EUVC

•

Kanaal • 5 programma’s

Zakelijk

Zakelijk

Maandelijks bijgewerkt
Technologie

Technologie

Wekelijks bijgewerkt
Investeren

Investeren

Tweewekelijks
Investeren

Investeren

Tweewekelijks
Investeren

Investeren

Tweewekelijks

21 jun

This Week in European Tech: Europe's next trillion-dollar company won't look obvious

Europe already produces world-class technology companies. The mistake is assuming future winners will look obvious before they become winners. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed speak with Joe Schorge, Founder and Managing Partner at Isomer Capital, about why the best investors focus less on predicting outliers and more on building exposure to exceptional founders, technologies and ecosystems. Joe shares why Europe's next trillion-dollar company is probably already operating today, what Amazon and Google teach us about identifying future winners and why diversification remains one of the most powerful tools in venture capital. The conversation also covers AI sovereignty, Anthropic's model shutdown, DeepSeek's $7 billion round, Mistral's latest raise and Europe's position in the global AI race. Key highlights: Why Europe's next trillion-dollar company probably already existsWhy future winners rarely look obvious early onThe LP case for backing ecosystems instead of chasing predictionsLessons from Amazon and GoogleWhy Europe already produces world-class technology companiesWhy tech sovereignty depends on world-class productsDeepSeek, Mistral and the future of AI infrastructureWhether Europe can compete with the US and China in frontier technologyTimestamps (00:00) Introduction(05:00) Why Accenture matters for the future of AI adoption(12:00) Anthropic's model shutdown and AI sovereignty(15:00) Why tech sovereignty is creating opportunities for European startups(20:00) AI alliances, geopolitics and Europe's position(26:00) DeepSeek's $7 billion funding round(31:00) Mistral's next chapter and Europe's AI ambitions(35:00) Can Europe build a trillion-dollar technology company?(38:00) Why future winners rarely look obvious(40:00) Europe's world-class technology companies(41:00) Isar Aerospace and European winners(42:00) European tech deal of the week(43:00) The week ahead in AI and ventureLearn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets here.
4 jul

This Week in European Tech: Has the West become too risk-averse?

What happens when a society becomes too afraid to take risks? In the latest episode of This Week in European Tech, Mads Jensen and Dan Bowyer of SuperSeed are joined by Lomax Ward of Outsized Ventures to discuss whether the West's growing aversion to risk is holding back innovation, capital allocation and long-term competitiveness. Together, they explore UK technology policy, AI infrastructure, trade tensions, enterprise AI adoption and defence investing, alongside a broader discussion about capital allocation, competitiveness and where the next generation of technology winners will come from. Highlights Is the West becoming too risk-averse?What a new UK government could mean for technologyWhy AI is becoming a geopolitical assetThe next phase of enterprise AI adoptionHow trade tensions are reshaping technology marketsWhy the biggest venture winners are rarely obvious earlyWhat Quantum Systems says about investing ahead of the market————— Love Tomorrow Summit - July 23, 2026, Tomorrowland, Belgium The Impact Circle Investor Lounge - July 24, 2026 EUVC is curating the investment stage. Register here. ————— Timestamps (00:00) Introduction(01:00) News roundup(05:00) Burnham's Britain and the future of UK growth(10:00) Has the West become too risk-averse?(21:00) AI, governments and strategic control(35:00) AI markets: rotation, not collapse(43:00) Trade tensions, tariffs and Europe's dilemma(55:00) Why AI still needs humans(01:01:00) Deal of the week: Quantum Systems(01:04:00) Deal of the week: EquiLibre(01:05:30) What to watch next week
27 apr

This Week in European Tech: Chinese AI models narrow the gap

Models are converging. Chinese open source models are catching up. Applications are becoming the moat. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed examine the shifts shaping AI, markets and Europe’s role. From DeepSeek’s progress to the EU AI Act, the focus is on where the real competitive edge is forming, alongside cyber incidents, the race between frontier labs, and why coding is central to how AI systems improve and are used, before closing on pressure in private credit and what it could mean for SaaS. Key highlights Chinese open-source AI is rapidly closing the gap with US leadersThe EU is considering revisions to its AI Act, including scope and timeline changesCyber incidents reveal systemic data management failuresFrontier labs are moving up the stack into applications, with coding central to progressPrivate credit exposure to SaaS could lead to repricingTimestamps (00:00) Intro and overview of key topics (05:45) DeepSeek V4 and model competition (11:30) EU AI Act discussions (16:45) Cyber breaches and data governance issues (21:30) Digital ID systems and Estonia’s model (26:30) Sergey Brin, DeepMind and AI coding race (32:00) SpaceX, Cursor and AI distribution strategy (39:30) Private credit, space sovereignty, predictions and week ahead Subscribe to EUVC, the home of European tech, for more insights: ⁠https://www.eu.vc/subscribe
24 apr

