Prediction Open AI assessment confidence: 95% certainty 4/5 debate potential 3/5

Freise: $0-$100M ARR AI Scaling Speeds Will Not Become the Norm

Philipp Freise · KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings · Jun 30, 2025 · at 21:03

Philipp Freise, Co-Head of European Private Equity at KKR, responds to Harry Stebbings' observation of hyper-scaling AI companies by arguing these fast-growing winners are rare exceptions.

0:00 / 0:08exact quote · 8.9s
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“So I'm making the bold prediction that you have just seen three of the incredible winners in the space, but they will be not the norm for whatever comes afterwards.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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