EUVC

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Channel • 5 Shows

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19 Jun

⁠Ramzi Rizk⁠⁠ (WIP Capital)⁠⁠: The alpha is in sci-fi, not SaaS

The next generation of great founders will be scientists and engineers. That's the argument of ⁠Ramzi Rizk⁠, General Partner at ⁠WIP Capital⁠, a €10 million solo-GP fund backing scientists and engineers at the intersection of bio, neuro and foundational AI. In this episode, ⁠Andreas Munk Holm⁠ speaks with Ramzi about why the biggest opportunities in venture are moving beyond SaaS, how AI is accelerating scientific discovery and why founders with deep technical expertise may have an advantage in building the next generation of category-defining companies. The conversation explores Ramzi's recent visit to the Asilomar neurotechnology conference, Europe's opportunity in deep science, the idea that the natural world is becoming computable and the lessons he's learned from building companies, making more than 60 angel investments and launching WIP Capital. Topics covered Why the next generation of founders will be scientists and engineersWhy the alpha is in sci-fi, not SaaSLessons from the Asilomar neurotechnology conferenceEurope's opportunity in deep science and researchWhy the natural world is becoming computableHow AI is accelerating scientific discoveryWhat Ramzi looks for in technical foundersBuilding WIP Capital as a solo GPTimestamps (02:00) Introduction and Ramzi Rizk's background(04:00) Inside the Asilomar neurotechnology conference(09:00) Europe's opportunity in deep science(11:00) Why Ramzi backs scientists and engineers(16:00) What makes a great technical founder(19:00) Commercialising scientific research(23:00) Why the natural world is becoming computable(25:00) Bio, neuro and the next wave of AI innovation(27:00) Why the best investors follow patterns, not sectors(29:00) Building WIP Capital as a solo GP(31:00) Why deep tech may move faster than investors think(33:00) The future Ramzi wants to help buildLearn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets here.

19 Jun

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33 min
28 Apr

Andy Leaver (Arqit): AI isn’t the disruption yet. Quantum unlocks what comes next

AI is impressive, but not yet world-changing. The real shift comes next with quantum computing. In this EUVC episode, ⁠Andreas Munk Holm⁠ speaks with ⁠Andy Leaver⁠, CEO of ⁠Arqit⁠ and Operating Partner at ⁠Notion Capital⁠. They discuss why many European startups struggle to scale beyond €10 million to €30 million, why enterprise AI adoption remains experimental rather than immediate, and how quantum computing is set to redefine security and infrastructure. The conversation also covers data sovereignty and the growing risk of “harvest now, decrypt later”. Key highlights Most startups fail scaling from €10M to €30MAI is impressive, but not yet world-changingEnterprises are slow to adopt AI despite the hypeQuantum could break current encryptionThe real breakthrough is AI + quantum combinedTimestamps (00:00) Intro and Andy Leaver’s background (05:30) Scaling lessons and the €10M to €30M challenge (08:45) AI and SaaS: are the rules really changing? (11:30) Enterprise AI adoption and experimental phase (14:00) Shadow AI and enterprise risk (17:00) Security, data sovereignty, and quantum threats (26:30) AI today vs AI + quantum future (35:30) Investing in quantum and the one-person billion-dollar company idea Subscribe to EUVC, the home of European tech, for more insights: ⁠⁠https://www.eu.vc/subscribe⁠

28 Apr

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41 min
8 Jun

This Week in European Tech: Europe's Palantir problem, AI sovereignty & rise of venture secondaries