Jarna Hyvönen, Volare on Why Climate Hardware Needs a New Funding Playbook

In climate hardware, the capital stack shapes everything. This is according to Jarna Hyvönen, Co-Founder and CEO of Volare. She joins Andreas Munk Holm and co-host Carmel Rafaeli, Founding Partner at The Table, in this episode of Leaders Shaping a Resilient Planet to break down what it takes to finance and scale industrial climate companies. Volare is building a circular platform using black soldier flies to turn food industry side streams into protein, oils and fertilisers. Jarna explains how they structured a mix of equity, debt, mezzanine and grants to fund their first industrial facility, and what it takes to align these instruments in practice. Key topics Multi-instrument funding from day oneInterdependent capital and fundraising complexityThe importance of early financial capabilityDe-risking through proven systemsWhen unit economics become visible at scaleTimestamps (00:00) Climate tech funding gap(03:00) From research to industrial scale(06:00) Inside the mixed capital stack(10:00) Interdependent financing(14:00) Financial strategy and CFO role(18:00) De-risking and innovation(22:00) Market shift to viability(26:00) Scaling and unit economics Subscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
4 mei

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
11 mei

This Week in European Tech: Anthropic’s rise, China’s AI push and Europe’s tech dilemma

This week on This Week in European Tech, Mads Jensen of SuperSeed, Lomax Ward of Outsized Ventures and Andrew J Scott of 7percent Ventures discuss Arm’s AI pivot, Spotify earnings and Anthropic’s explosive growth. The conversation also covers the EU’s clash with Meta, ASML’s semiconductor moat, UK fusion ambitions and SAP’s €1 billion acquisition of Prior Labs. Key highlights Why AI may be shifting demand back towards CPUsAnthropic’s explosive growth, cloud spending and IPO speculationThe debate around AI safety, regulation and national securityASML’s semiconductor dominance and China’s AI workaroundsWhy energy infrastructure and industrial policy matter for AITimestamps (00:00) Intro and this week’s themes(02:00) Arm and Spotify earnings reactions(05:00) Arm’s shift from licensing to AI CPUs(09:00) Agentic AI and rising CPU demand(11:00) Anthropic growth, cloud spending and valuation speculation(16:00) Enterprise AI implementation and PE-backed AI services(23:00) AI safety, regulation and national security debates(31:00) The EU’s clash with Meta over AI access in WhatsApp(39:00) ASML, semiconductor infrastructure and China’s catch-up efforts(46:00) UK fusion ambitions and strategic industrial policy(55:00) SAP acquires Prior Labs for €1 billionSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
30 jun

Episode #3: Consumer Tech Napkin | Building great teams in consumer tech

Great consumer teams still start with the customer. AI is changing the speed, tools and team structures around them, but the fundamentals of building enduring consumer companies remain remarkably consistent. In Episode 3 of the Consumer Tech Napkin series, produced in partnership with True Global, ⁠Andreas Munk Holm⁠ speaks with ⁠Rishabh Kaul⁠ (Venture Partner at ⁠Hoxton Ventures⁠), ⁠Mike Martin⁠ (Director, Investment at ⁠True Global⁠) and ⁠Camilla Dolan⁠ (General Partner at ⁠Eka Ventures⁠). Together, they discuss the DNA of successful consumer teams, what investors look for in founders, how AI is reshaping product development, hiring and experimentation, and why customer obsession, distribution and execution continue to separate the best consumer companies from the rest. The conversation also explores defensibility in the AI era, whether consumer investing has truly changed and which consumer categories excite investors most. Highlights What great consumer teams have in commonWhy customer obsession still matters mostHow AI is changing product developmentDistribution as a consumer startup superpowerWhat investors look for in consumer foundersHow to build AI-native teamsThe biggest red flags in consumer investing------ Learn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets ⁠here⁠. ------ Timestamps (00:00) Introduction(02:00) What makes a great consumer team?(07:45) Customer obsession vs. distribution as competitive advantages(13:10) Building teams that can scale with the company(21:10) How AI is changing consumer founders and products(26:00) Can AI-native teams stay lean?(31:10) Why experimentation is becoming a competitive advantage(35:00) Hiring in the AI era: curiosity, expertise and learning velocity(39:50) The biggest red flags in consumer founders(44:00) Founder intensity, disagreement and closing thoughts
17 apr

