Andre de Haes
22 Nov 2025Intercom, BackedVC $100M, Beside $30M, TabPFN-2.5, Alex Karp, Molly O’Shea, Bryan Johnson
Andre de Haes: Backed VC's $100M Fund III
Andre de Haes walks through Backed VC's 2016 origins as a founder community and events platform, and how the flywheel of early-stage founders becoming LPs and getting re-backed at much faster scale (Zero Gravity, Esker, CoMind) culminates in the $100M Fund III announced that morning on Sifted. He covers what gets easier (trust, sourcing, spotting 'generational founders') versus harder (managing 80 LPs, competing with Sequoia and Lightspeed on deals while defending a 97% win rate), plus his philosophy on stress and doing right by founders when companies fail. He also reacts to the YC-backed 'brain rot' coding-tool controversy, saying Backed only backs fundamental breakthroughs in healthcare, manufacturing, or finance with the ambition of building Europe's first trillion-dollar company.