Freise: Traditional SaaS Models Will Remain Good Investments Despite AI Hype
Philipp Freise · KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings · Jun 30, 2025 · at 21:13
Philipp Freise is Co-Head of European Private Equity at KKR, evaluating whether traditional B2B SaaS software investments remain attractive during the AI investment wave.
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“When you see those winners, you better invest in double down and triple down, but it doesn't mean that software, you know, SaaS models investment, that is the bread and butter of many in our industry still. Will not be good investments anymore, and you just have different cycles there.”
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