Christian Meermann
3 Dec 2025etn. Episode 14
17:0818 min
Christian Meermann: Cherry Ventures, AI Bubble & Europe's Trillion-Dollar Company
Cherry Ventures' founding partner explains how he and his Zalando co-founder went from consulting and Zalando's early days through its IPO to launching Cherry nine years ago, including the strawberry-farm origin of the fruit-themed name. He argues some AI valuations look bubbly, says Europe's first trillion-dollar company could come from the application layer (though Cherry also backs adjacent bets like Proxima Fusion, a photonic-chip maker and The Exploration Company), and notes Cherry is now ~90% B2B but still open to consumer. He also describes the partner-pair process of building sector theses so the firm can move fast when meeting founders.