EUVC

EUVC
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EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love. Follow us and stay in the loop with everything European VC on eu.vc

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

    22 HR AGO

    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

    1h 8m
  2. E707 | Ash Pournouri (Belong), Sundar Arvind (Mozart AI) & Daniel Waterhouse (Balderton Capital): AI Music, Control and the Next Creative Era

    3 DAYS AGO

    E707 | Ash Pournouri (Belong), Sundar Arvind (Mozart AI) & Daniel Waterhouse (Balderton Capital): AI Music, Control and the Next Creative Era

    This special episode is an inside look at AI music from three very different vantage points: the builder, the investor, and the industry insider. Andreas is joined by Sundar Arvind, CEO & Co-Founder at Mozart AI, building a collaborative generative audio workstation; Daniel Waterhouse, General Partner at Balderton Capital; and Ash Pournouri, Co-Founder of Belong, entrepreneur, producer, and former manager of Avicii. Together, they unpack how AI is reshaping music creation, how serious investors underwrite risk in a litigious industry, why “one-click songs” miss the point, and whether AI expands creativity or commoditizes it. If you want a grounded view of where the real fault lines are — rights, training data, authorship, collaboration, and the psychology of creativity — this is it. Share What’s covered: 00:40 Mozart AI’s vision: a collaborative generative audio workstation 05:10 DAWs, EDM, and why tech has always expanded music creation 06:35 Why “one-prompt songs” optimise for quantity, not craft 09:20 Underwriting AI music: how VCs think about billion-dollar incumbents 13:00 Is this a new instrument or a 100x larger market? 18:45 Are professional artists already using AI tools? 21:00 Copyright, training data, and legal diligence in AI music 25:15 Philosophically: what are “rights” when machines learn from music? 33:40 Diffusion models explained simply: how AI generates sound 36:30 The return of the band? Multiplayer music creation 40:00 Ash Pournouri joins: the industry’s instinct is protection 44:10 “You can’t stop development”: why demand always wins 48:50 Packaging matters: AI as tool vs AI as replacement 51:20 Lowering thresholds and democratization across decades 56:30 Five-year predictions? We’re on the vertical part of the curve 58:10 The “vibe coding” moment for music

    55 min
  3. E706 | Jo Slota-Newson & Marc Sabas, Almanac Ventures: Systemic Deep Tech for Industrial Decarbonisation

    4 DAYS AGO

    E706 | Jo Slota-Newson & Marc Sabas, Almanac Ventures: Systemic Deep Tech for Industrial Decarbonisation

    Industrial systems are responsible for 75% of global emissions, yet only a quarter of climate-focused VC money flows into them. Not because investors don’t care — but because these systems are hard. They’re interconnected. Capital-intensive. Slow-moving. Technically dense. And deeply under-innovated. Almanac Ventures is built to change that. In this episode of the EUVC Podcast, Andreas Munk Holm sits down with Jo Slota-Newson and Marc Sabas, co-founders of Almanac Ventures — a new European seed and pre-seed deep tech fund laser-focused on unlocking decarbonisation in industrial systems through scientific breakthroughs and commercial discipline. This is a pitch episode — a chance for the EUVC LP & GP community to hear directly what Almanac stands for, how they invest, and why the next decade of industrial innovation will be shaped by specialist deep tech funds with true scientific and financial edge. Here’s what’s covered: 00:49 | What Almanac Ventures is — a European seed/pre-seed deep-tech fund backing scientific breakthroughs applied to industrial systems 01:31 | The founding team — Jo’s nanoscience PhD + 18 years commercialising deep tech, Marc’s finance → CVC → impact VC journey (and Jo’s 37km Channel swim) 03:52 | The complementary edge — technical rigor meets financial/commercial structuring, evidenced through 45 investments and a 2.3× MOIC track record 05:22 | The industrial innovation gap — 75% of emissions come from industry, yet only ~25% of climate VC targets it (because the systems are hard, complex, and interconnected) 06:11 | Why industry is ripe for deep-tech disruption — 20th-century inefficiencies, high value pools, and the need for performance + cost + decarb together 10:17 | “Deep tech works for venture—if you know where to look” — how to identify capex-efficient, scalable industrial technologies vs. science projects that need different capital 12:25 | Case study: Hot Green — a new compressor architecture enabling industrial heat pumps for 200–400°C processes (F&B, manufacturing) with electrification upside 13:49 | Case study: ReClinker — Cambridge spinout recycling cement inside steel arc furnaces, piggybacking heat, removing the CO₂-heavy chemistry step 15:19 | Do you need to be an operator to invest in deep tech? — why complementary experience (science + venture + corporate + some ops) beats any single “must-have” 18:35 | Investment strategy — first-check investor at TRL 4–7, pan-Europe, €300k–€1M tickets, aiming for a 25–30 company portfolio with follow-on capacity

