EUVC

The home of European tech. Connecting the people, capital and companies building Europe. EUVC features conversations with the founders, investors, operators and policymakers shaping the continent's future. We explore venture capital, startups, AI, deeptech, defense, industrial policy, entrepreneurship and the ideas driving European competitiveness. From emerging managers and unicorn founders to institutional investors and government leaders, EUVC documents the people building Europe's next chapter.

  1. 1d ago

    This Week in European Tech: Europe’s AI edge could be science, not scale

    Europe’s strongest AI opportunity may not be building the biggest general-purpose model. It could be applying AI where the region already has an advantage in science, engineering and specialised industries. In this episode of This Week in European Tech, Dan Bowyer⁠, ⁠Mads Jensen⁠ and ⁠Priyanka Savjani⁠ of ⁠SuperSeed⁠ discuss what London-built Isomorphic Labs tells us about that opportunity and why AI for science could become a distinctive area of strength for the UK and Europe. They also examine who is paying for the AI infrastructure boom, why falling model prices can still lead to rising total costs, how Mistral fits into Europe’s sovereignty ambitions and why Anthropic’s potential IPO could become a benchmark for the wider AI market. The conversation also turns to closer UK-EU cooperation and whether sector-specific agreements could strengthen Europe’s technology ecosystem. Highlights Why Europe’s AI advantage may be strongest in scienceWhat Isomorphic Labs could signal about the UK’s AI opportunityWho is ultimately paying for the AI boomWhy cheaper AI can still mean higher overall spendingWhere Mistral fits into the sovereign AI debateWhy price-performance matters more than headline model sizeHow Anthropic’s IPO could reshape AI valuationsWhether deeper UK-EU cooperation could benefit European tech------- We’re pleased to be partnering with Luxembourg Venture Days on October 14–15 at Luxexpo The Box. Explore the agenda and register here: venture-days.lu -------

    This Week in European Tech: Europe’s AI edge could be science, not scale
  2. 3d ago

    Summit | Joe McDonald (tem) & Adam Chirkowski (AlbionVC): Fixing the $900B energy problem

    Cheap, reliable energy is becoming a strategic advantage. As AI, data centres and manufacturing demand more power, the economics of electricity increasingly influence which countries and companies can stay competitive. Recorded at EUVC Summit 2026, Joe McDonald, CEO and Co-Founder of tem, joins Adam Chirkowski, Partner at AlbionVC, to discuss how the energy market needs to change and why the UK and parts of Europe could be particularly well positioned to build major new companies in the sector. Joe explains how tem is rebuilding the transaction infrastructure behind energy using AI, why layers of intermediation still add significant cost and what it takes to compete with long-established utilities. The conversation also explores why the complexity of energy can create defensibility, how the sector could develop in a similar way to fintech and why lowering the cost of the electron matters far beyond the energy industry itself. Highlights Why energy costs increasingly influence national competitivenessHow AI and data centres are increasing the importance of low-cost powerWhere friction still exists in energy transactionsHow tem is building new transaction infrastructureWhy incumbents struggle to reinvent their own business modelsHow complexity can become a moat in energyWhy the UK and parts of Europe may have a structural advantageWhat the energy sector can learn from fintechWhy Europe could produce the next generation of major energy companies

    Summit | Joe McDonald (tem) & Adam Chirkowski (AlbionVC): Fixing the $900B energy problem
  3. 4d ago

    Jasper Roll (Haufe Group Ventures): How to build a credible CVC without a traditional fund structure

    A credible CVC does not have to start with a traditional fund structure. Haufe Group Ventures⁠ built its model around an evergreen balance-sheet setup, a lean team and a clear mandate, proving the approach through deals rather than a large fund launch. In this episode, Andreas Munk Holm and Jeppe Høier speak with Jasper Roll, Managing Director at Haufe Group Ventures⁠, about how he helped build the venture arm of a family-owned German software company from the ground up. Jasper explains how Haufe combines direct investments, venture building and, more recently, LP investing, why the team deliberately started small and how three investors have completed more than 20 deals, including follow-ons. He also shares why early-stage CVCs need a clear portfolio strategy, enough commitment to build it properly and the discipline to walk away when valuations or deal dynamics do not fit the model. The conversation also explores how Haufe manages expectations around venture timelines and failures, how a young CVC builds credibility with founders and other investors and why Jasper believes corporates can no longer rely on innovation happening entirely within their own walls. Highlights How to build a credible CVC without a traditional fund structure Why Haufe deliberately started with a lean setup How direct investing, venture building and LP investing work together How a three-person investment team has completed more than 20 deals Why CVCs need conviction before committing capital Why saying no can be harder than saying yes How to manage internal expectations around failures and long-term returns How young CVCs build credibility with founders and investors Why corporates need to engage with innovation beyond their own walls Timestamps (00:00) Intro(02:00) From startup operator to building Haufe Group Ventures(04:00) Designing Haufe’s corporate venturing model(09:00) AI, SaaS and the new moats in software(16:00) How a three-person team completed 20+ deals(24:00) Navigating inflated AI rounds and knowing when to say no(28:00) Building credibility and deal flow as a young CVC(34:00) Managing failures, returns and internal expectations(40:00) What European corporates should learn from the Mittelstand

    Jasper Roll (Haufe Group Ventures): How to build a credible CVC without a traditional fund structure
  4. 5d ago

    Summit | Pavel Mucha (Aspire11): Why and how a Czech pension fund launched a €500m venture fund

