EUVC

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Kanal • 5 Sendungen

Wirtschaft

Wirtschaft

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Geldanlage

Geldanlage

Zweiwöchentlich
Geldanlage

Geldanlage

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Geldanlage

Geldanlage

Zweiwöchentlich
Technologie

Technologie

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VOR 2 TAGEN

E718 | Cameron McLain, Giant Ventures On Why Europe Needs to Own the Stack

For decades, Europe built around efficiency — global supply chains, outsourced infrastructure, and distributed value creation. That model is now breaking down. In this episode, Cameron McLain (Co-Founder & Managing Partner at Giant Ventures) argues that the next era isn’t about startups — it’s about control. Who owns the infrastructure determines who captures the value. We discuss why venture is moving from convenience to systems, why “purpose-driven founders” outperform, and what it actually means to build a European stack across energy, manufacturing, and financial rails. Timestamps00:00 – Introduction: From impact to sovereignty02:00 – Why purpose-driven founders build enduring companies05:00 – Giant Ventures and the transatlantic perspective07:30 – The shift from efficiency to resilience10:00 – Why infrastructure is the new venture frontier12:00 – What the “European stack” actually means15:00 – Can Europe compete with hyperscalers?18:00 – The role of government: builder vs buyer23:00 – Why energy, manufacturing, and financial rails matter30:00 – AI, labour disruption, and the future of work34:00 – Europe’s biggest bottleneck: exits and capital markets

vor 2 Tagen

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38 Min.
VOR 6 TAGEN

E716 | This Week in European Tech with Dan Bowyer, Lomax Ward & Harry Destecroix

Welcome back to Upside, where Dan Bowyer of SuperSeed and Lomax Ward of Outsized Ventures, joined by Harry Destecroix, MBE, of SCVC unpack the forces shaping European venture, deep tech and capital. This week’s conversation reflects a system shifting: Europe is writing bigger checks, physical AI is moving into focus, and the economics of AI are starting to change. The question is no longer where innovation happens.It is where value accrues. The stack isn’t just scaling. It is being contested. What's covered: 00:00 Intro and the week’s themes02:00 Europe’s €15B fund-of-funds and the capital gap08:00 Seed vs growth: where Europe is actually underfunded14:00 Bezos’ $100B physical AI strategy20:00 Roll-ups vs rebuilds in the industrial economy25:00 China’s token model and the cost collapse of AI31:00 Security, sovereignty and model choice36:00 Innovate UK and founder-led policy41:00 Capex vs revenue: the emerging imbalance47:00 Predictions and market direction52:00 Deals of the week

vor 6 Tagen

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59 Min.
25. MÄRZ

E713 | Marta Sjögren, Paebbl on Scaling Carbon-Storing Materials Through Capital and Industrial Alignment

Europe’s industrial future will be defined not by ambition, but by execution. In this episode, Marta Sjögren (Co-Founder & Co-CEO, Paebbl) joins Carmel Rafaeli (Founding Partner, The Table) and Andreas Munk Holm to explore what it really takes to build and scale deep tech companies in Europe. Paebbl is turning captured CO₂ into permanent mineral form—replacing emissions-intensive materials like cement while removing carbon from the atmosphere. But as Marta explains, the real challenge isn’t just scientific. It’s aligning capital, timing, and conviction. They discuss: – Why deep tech companies fail (and it’s rarely the tech) – Fundraising as a system of signals, not storytelling – How to evaluate investors beyond capital – Designing capital stacks for industrial scale – Why rounds stall—and how to build real momentum – The role of co-CEO leadership in complex companies The conversation also highlights the structural funding gap for women-led climate ventures—and how The Table is working to change it. This episode is part of Leaders Shaping a Resilient Planet, spotlighting founders building Europe’s industrial future with discipline, depth, and long-term conviction. Listen now and follow for more.

