foundation for Mei Marie. On the other hand, Mei Marie users can now take advantage of RelaxTax’s Bot Service and receive personal concierge-style support. Both apps will continue to offer free and paid versions, ensuring there’s a suitable solution for all users. 

“We want to maintain the distinct target groups of Mei Marie and RelaxTax within the employee tax assessment space, but we will also continue to specialize and refine our offerings,” says Baurek-Karlic. “For example, RelaxTax will develop into a multilingual app, which is an important step considering that around a quarter of Austria’s employees are non-native German speakers.” 

A New Chapter for Tax Filing 

The merger of Mei Marie and RelaxTax represents a significant step toward providing a more comprehensive, user-friendly, and secure solution for tax filing in Austria. With the introduction of the Bot Service, expanded features, and plans for multilingual support, tax filing is becoming more accessible and understandable for a wider range of people. 

Venionaire Capital was pleased to advise on this transaction, helping bring together these two innovative solutions that are set to redefine the tax filing process. The future of tax-saving apps looks promising, and this merger sets a new standard in the world of digital tax services. 

Monkee and Biome Diagnostics Shine in Top Startup Ranking

Staying at the forefront of venture capital requires an eye for groundbreaking opportunities. Venionaire Capital and Venionaire Ventures S.à r.l., manager of the EXF Alpha S.C.S fund for the European Super Angels Club (ESAC), are excited to see two of the fund’s standout portfolio companies, Monkee and Biome Diagnostics, recognized as top Austrian startups for their innovation. Both were featured in the recent issue of trend, one of Austria’s leading business publications, showcasing their contributions to their respective fields. 

Monkee and Biome Diagnostics: Leading in Innovation 

Monkee, ranked 4th, is transforming personal finance with its “Save Now, Buy Later” platform that promotes healthy saving habits without relying on credit. Meanwhile, Biome Diagnostics, ranked 10th, is advancing personalized medicine with products like myBioma for gut health analysis and BiomeOne for predicting immunotherapy responses. Both startups exemplify impactful innovation in their respective markets and demonstrate the effectiveness of Venionaire Capital’s strategic investment approach. 

Insight into the Evaluation Process 

The list of the 150 most innovative companies in Austria represents a redefined view of the national business scene. Compiled by trend. in partnership with the German market research firm Statista, the process involved over 25,000 individual assessments. Moreover, the ranking featured the top 10 ATX companies, the 20 best international firms with Austrian subsidiaries, the 20 leading startups, and 100 other innovative businesses led by Alpla. 

Patents were an important criterion, but the assessment extended beyond that. The process included surveys of 9,000 employees and consultation with 400 innovation experts. 

The Final Scores 

A 40-member expert jury, comprised of seasoned business consultants, patent attorneys, and startup specialists, played a crucial role. Their evaluations held significant weight in the final scores. This jury provided invaluable insights into product and process innovation, as well as innovation culture, offering a comprehensive view beyond standard metrics. 

Venionaire Capital’s Focus on Growth and Innovation 

Venionaire Capital is dedicated to nurturing forward-thinking startups through the EXF Alpha S.C.S fund managed by Venionaire Ventures S.à r.l. The recognition of Monkee and Biome Diagnostics highlights the effectiveness of this strategy. Supporting companies that push boundaries reinforces Venionaire’s commitment to fostering progress in various industries. 

Acknowledgments like these emphasize the dedication of portfolio companies and the strategic acumen of Venionaire Capital. The firm looks forward to enabling more innovative solutions and creating value for its investors. 

 

The Future of Climate Summit Vol II: A Landmark Event for Sustainable Innovation

The world is at a critical juncture in the fight against climate change. According to the Intergovernmental Panel on Climate Change (IPCC), climate change could become irreversible by 2030. With just seven years left to create meaningful change, the urgency to act has never been greater. In response, the PDIE (Purpose Driven Innovation Ecosystem) Group and Venionaire Capital are hosting “The Future of Climate Summit Vol II.” This event will unite influential voices and leaders to address the global climate crisis. 

  

A Pivotal Moment in the Climate Movement 

Scheduled for September 20, 2024, “The Future of Climate Summit Vol II” will take place at Dentons Law Firm’s head office in New York Midtown. This summit promises to be a significant step toward a sustainable future. It will provide a platform for experts, visionaries, and changemakers to exchange ideas and present innovative solutions to the climate crisis. 

  

Organized in collaboration with The Earthshot Prize, this event underscores its importance and potential to drive real change. 

  

Exploring “Positive Futures Enabled by AI” 

The summit’s theme, “Positive Futures Enabled by AI,” focuses on critical topics. These include energy transition, the future of sustainable cities, decarbonization, food and agriculture, and natural capital and biodiversity. These discussions aim to encourage collaboration and generate actionable strategies to address climate challenges. 

  

Moreover, the summit features an impressive lineup of speakers, including: 

  

Xiye Bastida: Youth activist who rallied 30,000 followers for Fridays for Future in New York. 

Augusto Lopez-Claros: Chairman of the Global Governance Forum. 

