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. E711 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

    2D AGO

    E711 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

    In this episode of Upside, Dan Bowyer, Mads Jensen of SuperSeed and Lomax Ward of Outsized Ventures unpack a week where geopolitics, AI arms races and Europe’s tech momentum took over the headlines. A new oil shock triggered by tensions around the Strait of Hormuz threatens global energy flows and raises the spectre of another inflation cycle with direct consequences for venture capital and startup funding. At the same time, the economics of modern warfare are shifting rapidly, with cheap drones and fast-iteration defence technology reshaping how conflicts are fought and who builds the tools. Against that backdrop, Europe delivered a surprisingly strong week for tech: France produced the continent’s first $1B seed “Instacorn”, Revolut finally secured its UK banking licence, and new proposals could finally push Europe closer to unified capital markets. Meanwhile in AI, the race for chips, coding platforms and infrastructure continues to accelerate, from Nvidia’s looming announcements at GTC to Meta building its own inference silicon and the meteoric rise of AI coding startup Cursor. This isn’t just a tech news cycle. It’s energy markets, AI infrastructure, and European innovation ecosystems moving at the same time. What’s covered • The Strait of Hormuz oil shock and its ripple effects on venture markets• Ukraine’s emergence as a real-time defence innovation ecosystem• The shifting economics of warfare: cheap drones vs expensive missiles• Europe’s first $1B AI seed round and the rise of frontier labs in Paris• Yann LeCun’s new “world models” bet and the next frontier in AI• Capital markets integration and whether Europe can finally unify funding• Cursor’s $50B trajectory and the future of AI coding platforms• The AI chip war: Meta’s inference silicon vs Nvidia’s dominance• AI layoffs and whether productivity narratives are masking pandemic over-hiring

    37 min
  2. E710 | Helen McShane, Young Lives vs Cancer and Zoe Peden, Ananda on Mission-Driven Capital: When a 60-Year-Old Frontline Charity Becomes an Investor

    5D AGO

    E710 | Helen McShane, Young Lives vs Cancer and Zoe Peden, Ananda on Mission-Driven Capital: When a 60-Year-Old Frontline Charity Becomes an Investor

    Healthcare startups rarely fail because of bad technology. They fail because the system won’t let them in. In this episode, Andreas speaks with Helen McShane, who leads the Innovation Lab at Young Lives vs Cancer, and Zoe Peden, Partner at impact venture firm Ananda, about a new experiment in healthcare innovation: a charity investing directly in startups. After more than 60 years supporting children and families affected by cancer, Young Lives vs Cancer has deep insight into where the system works — and where it doesn’t. Through its Innovation Lab, the charity is now deploying mission capital to support startups building solutions for young cancer patients. Their first investment: £30,000 into Little Journey, a platform designed to help children prepare for medical procedures. Helen and Zoe explore how charities can combine institutional knowledge with venture discipline to help startups navigate complex healthcare systems and accelerate adoption where it matters most. In this episode: Why healthcare startups struggle with adoption What “mission capital” means in practice How charities can support startup innovation Why credibility and partnerships often matter more than cheque size

    23 min
  3. E709 | Dr Lilian Schwich, cylib on Europe’s Battery Recycling Gap

    MAR 11

    E709 | Dr Lilian Schwich, cylib on Europe’s Battery Recycling Gap

    Europe’s climate transition is no longer only about emissions. It is increasingly about sovereignty: control over industrial capacity, critical materials, and resilient supply chains. In this episode of Leaders Shaping a Resilient Planet, Carmel Rafaeli⁠, Founding Partner at ⁠The Table⁠ and our very own ⁠Andreas Munk Holm⁠, are joined by ⁠Dr Lilian Schwich⁠, Co-Founder & Co-CEO ⁠cylib⁠, a company building one of Europe’s most advanced lithium-ion battery recycling platforms. Together they unpack one of the least understood gaps in Europe’s battery value chain: refining metallurgy — the step that converts battery scrap into high-purity critical raw materials that gigafactories can actually use. Dr. Schwich explains why Europe still lags Asia in the battery ecosystem, what it takes to scale an industrial climate company, and why recycling is becoming a foundational capability for Europe’s industrial future. In this episode • Why refining metallurgy is Europe’s missing battery capability• How cylib is closing the loop in the battery value chain• Why battery recycling is a sovereignty issue• How to finance industrial climate companies• What makes corporate partnerships actually work

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

    MAR 9

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

    MAR 6

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

    MAR 5

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

    MAR 4

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

    MAR 2

    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
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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
    710
  • Rating
    Explicit
  • Copyright
    © The European VC
  • Show Website
    EUVC

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