25. März

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43 Min.
27. MÄRZ

E715 | Cathy White, CEW Communications on Why Comms is now infrastructure in European tech

Comms isn’t PR anymore. It’s becoming infrastructure and most founders haven’t caught up. In this episode, Cathy White (Founder, CEW Communications) joins our co-founder David Cruz e Silva to break down how the media landscape is changing—and what founders are still getting wrong. From the collapse of traditional gatekeepers to the rise of creators, newsletters, and AI-driven discovery, credibility today is no longer built through one big headline. It’s earned through consistent visibility, clear storytelling, and strong founder presence. They also unpack a key gap in European tech: we’re great at building, but often poor at explaining. Key topics: Why the “one big media hit” no longer worksComms as infrastructure, not a luxuryHow AI is reshaping discoveryWhy storytelling is a competitive advantageHow founders can build distributionTimestamps: 00:00 – Intro & why comms = infrastructure 03:00 – Why most AI storytelling is boring 07:00 – The end of media gatekeepers 09:00 – The myth of the “one big hit” 10:00 – Substack vs traditional media 12:00 – Europe vs US media dynamics 16:00 – How journalists actually work today 21:00 – How founders should build visibility 26:00 – Is media biased? (spicy take) 32:00 – AI, search & your company narrative 39:00 – What founders get wrong about comms 42:00 – Final takeaways: Europe’s storytelling gap

27. März

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44 Min.
28. JAN.

E687 | Axel Deniz, CEO Bosch Business Innovations: Venture Building, Spinouts & How Corporates Can Power Europe’s Deep Tech Wave

Welcome back to the EUVC Corporate Podcast. This week, Jeppe sits down with Axel Deniz, CEO of Bosch Business Innovations and Head of Venture Building at Bosch. Axel is building Bosch’s venture-building engine with a clear mandate: get Bosch technology out into the world, through founder-led spinouts, joint ventures, and seed rounds that can stand on their own with external investors. With ~80,000 active patents, 20 new patents per day, and 20,000 researchers globally, Bosch has the assets. Axel’s job is turning them into investible companies. 🎧 Here’s what’s covered: 02:30 Bosch’s unfair advantage: 80k patents, 20 patents/day, 20k researchers 04:10 Horizon 2/3: building for 2030–2035 where incumbents can’t reach 05:30 Hybrid execution: not all in-house, not all studio but a blended model 06:25 Problem definition: Bosch theses + founders bringing problems from outside 08:25 Stage gates: “get to no fast” + external validation early 09:05 Gate #1: attracting “triple-A founders” before anything else 10:35 Founder-led 80/20 vs joint ventures when tech risk is still high 13:10 Venture market fit: choosing where to build is a venture builder superpower 16:20 Founder acquisition: why mediocre pre-seed talent is the biggest risk 23:05 Working with scale-ups: co-create instead of buying or minority investing 24:15 University engine: 5–6 deep partnerships (Carnegie Mellon example) 27:15 Biggest surprises: founder scarcity and portfolio restructuring complexity 29:05 Axel’s advice to founders: don’t start deep tech from scratch 30:30 Axel’s advice to VCs: don’t underestimate corporates’ learning curve 32:00 Axel’s background: founder → Silicon Valley → PWC CVC → Bosch 35:15 Career advice: no cookie-cutter route and trust your gut sometimes 37:10 How founders can engage: programs + direct outreach on LinkedIn

28. Jan.

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33 Min.
23. MÄRZ

E712 | Nvidia’s $1T AI Bet, Hyperscaler Risk & The Real AI Battleground | Upside

This week on Upside, Dan Bowyer and Mads Jensen of SuperSeed and Lomax Ward of Outsized Ventures unpack a moment where AI infrastructure, enterprise adoption and market risk are all moving at once. Nvidia is laying out a path toward a $1 trillion AI market, driven by major advances in inference performance. At the same time, hyperscalers are investing at unprecedented levels — with AI capex increasingly supported by debt rather than free cash flow. But the real shift is happening higher up the stack. The AI race is moving away from pure model performance and toward distribution, enterprise control and monetisation. This episode explores: • Nvidia’s roadmap and the scaling of AI infrastructure • Hyperscaler capex and the return of balance sheet risk • Why the AI battleground is shifting to enterprise • OpenAI’s monetisation challenge and strategic positioning • The growing gap between AI capability and adoption • Where value actually accrues in the AI stack • And how hyperscalers are reshaping startup opportunities This isn’t just another AI cycle. It’s infrastructure, capital and business models being rewritten at the same time. Chapters 00:00 Intro02:00 Nvidia GTC and inference leap07:00 The trillion-dollar AI question12:00 Hyperscaler capex and leverage18:00 Models vs distribution23:00 OpenAI’s strategy28:00 Enterprise AI battleground34:00 Market risk and concentration39:00 Capability vs adoption45:00 Where value accrues50:00 Startups vs hyperscalers55:00 Europe policy signals Upside is a weekly deep dive into the forces shaping European venture, AI, defence and deep tech. Hosted by:Dan Bowyer (SuperSeed)Mads Jensen (SuperSeed)Lomax Ward (Outsized Ventures) About Upside

