Lucid’s Substack

Cutting through the hype: digital avatars & virtual identities

Why digital avatars are inevitable, what many startups misunderstand about digital interactions, and why real-time video may not be the game changer…

May 8, 2024 • 

Lucid Capital

March 2024

Breaking the ERP Deadlock

Why legacy ERPs may no longer be immortal.

Mar 3, 2024 • 

Lucid Capital

February 2024

From inception to exit: the LeanIX success story

Our GP Johann interviews our LP & Capnamic Managing Partner Jörg Binnbrücker on his journey investing in LeanIX at Day 0 and his involvement all the way…

Feb 11, 2024 • 

Lucid Capital

December 2023

Services turned software: A new dawn fuelled by AI?

Why we might be at crossroads of what Software-as-a-service means, why asking for a product or a service company may no longer be relevant, and our…

Dec 22, 2023 • 

Lucid Capital

November 2023

Lucid Dreaming VII: Automation Next

Our GP Yash segments the enterprise automation space and shares predictions for the future of this category

Nov 5, 2023 • 

Lucid Capital

October 2023

Lucid Dreaming VI: AI Field Notes

Our GP Srecko reports on his learnings on AI in the field with 100s of LPs, Enterprises and Founders

Oct 8, 2023 • 

Lucid Capital

September 2023

Lucid Dreaming V: David vs. Goliath?

Why we believe in challenging large incumbents in horizontal markets and tactics to take down legacy players

Sep 24, 2023 • 

Lucid Capital

Lucid Dreaming IV: Vertical SaaS - The European Opportunity?

Our GP Yash outlines some of the challenges founders may face in building vSaaS companies in Europe, but indicates how the segment's potential might be…

Sep 9, 2023 • 

Lucid Capital

August 2023

Lucid People III: Interview with Srecko

Continuing our interview series with the individuals who have shaped Lucid Capital's short history.

Aug 20, 2023 • 

Lucid Capital

July 2023

Lucid Dreaming III: The Founder Napkin

How we at Lucid go about assessing founders & teams

Jul 30, 2023 • 

Lucid Capital

Lucid People II: Interview with Johann

Continuing our interview series with the individuals who have shaped Lucid Capital's short history.

Jul 16, 2023 • 

Lucid Capital

Lucid Dreaming II

The Future of Fintech and Why We Still Believe in It

Jul 2, 2023 • 

Lucid Capital