    17 min
  4. E705 | Martin Schilling, Deep Tech Momentum: Why Europe’s Deep Tech Problem Isn’t Funding

    5 DAYS AGO

    E705 | Martin Schilling, Deep Tech Momentum: Why Europe’s Deep Tech Problem Isn’t Funding

    Europe does not have a deep tech problem. It has a commercialisation problem. The last European companies to reach €100B+ market caps were SAP and ASML, both founded 40–50 years ago. If Europe wants a new generation of deep tech champions, venture capital alone won’t get us there. Customers have to step in. In this episode, Andreas Munk Holm is joined by Martin Schilling, former operator, investor, and founder of Deep Tech Momentum, to unpack why Europe excels at funding breakthroughs, but consistently fails to industrialise them. This is a conversation about: why enterprise buyers are the missing link in European deep tech what corporates are doing wrong (and how they can fix it) how founders actually win large customers in complex, regulated markets and why courage — not grants — is Europe’s real constraint Share 🎧 Here’s what’s covered: 01:15 Martin’s background: from N26 operator to deep tech ecosystem builder 01:52 What is Deep Tech Momentum (DTM)? 03:00 Why commercialisation — not capital — is the real bottleneck 04:19 The age gap: Europe’s top companies vs the US 06:26 Why US corporates acquire twice as many startups as Europe 06:54 The uncomfortable truth: Europe funds innovation others industrialise 08:54 Why corporates (not just VCs) must change behaviour 10:49 Neo-primes: the new system integrators Europe desperately needs 12:50 The four things corporates must fix to work with startups 15:06 Why startup collaboration must be CEO-owned 17:14 Buyers first: why conferences get this wrong 19:03 Money + customers: the only two things founders really need 21:27Trust, speed, and why procurement kills startups 23:25 Why trust starts inside the corporate, not with founders 27:03 Selling deep tech to enterprises & governments: what actually works 32:03 When CVCs help — and when they hurt 33:08 Enterprise sales mistakes founders keep making 38:28 Deep tech sales reality: defense, policy, and long cycles 44:57 Why DTM is not EU-funded — by design 49:07 The state’s real role: customer, not grant machine 49:23 Final takeaway: Europe needs courage, not more programs

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

    2 MAR

    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

    59 min
  6. E703 | Max Bray and Juliet Bailin, Kindred Capital VC: LP Conviction, $15B Funds & The Venture Barbell

    27 FEB

    E703 | Max Bray and Juliet Bailin, Kindred Capital VC: LP Conviction, $15B Funds & The Venture Barbell

    What exactly are LPs buying when they allocate to venture today and do they still believe in it? In this episode, Andreas sits down with Max Bray and Juliet Bailin, both Venture Partners at Kindred Capital VC to unpack what’s really happening beneath the fundraising headlines. Max brings the raw perspective of trying to raise a first-time fund in 2025 with unicorn-founder GPs, strong angel track records, and still struggling to secure second meetings. Juliet brings the sharper counterpoint: LP frustration isn’t always ignorance. Sometimes it’s a rational response to how venture has been practiced, especially around transparency, liquidity discipline, and the unrealistic expectation that a GP should be world-class at everything. This is a conversation about: LP behavior in uncertain cycles The myth of the “full-stack investor” Why solo GP economics are brutal Whether software still needs venture And why the fund model is splitting at the extremes Not hot takes. Not doom. Just honest mechanics. Share What’s Covered: 01:04 Max’s 2025 fundraising reality: even strong “on-paper” stories struggle to get second calls 03:46 LP rotation: capital moving toward liquidity, security, and shorter-duration bets 05:08 LP frustration: transparency gaps + liquidity decision-making 07:09 LPACs as sparring partners, not governance theatre 09:31 Europe’s structural issue: too few LPs and GPs have lived full cycles 12:47 The “full-stack investor” myth: investing + fund management + compliance + IR 14:46 Solo GP economics: why 2/20 breaks at the small end 26:08 The barbell thesis: platforms on one end, specialists on the other 27:56 Software defensibility compression in the AI era 30:24 Will AI decentralize outcomes — or centralize them further? 33:10 The rise of AI roll-ups and alternative capital models 35:19 The “middle-market squeeze” — real or overhyped? 39:34 What founders actually care about when choosing a fund