Sasha Vidiborskiy, Atomico: How to Think About Deep Tech Investing

Deep tech is not about complexity. It is about compounding R&D that builds defensibility and demands a different approach to investing. This is the lens Sasha Vidiborskiy, Partner at Atomico, applies to backing frontier technologies. In this episode, Andreas Munk Holm speaks with Sasha, a quantum physicist turned VC investing in complex products and deep tech. They explore what defines deep tech, how to assess founders, and how Atomico underwrites and invests in technically complex companies, from diligence to timelines and risk. Key highlights Why deep tech is driven by compounding R&D, not complexityWhy timelines are hard to predict, especially in areas like quantum computingWhat sets great deep tech founders apartHow Atomico evaluates and underwrites deep tech opportunitiesWhy Europe is gaining ground in deep techWhy deep tech requires a different investment approachTimestamps (00:00) Intro & Sasha’s background (03:00) From quantum physics to venture capital (07:30) Quantum computing timelines (12:00) What defines deep tech (18:30) Founder traits (26:00) Evaluating deep tech investments (34:00) Atomico’s investment framework (42:00) Europe’s deep tech moment Subscribe to eu.vc, the home of European tech, covering the people, capital, and companies building Europe: https://www.eu.vc/subscribe
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
18 jun

Jaap Vriesendorp (Marktlink Capital): The playbook of one of Europe's most active VC LPs

Europe's challenge isn't a lack of entrepreneurs. It's making sure enough capital reaches them. In this episode, David Cruz e Silva speaks with Jaap Vriesendorp, Managing Partner at Marktlink Capital, one of Europe's most active LPs in venture capital, about why backing European innovation matters, how to build a resilient venture portfolio and what separates the best fund managers from the rest. Jaap shares the thinking behind Marktlink's venture strategy, from vintage diversification and secondaries to manager selection and portfolio construction. He also explains why scale matters in private markets, how the firm uses data science and AI in its investment process and why many LPs make the mistake of running out of capital for their best-performing managers. The conversation also covers emerging managers, long-term capital formation and why Europe deserves more credit as a venture ecosystem. Key highlights: Why European entrepreneurs should back European entrepreneursHow one of Europe's most active VC LPs approaches venture investingThe role of primaries, secondaries and vintage diversificationWhat Jaap looks for in emerging managersWhy scale matters in private marketsHow data science and AI support investment decisionsThe biggest mistakes fund-of-funds investors makeWhy long-term capital is critical to venture successTimestamps: (00:00) Why Europe needs more capital flowing into innovation(02:00) Introduction and Jaap Vriesendorp's background(05:00) From McKinsey to launching a venture fund-of-funds(08:00) The merger that created Marktlink Capital(10:00) Building a platform backed by entrepreneurs(14:00) Why scale matters in private markets(17:00) Product strategy across venture, private equity, co-investments and private credit(23:00) How Marktlink uses data science and AI in investing(29:00) Marktlink's venture investment strategy(30:00) Vintage diversification, primaries and secondaries(33:00) Why annual funds help secure long-term LP capital(37:00) What Marktlink looks for in emerging venture managers(40:00) Why Europe deserves more credit as a venture ecosystemFurther listening: ⁠⁠⁠E347: The $26B CIO Who Turned Superforecasting Into Alpha - How I Invest with David Weisburd⁠⁠⁠ Learn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets here.

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

Website

EUVC

Topprogramma’s

This Week in European Tech: Europe's next trillion-dollar company won't look obvious

This Week in European Tech: Has the West become too risk-averse?

This Week in European Tech: Chinese AI models narrow the gap

Jarna Hyvönen, Volare on Why Climate Hardware Needs a New Funding Playbook

This Week in European Tech: AI is hitting constraints

This Week in European Tech: Anthropic’s rise, China’s AI push and Europe’s tech dilemma

Episode #3: Consumer Tech Napkin | Building great teams in consumer tech

Sasha Vidiborskiy, Atomico: How to Think About Deep Tech Investing

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

Jaap Vriesendorp (Marktlink Capital): The playbook of one of Europe's most active VC LPs

Info

EUVC

Topprogramma’s

Topafleveringen

Info