23. März

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1 Std. 4 Min.
20. JAN.

E684 | Max Schertel, finmid & Tim Rehder, Earlybird: Powering European SMBs with the cash they need

Welcome back to the EUVC Podcast, where we bring you the people and perspectives shaping European venture. This week, Andreas Munk Holm is joined by Max Schertel, co-founder & CEO of finmid, and Tim Rehder, General Partner at Earlybird, to unpack the rise of embedded lending infrastructure for B2B platforms. From food delivery and PSPs to ride-hailing and fleet platforms, finmid lets marketplaces offer financing directly to their merchants – with a single integration, across 30+ European markets. Together, they break down why embedded lending is often new capital, not just smoother UX; how better data lets you underwrite the “invisible” SME segment; and what it really takes to scale regulated infra across a fragmented Europe. Here’s what’s covered: 01:03 – What finmid does: One integration for platforms to offer any financing product to business users across Europe 02:02 – Why embedded wins: Tim on data access, risk scoring, and turning platforms into “banks in all but the balance sheet” 04:05 – Owning infra, not capital: Regulation, operations and data engine vs outsourcing pure funding to institutions 06:43 – Economics & margins: Market size, 60%+ gross margins, and why net income beats headline spread 10:47 – Customer examples: How Wolt Cash works, proactive offers in the merchant dashboard, and +80% retention uplift 12:32 – Impact on the market: New capital for underserved SMEs vs just smoothing the bank journey 17:57 – Ticket sizes & duration: Typical loans of €10–20k, up to ~12 months, 85% renewal and the path to larger, longer credit 21:15 – AI & risk: Using generative and agentic AI in ops (adverse media) and data science (millions of data points, daily model iteration) 29:20 – Scaling to 30 countries: U27 + UK, CH, IS – regulation, payments rails and why “ugly detail work” is the real moat 40:17 – Partner alignment: Making financing core to platform metrics (GMV & retention) and hard-won lessons on incentives

20. Jan.

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47 Min.
25. JAN.

E685 | 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 go behind the headlines shaping European tech, capital, and power. This week’s episode starts, as ever, with tech failing spectacularly, planes landing late, and VCs reminding each other they really should be doing deals. Then it gets serious. From a billion-pound UK data center stopped in its tracks, to Davos and Mark Carney’s quietly devastating diagnosis of the global order, to Europe’s long-awaited 28th regime finally getting real momentum, this is a conversation about whether Europe can still act at scale or whether fragmentation will finish the job. Along the way, the trio digs into China’s AI strategy, whether SaaS has quietly peaked, why defence IPOs are suddenly everywhere, and whether science in the US is really “collapsing” or just being reshuffled under Trump. This is Upside, where optimism is earned, not assumed. Share What’s covered: 00:02 Mads back from the Gulf + Lomax in Nazaré 00:04 UK data centre blocked: what happened + why it matters 00:07 Fast-tracking data centres: national infrastructure vs EIAs 00:12 Davos standout: Mark Carney and the end of nostalgia economics 00:18 Middle powers and fragmentation: why Europe can’t go solo 00:24 AI and jobs: are entry-level roles really disappearing? 00:27 EU Inc / the 28th regime: momentum, labour law, and risk 00:34 Has China already won AI? redefining what “winning” means 00:43 SaaS, defence IPOs, and Europe’s capital reset

25. Jan.

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49 Min.
25.03.2025

E430 | Claude Ritter and Stefan Walter, NAP & Rene Andres, EIF: Building Europe’s Future with Expert Founders

