E379 | Sandeep Bakshi, Prosus Ventures: The evolution of the European marketplace landscape

In this episode of The European VC Podcast, Andreas interviews Sandeep Bakshi, Head of European Investments at Prosus Ventures, about the role of AI in disrupting marketplaces. Sandeep discusses Prosus Ventures' investment strategy, focusing on long-term growth and their interest in AI for commerce and marketplaces. The conversation dives into how AI is creating operational efficiencies in marketplaces, using iFood as an example, and generative AI applications in companies like SuperSide. They explore AI's impact on shopping habits, the potential of AI agents, and investment opportunities in European AI-driven marketplaces, highlighting the region's technical talent and focus on sustainability and trust. Sandeep also shares his personal journey and beliefs, including his evolving views on remote work, recaps, and valuation disconnects.