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Kanál • Pořady: 5

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PŘED 6 DNY

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

před 6 dny

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1 h 8 min
2. 3.

E704 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

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 felt less like a market update and more like a structural reset.Nvidia posts another blowout quarter — and the market barely reacts.Ukraine, four years into war, is quietly becoming Europe’s most important defence innovation engine.Anthropic adjusts its safety posture as AI labs collide with geopolitics and procurement reality.And beneath it all, questions around margins, sovereignty, and capital allocation are getting sharper.This isn’t just a tech cycle.It feels like a systems cycle.This is Upside, where optimism is earned, not assumed.What’s covered:03:30 Nvidia earnings: perfection priced in?09:40 Ukraine four years on: from aid recipient to defence capability supplier17:30 Europe’s defence spend: real budgets or slow procurement?23:30 AI safety becomes conditional: competitive pressure meets ethics31:00 Distillation at scale: China, IP leakage, and national security35:00 SaaSpocalypse vs SaaS redemption: systems of record vs systems of action40:30 OpenAI & Anthropic margins: the hidden constraint under the hype46:00 Chips & quantum: Europe’s deep tech wedge — if scale capital shows up54:30 Abundant intelligence: what breaks if intelligence gets cheap?#euvc #VC #VentureCapital #Investing #TheEuropeanVC #Podcast #Tech #Startup

2. 3.

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59 min
23. 2.

E700 | This Week in European Tech with Dan Bowyer, Lomax Ward & Eyal Malinger

Welcome back to another episode of Upside where Dan Bowyer and Mads Jensen of SuperSeed go behind the headlines shaping European tech, capital, and power. This week we’re joined by Eyal Malinger, co-founder of Resurge Growth Partners, to unpack a genuinely strange week in global tech. China unveils humanoid robots that look disturbingly battlefield-ready. Anthropic tries to draw moral lines in defence AI. Peter Steinberger leaves Europe almost as fast as he went viral. Munich becomes less “security conference” and more “Europe, wake up.” And in the background, billion-dollar AI seed rounds and quantum mega-funds quietly signal that the frontier is accelerating again. This isn’t just a tech cycle. It feels like a systems cycle. This is Upside, where optimism is earned, not assumed. What’s covered: 02:10 China’s humanoid robot moment: hardware dominance meets AI brains 06:20 Battlefield AI and the ethics problem Anthropic can’t avoid 14:00 Raspberry Pi, edge AI, and Europe’s accidental meme stock 20:30 Anthropic vs Palantir: moral lines vs deterrence logic 25:10 Peter Steinberger leaves Europe — ecosystem gravity in action 31:00 AI inside venture: workflow automation vs real alpha 43:00 Munich Security Conference: defence budgets, sovereignty, and Stark vs Thiel 52:10 Psychedelics and glucose monitors: Europe’s quiet biotech strength 55:30 Quantum funds and Europe’s billion-dollar AI seed round

23. 2.

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54 min
10. 02. 2025

E411 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Lomax Ward

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed have a discussion with Lomax Ward, General Partner at Outsized Ventures, to cover recent news and movements in the European tech landscape. 💬 Go to eu.vc for our core learnings and the full video interview 👀

10. 02. 2025

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1 h 2 min
24. 03. 2025

E429 | This Week in European Tech with Dan Bowyer, Mads Jensen, Lomax Ward and Andrew J. Scott

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed in a discussion with Andrew J. Scott, Founding Partner at 7percent Ventures and Lomax Ward, General Partner at Outsized Ventures, cover recent news and movements in the European tech landscape 💬

24. 03. 2025

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1 h 8 min
20. 10. 2025

E636 | This Week In European Tech with Dan, Mads, Lomax and Ben Prade

Welcome to a new episode of the EUVC Podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed are joined by Lomax Ward from Outsized Ventures and Ben Prade, investor & operator at Bullhound Capital (the investment arm of GP Bullhound), for an unfiltered look at Europe’s venture reality: fundraising pain, secondaries-as-a-service, AI’s power hunger, China’s “dark factories,” and how Europe unlocks the capital to compete. Ben focuses on deep tech, AI, quantum, and space, and he brings a clear-eyed view on how liquidity, secondaries, and structural headwinds are reshaping the market. 🎧 Here’s what’s covered 02:35 Fundraising reality: fewer funds, flight to brandsWhy ~25% of new VC money goes to the top 10 brands; what that means for emerging managers; and why DPI is king again. 05:26 Sovereign LPs & strings attachedWhen government money shapes mandates: the upside (more capital) and the risk (policy over performance). 06:45 Chinks of light: Klarna & liquidityHow high-profile exits (and lock-ups ending) can recycle cash back into European VC. 09:37 Goldman buys Industry VenturesWhy a Wall Street giant wants secondary data + wealth distribution — and how that can unclog LP portfolios. 13:08 Nobel Prize & growth mechanicsCreative destruction (Aghion–Howitt) meets realpolitik: state de-risking, catch-up industrialization, and China’s “build both infra and innovation” model. 21:24 AI’s “everything app” momentOpenAI’s ~30 GW compute plan (> $1T decade CapEx), Google’s ad-cash advantage, and the looming pricing showdown. 25:09 Circularity vs. realityVendor-financing analogies in AI, but remember: revenue expectations — not loops — pop bubbles. 28:03 Unit economics: AI ≠ SaaSNegative gross margins down the stack; LLMs climbing into apps; why vertical data + UX decide winners. 32:02 China’s dark factoriesExecs return “shaken”: robotized plants, BYD’s surge, and how physical AI (motors, batteries, autonomy) changes competitiveness. 39:29 Unleashing Europe’s capitalJP Morgan’s $1.5T initiative vs. European pensions stuck in gov bonds; rewiring incentives to fund productive risk. 45:00 Deal of the Week: ecoRobotix€90M Series D (Highland Europe, McWin). Precision AI spraying that cuts herbicides/pesticides by up to 95% across 20+ countries.

