Clips
19 Nov 2025
AI EXPOSED a Multibillion-Dollar Gap in Venture Capital Funding
About this video
AI just exposed a multibillion-dollar funding gap in venture capital that everyone missed for decades. Michael Ströck and Felix Staeritz, founders of Allocator One, reveal insights from evaluating 1,000+ funds globally and investing in 20+ emerging managers, with multiple funds already achieving 2x-3.5x returns in just 18 months.
In this Alpha Summit presentation, discover:
- The $15B+ alpha gap: why high-performing emerging GPs are systematically underfunded
- How 400+ conversations with fund managers worldwide uncovered hidden opportunities
- Why 40%+ of specialized first-time funds deliver 5x returns
- How AI, robotics, quantum computing, and decentralization are reshaping investing
- Why capital over-concentration in Silicon Valley creates massive global opportunities
- How venture trends now predict private equity disruption across traditional industries
Michael and Felix explain their deep scouting method for identifying exceptional fund managers and reveal Infra One, their initiative enabling high-quality fund creation worldwide.
Allocator One Founders: Michael Ströck \u0026 Felix Staeritz,
Event: Alpha Summit '25
Connect with the founders:
Michael Ströck: https://www.linkedin.com/in/mstroeck/
Felix Staeritz: https://www.linkedin.com/in/felixstaeritz/
Duration
8 min