    Getting pension capital into venture is not simply about proving that the returns are attractive. It requires building an investment model that institutions can actually underwrite, while knowing which parts of the strategy should remain non-negotiable. Pavel Mucha, Founder of Aspire11, explains how a Czech pension fund committed €500 million to venture and growth investing, why the team chose to start with €500 million rather than the €2 billion initially discussed and how they structured the platform to make pension capital work in practice. The conversation covers how Aspire11 adapted the economics, absorbed initial costs and introduced shorter commitment windows, while maintaining its position on avoiding home bias, accepting long holding periods and building concentrated portfolios. Pavel also discusses why attracting younger savers mattered, what venture can learn from pension investment in buyout funds and how the Canadian pension model influenced Aspire11. Highlights Why Aspire11 started with €500m rather than €2bn What pension capital needed from a venture investment model Why attracting younger savers mattered alongside returns What venture can learn from pension investment in buyouts Why Aspire11 rejected a domestic-only investment mandate Why long holding periods and concentration mattered How Aspire11 removed an additional management-fee layer Why the team absorbed initial costs itself How vintage windows made commitments easier to manage How fund investments and later-stage direct investments helped smooth the J-curve

    Summit | Pavel Mucha (Aspire11): Why and how a Czech pension fund launched a €500m venture fund
  5. Sep 30

    Greg Lawton (Nodes & Links): Why product-market fit won’t get you through enterprise procurement

    A product can solve a real problem and still fail to make it through enterprise procurement. Greg Lawton, CEO at Nodes & Links, joins Andreas Munk Holm to explain why technical founders selling into large, risk-sensitive organisations need more than product-market fit. Greg argues that they also need company commercial fit: the processes, security, compliance and operational maturity required for a customer to actually buy from them. Drawing on his experience selling into defence and building Nodes & Links, Greg explains why complex enterprise sales is often about clearing milestones long before revenue starts to scale. That means understanding how decisions are really made across users, management, budget holders, IT, security and procurement. The conversation also explores why procurement friction can become a competitive moat, how to hire for relationship-led sales, why legitimacy matters more than lead volume and how Nodes & Links built auditable AI for environments where hallucinations are unacceptable. Highlights Why product-market fit is not enough for complex enterprise salesWhat company commercial fit means in practiceWhy procurement milestones can matter more than early revenueHow multiple stakeholders shape the enterprise buying processWhy procurement barriers can reduce competitionWhat Greg looks for in enterprise sales hiresWhy legitimacy matters more than a huge top of funnelHow Nodes & Links approaches AI where outputs need to be provably reliable------- We’re pleased to be partnering with Luxembourg Venture Days on October 14–15 at Luxexpo The Box. Explore the agenda and register here: venture-days.lu ------- Timestamps (00:00) Intro(02:45) Why product-market fit is only the first hurdle(05:00) Why enterprise sales is a milestone game, not a revenue game(06:20) What Nodes & Links does and why its AI must be auditable(09:40) Selling AI where hallucinations are unacceptable(12:10) How enterprise procurement really works(16:00) Why barriers to entry become barriers to competition(17:30) What selling to the Navy taught Greg about complex sales(20:10) Hiring for relationship-led enterprise sales(23:45) Why legitimacy matters more than lead volume(28:15) How the AI boom changed the sales conversation(32:50) Why pilot contracts can mean very little(34:35) What 744 years of project time saved looks like(36:35) Why complex enterprise software is still difficult to build in-house

    Greg Lawton (Nodes & Links): Why product-market fit won’t get you through enterprise procurement
  6. Sep 29

    Itxaso del Palacio (Notion Capital): The founder health paradox

    Working longer does not necessarily make founders feel worse. In fact, some of the founders putting in the most hours report feeling healthier than their peers. Itxaso del Palacio, General Partner at Notion Capital, explores this founder health paradox and why feeling capable of pushing harder may not be the same as performing sustainably. Using lessons from endurance sport and findings from Notion Capital’s Negative Split research, she explains why founders need to pace themselves for a journey that can last five, eight or ten years. She also looks at the role of intrinsic motivation, teams, coaches and peer networks in helping founders maintain performance over time. The talk ultimately challenges investors and board members to look beyond growth metrics and consider whether the people building the company have what they need to finish the race strongly. Highlights Why founders can learn from endurance athletesWhat the negative split reveals about sustainable performanceWhy long working hours can distort how healthy founders feelWhat startup culture misunderstands about recoveryWhy intrinsic motivation matters over the long termHow strong support networks help founders keep performingWhy boards should look beyond financial and operating metricsWhy the way a founder finishes matters more than how they startThis session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme. Timestamps (00:00) Intro(01:20) What happens when founders have to keep going for years(03:00) Why elite athletes pace for the second half(04:35) Why investors treat founders like machines(05:30) What the Negative Split research found(06:40) The perception gap around founder health(08:05) What startup culture gets wrong about recovery(09:10) Intrinsic motivation and support networks(10:00) Why founder health is a business issue(10:40) What investors should ask in the boardroom(11:15) Why performance is about how you finish

    Itxaso del Palacio (Notion Capital): The founder health paradox
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About

The home of European tech. Connecting the people, capital and companies building Europe. EUVC features conversations with the founders, investors, operators and policymakers shaping the continent's future. We explore venture capital, startups, AI, deeptech, defense, industrial policy, entrepreneurship and the ideas driving European competitiveness. From emerging managers and unicorn founders to institutional investors and government leaders, EUVC documents the people building Europe's next chapter.

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