Europe wants AI sovereignty. But can it reduce its dependence on foreign technology without sacrificing innovation, capability and competitiveness? In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed are joined by Matt Russell, Managing Director (Head of Secondaries) at VenCap International, to discuss Europe's growing sovereignty push, the debate around Palantir, the future of venture secondaries, enterprise AI adoption and the latest developments from Anthropic, SpaceX and OpenAI. The conversation explores why venture secondaries may be entering a new phase of growth, why some of the best-performing secondary investments are bought at premiums rather than discounts and what Europe's path to sovereign AI infrastructure could look like. Topics covered: Europe's AI and cloud sovereignty challengeThe Palantir debate and the risks of vendor lock-inWhy venture secondaries could become a much larger marketThe biggest misconceptions about secondary investingEnterprise AI adoption and the challenge of measuring ROIAnthropic, SpaceX and the next generation of AI mega-companiesOpenAI and the future of AI regulationWhether Europe can build sovereign AI infrastructureWhy AI may ultimately be a productivity and margin storyTimestamps (00:00) Introduction and the rise of venture secondaries(01:00) Why liquidity is becoming venture capital’s biggest theme(05:00) Europe’s sovereignty push and the Cloud & AI Development Act(12:00) Sovereign cloud, AI infrastructure and the search for European champions(18:00) The Palantir debate: dependency, lock-in and strategic control(24:00) Enterprise AI adoption, experimentation and proving ROI(31:00) Anthropic, SpaceX and the next wave of mega-cap technology companies(38:00) AI regulation, liability and the OpenAI lawsuit(42:00) Predictions: Europe’s two-tier AI future(47:00) Deal of the week: defence tech, Gigaton and autonomous systems(50:00) What’s next: Apple, the ECB and the SpaceX IPO(55:00) Closing remarksSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe

8 Jun

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56 min
22 May

This Week in European Tech: AI is rewriting the global economy

AI is no longer just a technology story. It is reshaping capital markets, infrastructure and industrial policy. In the latest episode of This Week in European Tech, Mads Jensen and Dan Bowyer of SuperSeed break down NVIDIA’s dominance of the AI economy, the return of the IPO market through OpenAI, Anthropic and SpaceX, and Europe’s push to build sovereign technology capabilities. Highlights NVIDIA and the economics of AI infrastructureOpenAI, Anthropic and the IPO market reopeningEurope’s sovereign AI pushAI backlash and political risk in the USUnitree and the rise of humanoid roboticsIsomorphic Labs and AI-driven drug discoveryTimestamps (03:00) NVIDIA is swallowing the AI economy(06:20) The IPO market is reopening through OpenAI, Anthropic and SpaceX(08:40) Why SpaceX is really an AI infrastructure story(11:40) OpenAI’s IPO could expose the real economics of AI(13:40) Why Unitree and humanoid robotics matter for Europe(20:10) Europe’s sovereign AI push through Mistral, EQT and Quantexa(27:40) Americans are turning against AI(36:10) Isomorphic Labs and Europe’s biggest AI biotech opportunitySubscribe to EUVC, the home of European tech, for more insights.

22 May

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42 min
20 Apr

Anthropic Goes Full Stack and the AI Power Shift Begins

Anthropic is moving beyond models and into building full products. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen from SuperSeed cover the key forces shaping European tech right now, from political shifts and capital flows to AI competition, small high-output teams and rising compute demand. Key Highlights Hungary’s leadership change and potential EU funding unlocksAnthropic expanding beyond models into product and applicationsMythos vs GPT Cyber and what different benchmarks actually measureThe rise of very small teams building large businesses with AICompute demand continuing to accelerate across the marketTimestamps (00:00) Intro (01:00) Hungary and EU implications (08:30) Anthropic strategy shift (13:30) AI model comparison (20:30) Small teams and AI businesses (26:30) Compute scarcity (31:30) Musk’s Terafab (36:30) Predictions, deals, closing Subscribe to EUVC, the home of European tech: https://www.eu.vc/subscribe