In today’s episode of the EUVC podcast, Andreas Munk Holm talks with Claude Ritter and Stefan Walter from NAP, formerly known as Cavalry and Rene Andres from the European Investment Fund (EIF). In today’s episode of the EUVC podcast, Andreas Munk Holm talks with Claude Ritter and Stefan Walter from NAP, formerly known as Cavalry and Rene Andres from the European Investment Fund (EIF). The conversation centers on Cavalry’s recent rebranding into NAP and evolving investment approach, which now emphasizes backing early-stage startups led by expert founders. The team explains how their shift from a broad, pre-seed focus to a more refined strategy—centered around proprietary data, instant utility, and interoperability—reflects the changing dynamics of the tech landscape in Europe. Our guests also discuss broader themes shaping the venture ecosystem, such as managing team dynamics and maintaining transparent, candid communication with limited partners. They share insights on the importance of agility in a market influenced by rapid technological change, political shifts, and the AI boom. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 02:35 Claude and Stefan's Background and Firm Overview 03:52 Rene's Background and EIF's Role 06:13 Current State of the European Venture Ecosystem 09:55 The Role of Tech in Politics 17:47 Rebranding from Cavalry to NAP 20:55 The Meaning Behind Nerds and Pioneers 22:10 Managing Partnership Changes 24:05 Navigating Team Changes in VC Firms 24:39 The Importance of Adaptability 26:00 Challenges and Strategies in Team Dynamics 29:44 Honesty and Transparency with Investors 32:08 Reflecting on Core Learnings 36:55 The Evolution of Investment Theses 38:41 Focusing on Proprietary Data and Instant Utility 39:48 Interoperability: The Future of Business Models 44:09 Expert Founders and Founder Future Fit 48:28 Final Thoughts and Key Takeaways

25.03.2025

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52 Min.
11.06.2025

E490 | Jon Coker, Eka Ventures: Building Systemic Impact, Why Shared Value Wins & The Founder Learning Curve (ImpactVC spotlight series)

In this episode, August is joined by Jon Coker, founding partner at Eka Ventures, to unpack how the team behind the £68M Fund I has backed 21 early-stage companies driving systemic change in consumer health and sustainable consumption. They dive into the team’s shift from MMC Ventures to launching a new kind of impact fund, the lessons learned from backing 3 unicorns, and why founder learning velocity is Jon’s No. 1 metric for long-term success. Eka Ventures is an early-stage VC fund with a clear mission: to back the founders building a more equitable, sustainable future with business models that scale both shareholder value and societal return. Here’s what’s covered: 01:50 Jon’s journey from analyst to co-managing partner at MMC05:15 Launching Eka Ventures: why impact needs its own home08:30 Choosing the themes: consumer health & sustainable consumption12:45 Building conviction around shared value16:00 Distribution in health: why access is half the battle19:25 Generalist vs. Specialist: where Eka fits in23:10 Fund I analysis: what worked and what didn’t27:45 Operating in the “real world”: why it’s harder, but worth it30:10 Lessons from unicorns and founder growth34:00 The problem with how VCs evaluate “team”

11.06.2025

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39 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-Sendungen

E718 | Cameron McLain, Giant Ventures On Why Europe Needs to Own the Stack

E716 | This Week in European Tech with Dan Bowyer, Lomax Ward & Harry Destecroix

E713 | Marta Sjögren, Paebbl on Scaling Carbon-Storing Materials Through Capital and Industrial Alignment

E715 | Cathy White, CEW Communications on Why Comms is now infrastructure in European tech

E687 | Axel Deniz, CEO Bosch Business Innovations: Venture Building, Spinouts & How Corporates Can Power Europe’s Deep Tech Wave

E712 | Nvidia’s $1T AI Bet, Hyperscaler Risk & The Real AI Battleground | Upside

E684 | Max Schertel, finmid & Tim Rehder, Earlybird: Powering European SMBs with the cash they need

E685 | This Week in European Tech with Dan, Mads & Lomax

E430 | Claude Ritter and Stefan Walter, NAP & Rene Andres, EIF: Building Europe’s Future with Expert Founders

E490 | Jon Coker, Eka Ventures: Building Systemic Impact, Why Shared Value Wins & The Founder Learning Curve (ImpactVC spotlight series)

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