Hindou Oumarou Ibrahim: Earthshot Prize Council member and advocate for Indigenous peoples’ rights. 

Daniel Blackman: Senior Advisor for STEM Recruitment and Diversity at the United States Environmental Protection Agency. 

Dr. Luke Haverhals: Founder and CEO of NFW, a company dedicated to creating sustainable materials. 

  

These speakers bring diverse perspectives and innovative ideas to ensure the summit is enlightening and impactful. 

  

A Call to Action for a Sustainable Future 

Christian Schmitz, founder and CEO of PDIE Group and Associate Partner at Venionaire Capital, emphasizes the importance of this event. He states, “We believe that by bringing together outstanding solution providers, investors, and global leaders, we can accelerate progress toward a sustainable and resilient future. Through engaging discussions, impactful collaborations, and visionary ideas, we aim to create a community committed to solving our climate crisis and making a lasting impact.” 

  

Berthold Baurek-Karlic, CEO and founder of Venionaire Capital, shares this sentiment. He says, “At the Future of Climate Summit, I expect groundbreaking innovations to address our planet’s most pressing challenges. This summit will bring together a dynamic mix of innovators, thought leaders, and investors. It will create a powerful platform for collaboration and progress. I am confident that the synergies formed here will drive impactful solutions and pave the way for a sustainable future.” 

  

Secure Your Spot at This Landmark Event 

With limited seats available, “The Future of Climate Summit Vol II” encourages individuals and organizations to secure their participation. This is more than just an event—it is a crucial gathering of minds dedicated to ensuring a sustainable future for generations to come. 

 

Spot Reservation: https://pdiegroup.com/future-of-climate-summit 

Revolutionizing Workplace Nutrition: The Launch of Linde Digital’s Social Snack Bar

In today’s fast-paced work environment, maintaining a healthy diet and fostering social responsibility is challenging. Recognizing this, Linde Digital has launched the Social Snack Bar. It was developed in close strategic partnership with Venionaire Capital, who proudly holds a stake in Linde Digital. This innovative app simplifies employee access to snacks and meals at work while promoting healthy eating and social responsibility.  

  

What is the Social Snack Bar? 

The Social Snack Bar allows companies to create a virtual snack store for their employees. Employers simply upload photos and descriptions of available snacks, transforming the workplace into a convenient digital marketplace. Employees can browse the selection, check available quantities, add desired snacks to a cart, and complete their purchase—all within the app. Moreover, the Social Snack Bar isn’t just a digital vending machine. It empowers companies to promote healthier lifestyles and demonstrate a commitment to social causes. 

  

A Win-Win for Employers and Employees 

One standout feature is its seamless integration with existing company systems. Employers can set up meal vouchers or subsidies directly in the app. This allows employees to see their current balance and make informed purchases. This feature is particularly beneficial for companies encouraging healthier eating habits. 

Furthermore, the app’s backend automates several processes. It generates a list of consumed snacks and forwards it to payroll. This ensures that snack costs are accurately reflected in salary calculations without manual effort. Additionally, the app manages inventory by automatically creating a shopping list based on real-time data, simplifying the restocking process. Best of all, companies can access these benefits for just 1 Euro per user, with a flexible monthly contract. 

  

A New Level of Social Responsibility 

The Social Snack Bar also offers a unique way to engage in corporate social responsibility. Employers can assign tags to individual products, setting lower prices for healthier snacks. They can also add a small donation to a charitable organization for every healthy snack purchased. “The key to this approach is that employers can assign tags to individual products,” explains Benjamin Jentzsch, Managing Director of Linde Digital and Linde Verlag. “For example, the price of healthy snacks can be set lower, and the company can also add a small donation to a charitable organization. This creates an extra incentive to promote healthy eating, social responsibility, and the well-being of the workforce. The accumulated donation amount is displayed in the app.” 

 

A Partnership for Innovation 

Since 2022, Linde Digital GmbH, a subsidiary of Linde Verlag, has been developing new digital business models. The Social Snack Bar is one of their latest innovations. It was developed in close strategic partnership with Venionaire Capital. Together, we create tools that address business needs and contribute to a healthier, more socially responsible work culture. 

  

Looking Ahead 

As companies explore ways to enhance employee well-being and promote social responsibility, the Social Snack Bar stands out. It’s more than just providing snacks—it fosters a healthier, more connected, and socially responsible workplace. The Social Snack Bar’s launch marks an exciting step forward in workplace innovation. We look forward to seeing its positive impact on companies and their employees. 

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sfo@venionaire.com

NEW YORK CITY, USA

122 East 37th Street
First Floor
New York, NY 10016
nyc@venionaire.com

LONDON, UK

Gable House, 239 Regents Park Road
London N3 3LF
office@venionaire.com

MUNSBACH, LUX

3 rue Gabriel Lippmann
5365 Munsbach
office@venionaire.com

LOOKING FOR FUNDING?

FOR STARTUPS

Venionaire Capital exclusively invests through the European Super Angels Club, for more information and application please go to the website. We do not accept direct investment proposals via this website.