3VC

We believe in entrepreneurs with big ideas and the determination to drive humanity forward.

[Peter Lasinger @peterlasinger]

Why Most AI Startups Die: Survivability Matrix 📊

Viability hinges on 2 metrics: Gross Margin (GM=efficiency) & Net Revenue Retention (NRR=customer love).

Company positions:
💀 Dead Zone (Low GM/Low NRR): No lock-in, high compute, no unique data. Free funnels for Big Tech, then gone.

⏳ Efficiency Trap (High GM/Low NRR): Strong unit econ, but one-time fixes. High churn = endless CAC treadmill.

💸 Subsidized Utility (Low GM/High NRR): Loved product, but customization/delivery costs too high. Looks good while bleeding cash.

🌱 Compounder (High GM/High NRR): Holy Grail. Deep dependency + improving econ at scale.

Hype starts it; only Compounders survive.

Where's your biz? 👇

[Peter Lasinger @peterlasinger]

Funny until it’s real. Agentic AI - systems that act and spend without a human "click" - poses massive safety and legal risks.
Full thoughts on the "Lobster in the Machine" here: 👇
https://t.co/N4nQkHTimR

[Peter Lasinger @peterlasinger]

Big news: @KaiaHealth is joining @swordhq in a up to $285M deal. 🚀

Since 2020, we’ve supported in Kaia’s mobile-first AI and the believe that "software is eating pills". Today, that contrarian thesis is global reality.

@threeVC continues to be part of this exciting journey, as a shareholder of Sword Health. Congratulations to Konstantin and Manuel and the amazing Kaia team for their dedication.

European foresight, global impact. 📈

[Peter Lasinger @peterlasinger]

Mind blown after a growth roundtable with the legend @SeanEllis here in Vienna! 🚀

Key takeaway: Product-Market Fit is a number, not a feeling. If <40% of your users would be "very disappointed" without you, STOP scaling and fix the product.

#GrowthHacking #PMF #Startups

[Peter Lasinger @peterlasinger]

The most dangerous playbook is the one that worked perfectly for a world that no longer exists.

Why are investors like Peter Thiel now talking about the Antichrist & Armageddon? Not religion, but a search for new frameworks. Old models fail in an age of exponential AI & chaos.

Two risks:
- Armageddon: Catastrophic self-destruction (AI, nukes).
- Stagnation (Antichrist): A deceptive, tech-managed "utopia" that trades freedom for comfort, leading to a slow, spiritual death.

The investment thesis? Navigate the "Katechon" (narrow path):

Skeptical of centralization/surveillance.

Favors decentralization, individual sovereignty, human agency (e.g., #Bitcoin, biotech, new energy).

We need new maps to invest in a future that avoids both fiery destruction & soul-crushing boredom. #VentureCapital #PeterThiel #FutureOfTech

[Peter Lasinger @peterlasinger]

The startup world is blinded by survivorship bias. We copy the 1% of winners, ignoring the lessons from the 99% that failed.

It's like reinforcing a plane where you see bullet holes, but ignoring the fact that planes shot in the engine never return.

The real insights aren't in the success stories; they're in the graveyard.

Study failure. That's where the alpha is.

#Startups #VC #Investing #Bias

[Startup Kitchen @StartupEvaluat1]

🔥 Big thanks to @threeVC for joining the Reverse Pitch stage at Startup Grilling 2025!

@peterlasinger, Managing Partner at 3VC, brought clarity, experience, and founder-first thinking to the grill — no deck, no fluff, just real insight.

[Peter Lasinger @peterlasinger]

AI Won't Kill the Junior Developer. It Will Kill the Unimaginative Investor.

Silicon Valley, led by figures like Marc Andreessen, claims AI will automate all jobs except venture capitalists, whose "human" roles seem immune. This self-serving view is wrong.

AI doesn't replace talent; it enhances it. Revolutionary AI empowers great professionals to excel, not novices to create mediocrity. It’s the difference between a liability and a productivity tool.

The real risk is to investors, not adaptable developers. Investors stuck in old paradigms, unable to distinguish gimmicks from true multipliers, face extinction. They ask, "Who does this replace?" instead of "Who does this empower, and by how much?"

The future belongs to companies that augment workforces, not displace them. Returns will go to investors who identify empowerment, not those betting on replacement. Unimaginative VCs, blind to this shift, are the ones at risk.