20 Apr

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42 min
29 May

This Week in European Tech: The AI jobs panic might be wrong

Everyone says AI is taking jobs. The data says something more complicated. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed unpack the growing panic around AI-driven job losses, why junior hiring is falling across many industries and whether AI is actually the culprit. They explore new research suggesting remote work may be having a bigger impact on entry-level employment than AI, discuss the UK's record number of young people not in employment, education or training and examine what the data really shows about automation and labour markets. They also cover Anthropic's latest model release, the rise of AI application-layer companies, Europe's sovereignty debate, the economics of AI infrastructure and a zero-employee AI company that just raised $30 million. Topics covered Is AI really replacing workers?Why junior hiring is fallingWhat the data says about AI and employmentAnthropic's rise and Opus 4.8Why the AI application layer is winningEurope's tech sovereignty dilemmaThe zero-employee AI company phenomenonAI infrastructure beyond GPUsTimestamps (00:00) The rise of the zero-employee AI company(04:50) Why AI applications are becoming more valuable(09:00) AI infrastructure moves beyond GPUs(16:00) Snowflake, Salesforce and enterprise AI adoption(24:00) Anthropic's latest model and valuation surge(27:00) Europe's sovereignty dilemma(33:00) The $30 million zero-employee AI startup(35:45) Is AI actually taking jobs?(38:00) What the data says about junior hiring(41:00) Why AI may not be the main cause(46:00) Predictions: which AI unicorn could fail next?(48:00) Deal of the week: Cognition and DevinFor more European venture, AI and startup insights, subscribe to EUVC, the home of European tech.

29 May

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53 min
13 Apr

Anthropic Overtakes OpenAI, IPO Wave Looms and Europe’s AI Moment

Anthropic has overtaken OpenAI in revenue and Europe is emerging as a key AI battleground. In this episode of This Week in European Tech, Dan Bowyer (SuperSeed) and Lomax Ward (Outsized Ventures) break down a week shaped by AI momentum, capital concentration and macro uncertainty. They cover Anthropic’s rise, its enterprise focus and latest model, and whether current growth can justify the scale of AI investment. They also explore the coming wave of mega IPOs and what it means for liquidity, alongside JPMorgan CEO Jamie Dimon’s shareholder letter on inflation, interest rates and private credit. The episode closes with climate investing’s shift towards energy security and the move to faster, software-led defence systems. Key topics Anthropic vs OpenAI: revenue growth, enterprise dominance and Europe expansion Mega IPO wave: SpaceX, OpenAI, Anthropic and capital market strain Jamie Dimon’s warning: inflation, rates and private credit risks Climate investing shift: from ESG to energy security and resilience Defence transformation: from legacy procurement to agile, software-led warfare Timestamps (00:00) Intro and macro setup (05:00) Anthropic growth, Mythos and AI competition (12:30) Positioning, ethics and enterprise adoption in AI (22:00) Jamie Dimon letter: inflation and private credit (29:00) IPO pipeline and capital constraints (36:00) Climate and energy security shift (42:00) Germany defence spend and modern warfare (46:30) OpenAI moves, predictions and deals

13 Apr

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50 min
4 May

This Week in European Tech: AI is hitting constraints

AI demand is surging, but infrastructure is the constraint, with memory now the key bottleneck. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed explore a range of topics such as AI constraints, Big Tech earnings, monetisation, geopolitics, Europe’s position, and what capital flows into AI labs and SpaceX signal about what comes next. Key highlights AI growth is constrained by memory and infrastructureMonetisation is accelerating as models use more tokens and cost moreAI is a geopolitical battleground, with control over talent and IPEurope shows momentum, but regulation could hold companies backPerformance gains are increasingly driven by application scaffoldingTimestamps (00:00) Introduction and opening headlines (04:20) Big Tech earnings, cloud growth and AI demand (07:30) Memory as the emerging AI bottleneck (11:40) Frontier labs, Musk vs Altman and Manus (14:00) US–China dynamics and export controls (17:10) Ineffable, Recursive and Europe’s AI push (20:00) Frontier model releases and AI monetisation (25:00) SpaceX IPO, valuation and space compute (30:00) EU AI Act and UK AI strategy (34:30) Energy and infrastructure constraints (41:00) Predictions and deals of the week Subscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe

4 May

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47 min
9 Mar

E708 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

This week on Upside, Dan Bowyer, Mads Jensen (SuperSeed) and Lomax Ward (Outsized Ventures) unpack a moment where energy, AI and geopolitics collide. The ongoing conflict in the Middle East is threatening one of the world’s most important energy routes. AI companies are discovering that governments may ultimately control frontier models. And hyperscalers are committing hundreds of billions to AI infrastructure while venture investors quietly debate whether the cycle is overheating. The conversation explores: • Why energy shocks ripple directly into venture markets• How modern warfare is shifting toward startup-speed innovation• The clash between Anthropic and the Pentagon• Whether AI layoffs reflect real productivity gains or pandemic over-hiring• The massive infrastructure bet powering the AI boom• Germany’s productivity wake-up call for Europe• And why Europe is still capable of deep-tech moonshots like fusion This isn’t just a news cycle. It’s capital, sovereignty and technology power shifting at the same time. 🎧 Listen if you’re building or investing in AI, defence, deep tech or European venture. #euvc #VC #VentureCapital #Investing #TheEuropeanVC #Podcast #Tech #Startup

9 Mar

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1hr 8min
16 Feb

E695 | This Week in European Tech with Dan & Mads (feat. Sam Marchant)

Welcome back to another episode of Upside where Dan Bowyer, Mads Jensen of SuperSeed and Lomax Ward of Outsized Ventures go behind the headlines shaping European tech, capital, and power. This week is an AI-heavy sprint with a guest who’s right in the Gulf capital flow: Sam Marchant. Anthropic’s monster round is the headline, but the more interesting story is underneath: enterprise AI is becoming workflow-sticky, while OpenAI feels like it’s drifting toward consumer monetization experiments. Then we get into the “AI productivity” paradox: why generative tools aren’t giving us leisure, they’re giving us more output… and more work. From there: Alphabet’s 100-year bond and what it says about tech becoming a utility, plus the uncomfortable European angle — our savings funding US hyperscalers while we debate sovereignty. Finally, Europe sovereignty vibes: Mistral’s enterprise ramp, the 28th regime rhetoric, and whether political systems can actually execute. We close with space: Orbex collapsing, “data centers in orbit,” and why maybe civilization needs billionaires burning capital on high-variance cathedral projects. This is Upside, where optimism is earned, not assumed. Share What’s covered: 00:21 Anthropic’s $30B: why the market can’t stop throwing money at enterprise AI 03:42 The real shift: OpenAI → consumer/ads vibes, Anthropic → coding + enterprise execution 04:50 Gulf capital dynamics: OpenAI relationships vs QIA showing up in Anthropic 07:21 Claude vs ChatGPT: switching costs are collapsing… until workflows become the moat 10:54 HBR’s “AI intensifies work”: why productivity becomes pressure, not leisure 12:19 Autonomy + mastery + dopamine: AI as the ultimate short feedback-loop machine 13:25 Practical use cases: research across languages, idea stress-testing, “AI as a first hire” 22:05 Alphabet’s 100-year bond: tech is now priced like infrastructure 24:51 The pension problem: Europe’s savings financing US scale while Europe underfunds Europe 32:44 Europe’s GDP gap is a tech gap: productivity isn’t the issue, tech scale is 39:51 Mistral’s enterprise ramp: sovereign AI or local services + transformation advantage? 45:37 The 28th regime: big words, hard execution — can Europe actually push reform through? 50:32 Space data centres: PR-on-steroids or physics-defying inevitability? 53:07 Orbex collapses: why “mid-sized countries” can’t win launch alone 55:20 Fusion/quantum: Europe’s deep R&D edge, blocked by capital markets structure 56:25 Deal of the week: Olex’s $1B+ moment and Europe’s chip-shaped ambition

16 Feb

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50 min

One place to find them all. The go-to platform to find the best podcasts on the European VC industry. 💥

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EUVC

Top Shows

⁠Ramzi Rizk⁠⁠ (WIP Capital)⁠⁠: The alpha is in sci-fi, not SaaS

Andy Leaver (Arqit): AI isn’t the disruption yet. Quantum unlocks what comes next

This Week in European Tech: Europe's Palantir problem, AI sovereignty & rise of venture secondaries

This Week in European Tech: AI is rewriting the global economy

Anthropic Goes Full Stack and the AI Power Shift Begins

This Week in European Tech: The AI jobs panic might be wrong

Anthropic Overtakes OpenAI, IPO Wave Looms and Europe’s AI Moment

This Week in European Tech: AI is hitting constraints

E708 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

E695 | This Week in European Tech with Dan & Mads (feat. Sam Marchant)

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