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    Investing in the agent-first economy

    Yo! I'm Andy Lenz, Founder of t3n and heise ventures.

    I invest as an LP in early-stage funds, micro VCs and solo GPs, and as a business angel in Agentic AI, tech infrastructure, longevity and fintech.

    One core thesis. Eight convictions on the future of life, technology and capital.

    #00 · CORE THESIS

    Not agentic-first?
    Uninvestable!

    Companies without a company brain, a living memory of their data, decisions and know-how that agents can act on, will not scale with AI. They add headcount instead of leverage. That's where capital will stop flowing.

    #01

    AI is not a bubble. It is the largest capital reallocation of our lifetime.

    We are entering an infrastructure supercycle across compute energy and data and we are still early.

    #02

    The internet is being rebuilt for machines.

    From browsing to asking, from clicking to doing. Agents, not users, will define usage and demand.

    #03

    Agents don't click. They execute. UI is legacy. APIs are distribution.

    As agents outnumber humans online, power shifts from interfaces to agent-native systems. Execution replaces attention as the primary battleground.

    #04

    In AI, Europe's edge will be trust, not intelligence.

    Data protection, sovereignty and open source are not obstacles, they are infrastructure and create a structural advantage for defensible AI systems. The only trust-based AI ecosystem on the planet is being built here.

    #05

    Finance is becoming programmable and agent-native.

    Stablecoins, real-world assets and onchain markets, combined with institutional adoption, create a perfect storm for autonomous capital and agent-driven trading.

    #06

    Non-engineers become CTOs. When everyone can build, everything gets built.

    The bottleneck was never the idea. It was the build. AI removes it. What follows is an explosion of founders, products, apps and companies the world has never seen.

    #07

    Robotics is AI's real endgame and it scales itself.

    Once machines design, build and deploy machines, growth decouples from human labor entirely. We are entering the first era of self-compounding physical GDP.

    #08

    Longevity & Prevention is the next trillion-dollar asset class and AI is the unlock.

    Time is the most undervalued investment, literally! When AI meets biology, health becomes predictable, preventable and personal. The companies that own the loop between data, diagnostics and intervention will define the next era of healthcare.

    From first ticket to unicorn.

    years building t3n
    15+
    angel investments
    12
    VC funds as LP
    10
    unicorns via funds
    7
    exits
    2

    Building what’s next.

    From founder to investor. Backing bold people, transformative technologies and a future worth building.

    Johanna Heise and Andy Lenz at the Heise Group
    Johanna Heise (CEO heise ventures) & Andy Lenz (Co-Founder heise ventures)

    After more than 15 years of building t3n into one of Germany’s leading tech media brands and successfully exiting to the Heise Group, I shifted my focus from building one company to backing the next generation of founders via TR3X Ventures and heise ventures.

    Today, I invest in ambitious entrepreneurs and transformative technologies through direct investments and venture capital funds. Beyond capital, I bring firsthand founder experience, strategic insight, brand-building expertise, and a strong network across Europe's tech ecosystem. My investment philosophy is driven by long-term conviction, curiosity, and a belief in a future worth building.

    Andy Lenz

    Founder. Investor.
    Brand builder.

    Andy Lenz is a tech investor, founder and brand builder from Hannover, Germany. He co-founded t3n and spent more than 15 years building it into one of Germany's pioneering media brands for the digital economy.

    Today he is co-founder and venture partner of heise ventures, the venture unit of the heise group. He invests as an LP in early-stage funds, micro VCs and solo GPs, and backs founders as a business angel in Agentic AI, tech infrastructure, longevity and fintech. He founded new zapiens, a hub for healthspan maximization, and advises ShopAgentic on brand and growth.

    For more than ten years he has advised Lower Saxony's Ministry of Economic Affairs and State Chancellery, including as a member of the state's startup advisory board.

    Off the clock: family & friends, the beach, padel, gadgets, pitch decks and 🔥 brand building ✌️.

    Author profile at t3n ↗

    I talk about

    • Agentic-first companies and the company brain
    • Why Europe's AI edge is trust, not intelligence
    • Longevity as the next asset class
    • Building a media brand: 15+ years of t3n
    • Investing as an LP in micro VCs and solo GPs
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