[Peter Lasinger @peterlasinger]

Forget AGI. The future of AI is the "Iron Man suit"—tools that augment, not replace.

The generational companies will be those that build:

🕹️ An "Autonomy Slider" to give users control & build trust.
💻 An intuitive GUI for today's "command line" prompt.

The opportunity isn't replacing humans, but creating the perfect human-AI partnership.

Are we too obsessed with full autonomy?

#AI #Startups #VC #ProductDesign

[Peter Lasinger @peterlasinger]

For decades, innovation in the physical world was stuck waiting for simulations. That era is over.

A new paper from the #EmmiAI research team (arXiv:2502.09692v3) dismantles this bottleneck.

What's now possible:
- CAD to simulation instantly
- Supercomputing on a single GPU
- Physics-guaranteed results

This isn't just faster—it's a new industrial flywheel. The real, defensible value is in foundational models that change the physics of an industry, not thin wrappers.

#AI #DeepTech #Simulation #Innovation

[Peter Lasinger @peterlasinger]

Massive congrats to @PactumAi on its $54M Series C led by @insightpartners!
Proud to be early backers of this team. Their agentic AI is revolutionizing enterprise procurement by autonomously negotiating deals. The future is autonomous.
#AI #AgenticAI #VentureCapital #Procurement @threeVC

https://t.co/UkogaePOHZ

[3VC @threeVC]

Excited to be back in Prague next week with @StartupEvaluat1 for their 3rd Startup Grilling 🔥 If you'd like to meet our partner @peterlasinger while he's in town, reach out to us anytime! 👋

[Startup Kitchen @StartupEvaluat1]

🔥🍢 Startup Grilling is back for its 3rd edition – bigger, sharper, and better seasoned than ever! And we’re kicking things off with our first confirmed VC partner: DeepTech @threeVC 🤖

🎤 @peterlasinger, Managing Partner at 3VC, will step into the flames – pitching in front

[Peter Lasinger @peterlasinger]

Very happy and excited that we made this happen. This is unique opportunity to dive into venture capital and learn what it takes to identify and (support to) build great companies. Become part of the rock-star 3VC team. Read more and apply below.👇 https://t.co/4MAtE40fhR

[Peter Lasinger @peterlasinger]

Exciting News: @alxndrmrrps Promoted to Associate at @threeVC

Congratulations, Alexander – we are incredibly excited to support you in this next chapter of your journey at 3VC!

[Peter Lasinger @peterlasinger]

@derbrutkasten What excites us most about Emmi AI is their capacity to tackle previously unsolvable engineering challenges. By delivering 'GPT Moments' in industrial simulations, they're empowering engineers to push the boundaries of what's possible. @threeVC

[Peter Lasinger @peterlasinger]

Exciting news! Federico has been promoted to Principal at 3VC ! His relentless dedication to founders, key roles in investments like @fundcraft_lu & @simpleclub, and the trust he’s built across our ecosystem make this an obvious next step. Huge congrats, Federico - onward! #FoundersFirst #VC @threeVC

[Peter Lasinger @peterlasinger]

It was a pleasure sharing my @threeVC experiences and insights on follow-on rounds—challenges, best practices, and more—alongside @cwintoniak and Lisa Pallweber at the #investaustria Lounge. The engaged crowd of investors made it even better!

Key Takeaways:
1. Always plan for the next round (or equity event).
2. Alignment is critical—founders, angels, and (strategic) investors may have different priorities.
3. Keep your options open to work with people you respect for the long haul.

[Peter Lasinger @peterlasinger]

Big news from @Klarna : they ditched 1,200 #SaaS tools, including @salesforce , not to kill SaaS, but to rethink it. Why? Fragmented data was choking their #AI experiments. Enter graph tech (eg. @neo4j ) and a unified knowledge stack - productivity soared. Klarna CEO Sebastian Siemiatkowski says this isn’t SaaS’s end, but a wake-up call: consolidate, go AI-first, or fade. Salesforce could still win big.

[Circeus @circeusHQ]

@NFX @QEDInvestors @endeavor_global @645ventures @threeVC @GruppoCDP @PrimoVc https://t.co/I7Qn3RIBvI

[Peter Lasinger @peterlasinger]

Most chase 10x growth, but true VC wins are 50x+. The key? A must-have product, scalable sales, and a big market. No clarity? No deal. How do you assess growth?