20. 10. 2025

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46 min
24. 02. 2025

E418 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Ben Prade

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed have a discussion with Ben Prade, Partner at GP Bullhound, to cover recent news and movements in the European tech landscape. 💬

24. 02. 2025

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1 h 1 min
01. 10. 2024

E360 | David Meiborg, First Momentum Ventures: The European Deep Tech Hardware Napkin

In this episode of the EUVC podcast, Andreas discusses with David Meiborg, General Partner at First Momentum Ventures. First Momentum Ventures, with their €30M fund, specializes in backing deeply technical founders at the pre-seed stage. Their focus spans deep tech, industrial climate tech, dev tools, data, and enterprise SaaS across the DACH region and beyond. In today’s discussion, David introduces us to the Deep Tech Hardware Napkin framework they recently launched, which includes the latest benchmarks on funding, team, product, and commercialization, broken down by stage. The Napkin and full report are based on a survey completed by 30 DeepTech VCs from 8 countries. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 00:02 Meet David Marburg from First Momentum Ventures 00:28 Deep Tech Heartware Napkin 05:48 Deep Tech Napkin Collaboration 06:17 Inspiration and Data Sourcing 09:34 Deep Tech Hardware Napkin Breakdown 10:54 Pre-Seed Stage Insights 14:18 Seed Stage Insights 16:40 Series A Insights 24:07 Series B Insights 26:59 Founding Teams and Commercial Savviness 35:46 Technology and Product Stages 44:12 Tech Maturity and Valuation 49:06 Common Hardware Business Models

01. 10. 2024

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54 min
10. 03. 2025

E425 | This Week in European Tech with Dan Bowyer, Lomax Ward and Andrew J. Scott

Welcome to a new episode of the EUVC podcast, where our good friend Dan Bowyer from SuperSeed in a discussion with Andrew J. Scott, Founding Partner at 7percent Ventures, and Lomax Ward, General Partner at Outsized Ventures, to cover recent news and movements in the European tech landscape. 💬

10. 03. 2025

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1 h 9 min
19. 1.

E683 | This Week in European Tech with Dan, Mads & Lomax

Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, and Lomax Ward of Outsized Ventures cut through the noise shaping tech, venture, and geopolitics in Europe and beyond. This week starts lightly, as all good episodes do, with kids, illness paranoia, and the small joys of enforced medical naps. It escalates quickly. From OpenAI’s new health-focused ChatGPT and the FDA’s sudden sprint toward deregulation to Trump’s Greenland fixation and what it really signals about European sovereignty, to Meta buying its way into the AI application layer, pension funds destroying value at scale, and Nvidia’s push into physical AI. This is one of those episodes where everything connects. The common thread is power. Who has it. Who’s losing it. And who’s still pretending nothing has changed. This is Upside, where the takes are sharp, the systems are breaking, and the optimism is… cautiously conditional. What’s covered: 03:00 ChatGPT Health launches and why Europe is locked out 05:00 The FDA’s pivot to deregulation and what it means for health startups 10:00 Using multiple LLMs as a “second medical opinion” 13:00 Trump, Greenland, and the slow collapse of Pax Americana 18:00 Sovereignty, defence spending, and Europe’s strategic wake-up call 23:00 France moves to ban social media for under-15s 27:00 Meta buys its way into the AI application layer 30:00 Kraken spins out of Octopus at multi-billion scale 34:00 Revolut’s Turkey move and the march to 100 million users 37:00 UK pension funds, catastrophic underperformance, and broken incentives 45:00 Why venture returns matter more than fees 49:00 FTSE hits 10,000 and why it doesn’t mean what you think 56:00 CES, Nvidia’s autonomous ambitions, and physical AI 01:04:00 Grok’s $230B valuation and free speech trade-offs 01:07:00 Deals of the Week

19. 1.

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1 h 3 min

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

E704 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

E700 | This Week in European Tech with Dan Bowyer, Lomax Ward & Eyal Malinger

E411 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Lomax Ward

E429 | This Week in European Tech with Dan Bowyer, Mads Jensen, Lomax Ward and Andrew J. Scott

E636 | This Week In European Tech with Dan, Mads, Lomax and Ben Prade

E418 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Ben Prade

E360 | David Meiborg, First Momentum Ventures: The European Deep Tech Hardware Napkin

E425 | This Week in European Tech with Dan Bowyer, Lomax Ward and Andrew J. Scott

E683 | This Week in European Tech with Dan, Mads & Lomax

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