Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe's first pan-European incubator. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 02:06 The $100M Dot-Com Failure That Changed My Career 06:22 ”We Lost $500M in Turkey.” 07:39 Do You Take Market Timing Risk? 11:02 Is Sticking to Deployment Cycles Still Smart? 12:40 KKR’s Ruthless Portfolio Discipline: Love Doesn’t Matter 14:55 Do Power Laws Apply in PE? Freise Destroys the Myth 17:03 The Truth About Capital Intensity in the Age of AI 18:53 Can AI Kill the PE Model? Here’s What Philipp Says 23:22 The Secret to Gr...