    37 min
  7. E702 | Lubomila Jordanova, Plan A: Climate Isn’t “Over”

    25 FEB

    E702 | Lubomila Jordanova, Plan A: Climate Isn’t “Over”

    Climate isn’t “over.” But building in climate has entered a new chapter, defined by shifting regulation, politicized narratives, buyer confusion, and a market that funded dozens of overlapping platforms. In this episode, Andreas and co-host Carmel Rafaeli, Founding Partner at The Table, sit down with Lubomila Jordanova, Co-founder & CEO of Plan A, just weeks after Plan Ajoined forces with Diginex, the NASDAQ-listed sustainability technology company, at the end of 2025. The conversation is part of Leaders Shaping a Resilient Planet, a series spotlighting exceptional founders in climate tech who happen to be women. The focus is not identity as a theme, but execution as a discipline. These are operators building in some of the most complex and capital-intensive parts of the real economy. This is not an acquisition recap. It is a clear-eyed discussion about what it takes to build and responsibly exit a climate tech company in a market that is maturing quickly. What’s covered: 00:52 The Table: co-investing community + the Foundation’s recoverable grants model 02:05 Introducing Lubomila Jordanova and Plan A 02:45 The acquisition: why Plan A chose to lead consolidation 04:35 Fundraising logic → acquisition logic: what changed 06:40 Founder outcome vs VC outcome: how alignment works in an exit 11:30 “The truth is where the real economy sits”: what carbon software actually sells 13:30 The uncomfortable line: “glorified consulting with a digital angle” 15:05 What VC portfolios get wrong in climate: return distribution, capital stack, secondaries 16:55 Why “climate” can’t be one bucket: hardware vs SaaS vs reporting 20:00 Managing investor perception: visibility, bias, and boardroom baggage 23:15 The broader financial pyramid: VC vs public markets vs real-economy signals 27:35 Post-exit reality: why a public-company KPI lens changes the conversation 31:10 Three founder learnings (humility, ecosystem, real-world problems) 33:55 A rare founder truth: pregnancy during the exit + building with “more hats than one”

    35 min
  8. E701 | Andy Lurling, Lumo Labs: Smart Capital from Eindhoven and Investing in AI for Health

    24 FEB

    E701 | Andy Lurling, Lumo Labs: Smart Capital from Eindhoven and Investing in AI for Health

    In a market where “AI fund” can mean almost anything, Lumo Labs is unusually specific: digital deep tech, deployed early, and anchored in one of Europe’s densest innovation clusters—Eindhoven, home of Philips’ legacy and the High Tech Campus (“smartest square kilometer” energy). In this EUVC pitch episode, Andreas sits down with Andy Lurling, founder & GP of Lumo Labs, to unpack how an entrepreneur-turned-investor built a fund that’s deliberately more than money: a structured support program, deep technical selection, and a thesis shaped by real-world constraints, health systems under pressure, and cities as the source of most emissions and pollution. Share What’s covered: 00:59 Why “Labs” and why Eindhoven: origin story + Philips legacy 02:31 Andy’s founder journey: EyeOpener, ESA as first investor, and the exit 06:15 From angel tickets to a fund: two cornerstone LPs pull them into fund building 08:26 Fund I recap: €20m, 23 pre-seed/seed investments 08:58 Fund II status: just over €40m raised, targeting €100m final size 10:34 The actual thesis: AI + digital deep tech (security, IoT, AR) 13:12 SDG focus: health, education, sustainable cities + climate action (urban) 15:31 Why these sectors: prevention over curing, and cities as the “source problem” 19:22 Where they invest: Netherlands/Belgium/Germany core; Spain/Portugal + Nordics via scouts 20:30 “Smart capital” in practice: leadership, market fit, storytelling, follow-on readiness 23:30 Track record snapshot: 30 companies; 3 dead; 9 (soon 11) moving into scale-up territory

    22 min
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About

EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love. Follow us and stay in the loop with everything European VC on eu.vc

Information

  • Channel
    EUVC
  • Creator
    The European VC
  • Years Active
    2020 - 2026
  • Episodes
    707
  • Rating
    Explicit
  • Copyright
    © The European VC
  • Show Website
    EUVC

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