EUVC

The home of European tech. Connecting the people, capital, and companies building Europe. Conversations with the investors, founders, and operators shaping the continent.

  1. Inside REHAU's AI rollout: AI Academy, AI Factory and enterprise adoption

    5 hr ago

    Inside REHAU's AI rollout: AI Academy, AI Factory and enterprise adoption

    Most companies have access to AI tools. Far fewer have figured out how to drive adoption across an entire organisation. In this episode, Andreas Munk Holm and Jeppe Høier are joined by Nils Wagner, CEO of REHAU New Ventures, the corporate venturing unit of the REHAU Group, and a third-generation member of the Wagner family behind REHAU. Nils shares how REHAU built a secure AI platform, launched an AI Academy and AI Factory, reached 10% adoption within months and is targeting 50% by year-end. He also explains why the company moved from venture building to venture clienting and what other corporates can learn from the experience. Key topics Scaling AI adoption across a large industrial organisationBuilding a secure platform with access to multiple LLMs and company dataThe AI Academy and AI Factory modelReal-world AI use cases, including a touchless invoice workflow with 94% automation ratesWhy most corporates struggle with AI implementationLessons from REHAU's shift from venture building to venture clientingTimestamps (00:00) Why corporates struggle with AI adoption(02:00) Introducing Nils Wagner and REHAU New Ventures(06:00) Why REHAU started with venture building(15:00) The move to venture clienting(18:00) What makes venture clienting work(25:00) Why REHAU prioritised AI(27:00) Building REHAU's AI platform(28:00) The AI Academy approach(30:00) The AI Factory and workflow automation(31:00) AI use cases across REHAU(31:30) The touchless invoice project(33:00) Lessons for corporates implementing AI(34:00) The future of enterprise AISubscribe to EUVC, the home of European tech, for more insights.

    35 min
  2. Europe's Palantir problem, AI sovereignty & the rise of venture secondaries

    2 days ago

    Europe's Palantir problem, AI sovereignty & the 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

    56 min
  3. From festival to innovation platform: The story behind Love Tomorrow & The Impact Circle

    6 days ago

    From festival to innovation platform: The story behind Love Tomorrow & The Impact Circle

    Tomorrowland is one of Europe's best-known festivals. Less known is that it quietly helped create one of Europe's most interesting corporate-startup matchmaking platforms. In this episode, Andreas Munk Holm speaks with Joris Beckers, Co-Founder of Love Tomorrow, and Mats Raes, Event Director of Love Tomorrow and The Impact Circle, about how a sustainability initiative evolved into an open innovation platform connecting startups, corporates, investors and public institutions. The conversation starts with a simple idea: Tomorrowland is not just a festival. It is a temporary city of more than 75,000 people per day, facing many of the same challenges as any major city, from energy and water to waste, mobility and logistics. That insight led to Love Tomorrow, Tomorrowland's official sustainability and innovation platform. As startups, corporates and public institutions increasingly began using the festival as a real-world testing ground for innovation, one challenge remained: connecting promising technologies with customers, deployment partners and smart capital. The result was The Impact Circle, Europe's exclusive innovation network for impactful entrepreneurship. Through challenge-led collaboration, curated startup selection and partnerships including the European Innovation Council's Corporate Partnership Programme, The Impact Circle brings together startups, corporates, investors and public institutions around shared innovation challenges. Joris and Mats explain how Tomorrowland became a stress test for innovation, why corporates increasingly engage as deployment partners rather than sponsors, and how The Impact Circle helps move innovation from pilot projects to real-world adoption. Key highlights Why Tomorrowland describes itself as a "hyper-compressed city"How Love Tomorrow evolved from a sustainability initiative into an open innovation platformWhy startups need real-world testing environmentsHow innovation is stress-tested in real-world conditionsWhy corporates increasingly act as deployment partnersThe role of venture clienting in startup growthWhy "smart capital" led to the creation of The Impact CircleThe Impact Circle's partnership with the European Innovation CouncilHow curated ecosystems improve innovation adoptionWhat investors, founders and corporates can expect from Love Tomorrow Summit and The Impact CircleTimestamps (00:00) Introduction(01:00) From Tomorrowland to Love Tomorrow(06:40) The "hyper-compressed city" thesis(11:00) Why startups need real-world testing environments(13:20) Why The Impact Circle was created(16:40) How The Impact Circle works(20:30) Venture clienting, corporates and startup deployment(23:20) Love Tomorrow Summit vs The Impact Circle(24:00) What makes Tomorrowland different from traditional conferences(26:20) Who should attend and why(28:30) Final thoughtsMore information Love Tomorrow Summit takes place on 23 July 2026 at Tomorrowland's iconic grounds in Boom, Belgium. The Summit unites the brightest minds — thinkers, entrepreneurs, music artists and leaders — to explore the future of intelligence, and what it asks of humans, organisations and society. With 80+ speakers and artists, the programme combines keynotes, networking, music, entertainment and a magical evening show. On July 23, EUVC is curating the investment stage at Love Tomorrow Summit, including 90 minutes of investor-focused keynotes on the Rose Garden Stage. On July 24, EUVC will host a dedicated investor programme at The Impact Circle Investor Lounge. Get your tickets here. #EUVC #VC #VentureCapital #Investing #TheEuropeanVC #Podcast #Tech #Startup

    31 min
  4. Episode #2: Consumer Tech Napkin | Building moats in consumer tech

    2 Jun

    Episode #2: Consumer Tech Napkin | Building moats in consumer tech

    What if the strongest moats in the AI era aren't algorithms, but the data those algorithms depend on? In the second episode of the Consumer Tech Napkin series, Andreas Munk Holm speakes with Renato Circi and Rafaël Michali, Co-Founders at Sava, and Joe Seager-Dupuy, Director, Investment at True, to discuss how founders should think about defensibility when technology is becoming easier to build. SAVA is developing advanced biosensing technology designed to access bodily information in a painless, real-time and affordable way. Their core belief is that while AI may accelerate software development, the hardest problems and the most valuable companies will be built around scarce data, difficult infrastructure and bottlenecks that cannot easily be replicated. Together, they explore what separates static moats from dynamic ones, why patents and regulatory approvals are often just the starting point and how the best companies create advantages that strengthen as they scale. Topics covered Why the best moats are often non-consensusStatic versus dynamic moatsWhy patents and regulation are not enoughIdentifying bottlenecks that create lasting valueAI, proprietary data and defensibilityBuilding platforms instead of productsWhy user experience can be a moatEurope's advantage in deep techTimestamps (00:00) Why moats matter in consumer technology(02:00) Introducing Sava and the future of health monitoring(06:00) What a moat actually is(09:00) The Apple Watch question and non-invasive sensing(12:00) Consumer experience versus incumbent medical devices(15:00) How great companies sequence moats(18:00) From patents to platforms(22:00) Bundling, ecosystems and long-term defensibility(24:00) Static versus dynamic moats(27:00) Why patents only buy time(29:00) Owning bottlenecks in health data(31:00) Why AI increases the value of proprietary data(36:00) Europe's deep tech advantage(40:00) The biggest misconceptions about moats(43:00) Why the best moats are often non-consensusConsumer Tech Napkin is brought to you in partnership with True. Subscribe to EUVC, the home of European tech, for more insights.

    45 min
  5. The AI jobs panic might be wrong

    29 May

    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.

    53 min

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The home of European tech. Connecting the people, capital, and companies building Europe. Conversations with the investors, founders, and operators shaping the continent.

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