Anne Bouverot

I was delighted to participate in two panels at IPEM this year—one on “How AI is rewriting the PE playbooks” alongside Gaël Gibert from Advent and Guillaume Princen from Anthropic, and another on “Investing in the AI revolution” with Lauriane Requena from KKR and Astrid Moullé-Berteaux from Headline. At Seven2, we see AI not as a buzzword, but as a true industrial revolution—akin to electricity in its transformative potential. The real opportunity for private equity isn’t in chasing the next unicorn, but mostly in helping established companies harness AI to drive operational excellence and margin expansion. Our focus is on the “boring” but powerful applications of AI: automating repetitive tasks, optimizing processes, and leveraging proprietary data to revisit business models and create defensible advantages. The question for investors is not whether AI will change the landscape, but whether you want to own the companies before or after that transformation. We’re building the next generation of AI-enabled market leaders and keep an eye on AI-native companies that combine robust AI applications with high-value services. These businesses are particularly attractive for LBO: they already generate EBITDA, have a clear and growing role in supporting traditional companies to adopt AI, and are resilient against being displaced by hyperscalers. Stay tuned for more on how we’re putting this vision into action. #IPEM #PrivateEquity #AI #ValueCreation #Seven2

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Today we reached a massive milestone at Zama : bootstrapping in less than 1 milliseconds. Bootstrapping in FHE allows “cleaning” the noise in encrypted data, and is responsible for the vast majority of the computation time. Thus, the faster bootstrapping gets, the more confidential transactions per second the Zama Protocol can process. We achieved this after years of research on efficiently using GPUs for FHE. The results are MINDBLOWING: Boostrapping latency: - 2021: 53 ms - today: 0.9 ms - speedup: 56x When applied to integers arithmetics, the results are even more insane: 64 bit encrypted addition latency: - 2022: 2,000 ms - today: 8.7 ms - speedup: 230x 64 bit encrypted multiplication latency: - 2022: 13,000 ms - today: 32 ms - speedup: 400x To understand what this means in practice, lets look at confidential stablecoin transfers: - 2022: 0.1 tps - today: 230 tps - speedup: 2,300x And it’s so cheap also: about $0.0001 / transaction for a confidential stablecoin. Tldr; FHE is now FASTER than Ethereum and most L2s! And it’s only a matter of months before we can reach 1000 tps. Next steps: build an FHE ASIC to reach 100k tps by 2029. Enough to cover Visa, Mastercard and SWIFT volume combined. 🚀🚀🚀 Full post in the comments

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Feldhoff & Cie invests in Europe’s most promising female founders Yesterday, Auxxo announced the first closing of Auxxo Female Catalyst Fund II, raising €26 million to invest in early-stage European startups with female founding teams. We are proud to be part of this commitment to expanding access to capital and driving lasting change in the venture landscape. Congratulations to Bettine Schmitz, Dr. Gesa Miczaika, the whole Auxxo Female Catalyst Fund team and all fellow investors who share this vision. Excited to see what we can build together! 

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🚀 Last news, yes it is summer time and we still do deals ! We are excited to support deeptech innovation in healthcare. Better Angle is proud to join the €2.5M seed round of AUSTRAL Dx and Philippe Mendels-Flandre, alongside leading investors including SORBONNE VENTURE by AUDACIA, Aloe Private Equity, IXCORE GROUP, Kima Ventures, Super Capital, and several business angel networks (Capital Cell, Paris Business Angels, Angels Santé). Austral Dx is transforming cardio-pulmonary diagnostics with a non-contact, AI-powered medical device that delivers rapid and objective assessments in under two minutes. Their breakthrough ultrasound-based technology could reshape emergency care and help reduce ER overcrowding — a critical pain point with over 4 million annual visits related to respiratory distress or chest pain. We’re excited to back a visionary team addressing an urgent and global healthcare challenge. This is deeptech with real-world impact — and just the beginning. 👉 Learn more about their mission and technology, link in comment #HealthTech #Deeptech #CardioPulmonary #StartupInvestment #BetterAngle #MedicalInnovation #AIinHealthcare #AustralDx

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🎙️ Special IBC 2025 Episode – Retention Zone One of the most interesting conversations I had at IBC this year was with Gilles Domartini, CEO of Cleeng, right after the second edition of Retention Zone Live. We talked about how innovation in subscriptions is shifting — becoming more accessible and more intelligent. 👉 The big headline: Cleeng Pro. ➡️ A simplified way for any mid-sized publisher to launch a subscription service in under 60 minutes. ➡️ With just a few clicks you can create offers, set up a subscription page, consolidate app store data, and enable customer care. ➡️ And the real game changer? The first 10,000 monthly subscribers are free. ➡️ No contracts, no upfront cost — just the freedom to experiment, learn, and grow. For Vimeo users and smaller publishers frustrated by limited analytics, this could open entirely new doors. 👉 The second big announcement: ChurnIQ AI-ssistant. ➡️ Imagine a retention super-expert on demand. You ask: who’s at risk of churning, on which platform, and what’s the revenue impact? You get the answer instantly. ➡️ But more importantly, it doesn’t stop at insights. It suggests proven remedies, integrates with tools like Braze or Mailchimp, and can trigger campaigns automatically. It’s agentic AI in action — analytics flowing directly into decisions and execution. 📲 Finally, Gilles reminded me why we started Retention Zone in the first place: to create a space where the industry can share real challenges and shape better solutions together. That dialogue has already influenced Cleeng’s roadmap, and it shows the power of community in innovation. A guy with a scarf Benedicte Guichard Alexis Gaï Kirstin White Hjalmar Koedijker Joachim Bergman Kamila Palka Enzo Bermond Kübra Güven Chris Welsh #IBC2025 #RetentionZone #Subscriptions #AI #Streaming

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Excellent essai d'Aaron Benanav de l'université Cornell. «The present frenzy surrounding artificial intelligence will not last forever. As the limitations of generative AI become clearer, and as the economic returns on massive corporate investments fail to materialize at the expected scale, the speculative bubble will inevitably burst. When that moment comes — as it did after the dot-com crash, and again after the robot hype of the 2010s — we will face a critical choice. We can resign ourselves to another cycle of technological disillusionment, or we can ask more fundamental questions about how technology might genuinely serve human needs. If we are to meet the challenges of the coming decades — from the climate crisis to the conclusion of the demographic transition to the pursuit of lives of greater freedom and meaning — we will need not more speculation about machines that will save us, but deliberate, collective action to shape our technological futures. The task ahead is not merely to anticipate what AI will do to us. It is to determine what we, as societies, intend to do with AI. We must insist that technological development be measured not by shareholder returns, but by its contribution to building a more just and humane world.» https://lnkd.in/eazVZCuD

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