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-4 dias

Summit | Harrison Rose (Goodfit & Paddle): The future of AI in GTM

AI in GTM is often framed as a productivity tool: write the email faster, automate the workflow or increase the volume of outreach. Harrison Rose, Co-Founder of Goodfit and Paddle, makes the case for a more fundamental shift. His argument is that AI becomes far more valuable when it moves from executing tasks to making decisions. Harrison traces that thinking back to Paddle, where classification models helped identify relevant software companies more quickly and accurately than a manual research process. He then looks at what today’s AI makes possible. By combining market data with past wins, losses, contract values and interactions, teams can begin to predict which accounts are worth pursuing and how to approach them. Harrison explains how expected value can inform those choices and why GTM systems may increasingly decide who gets targeted, when, through which channels and with what level of spend. This talk was recorded during the EUVC Summit & Awards Show 2026. Highlights Why scaling old GTM workflows misses the bigger AI opportunityWhy Harrison sees decision-making as AI’s core strengthWhat Paddle’s early use of classification models revealedHow AI can use more context than an individual repHow expected value can improve account prioritisationWhy GTM strategy could become increasingly dynamic and machine-ledWhat this shift could mean for the buyer experience Timestamps (00:00) Intro(01:00) Why AI in GTM needs a different approach(02:15) The GTM problem Harrison faced at Paddle(03:25) Automating prospect research with classification models(05:00) What Paddle’s early use of AI revealed(06:10) Why automating bad GTM work does not make it better(08:05) Why decision-making is AI’s real strength(09:45) How AI can outperform traditional account mapping(11:10) Using expected value to prioritise accounts(12:50) Letting AI decide channels, spend and outreach(13:55) What programmatic advertising tells us about the future of GTM(14:35) The future of AI-led go-to-market
18/09

This Week in European Tech: Europe’s venture market still leans on public capital

Europe’s venture ecosystem has grown, but how durable is the capital supporting it? Government and sovereign funding remain significant while European pension fund participation is still limited. In this episode, Dan Bowyer, Mads Jensen and Priyanka Savjani of SuperSeed examine what Europe’s reliance on public capital means for the long-term strength of its venture market. They also share their takeaways from the All-In Summit, discuss why Langdock reversed its Delaware structure, assess how higher rates could affect AI infrastructure spending and explore Europe’s role in physical AI and advanced manufacturing. Highlights Why public funding can leave European venture politically vulnerableWhat limited pension fund participation means for long-term capitalWhy Langdock moved its corporate structure back to EuropeWhether independent evaluation can address AI safety concernsHow rising rates could reshape the AI infrastructure boomOpenAI’s advertising opportunity and the economics of conversational AIEuropean technology’s role in physical AI and manufacturingThe companies and technologies worth watching this weekTimestamps (00:00) Cold open(01:13) Introduction(02:39) Inside the All-In Summit(15:00) Closer ties between Canada and the EU(17:59) Why LangDock moved its corporate structure to Europe(20:38) Who funds European venture?(23:44) AI safety: Slow down or audit the models?(35:53) How higher rates could affect AI infrastructure spending(42:45) OpenAI’s advertising and monetisation opportunity(46:39) European IPOs and the OpenAI–Anthropic model race(49:41) Physical AI, humanoid robots and industrial software(55:37) Deals and companies of the week(58:48) The week ahead
-3 dias

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
23/09

Hans Söhngen (KPN Ventures): Rebuilding a CVC that stopped serving the mothership

A CVC can stay active on paper while becoming increasingly irrelevant to the company that owns it. That was the situation Hans Söhngen stepped into at KPN Ventures. After years of early-stage investing, the fund lacked strong internal anchoring and had too little evidence of the value it was creating for KPN. In this conversation, Andreas Munk Holm and Jeppe Høier speak with Hans Söhngen, Managing Director at KPN Ventures, about how he helped turn the fund around. The new approach starts with a simple test: why does this investment make sense for KPN? Hans explains how that question reshaped the portfolio, the companies KPN Ventures backs and the way the team works with business units across KPN. He also reflects on what he would change about the legacy portfolio, why internal sponsors need to genuinely want a partnership and how strategic relevance can be tested through real commercial activity. The financial side still matters. Hans discusses how KPN Ventures looks for companies that can contribute strategically while remaining strong investments in their own right. Portfolio partnerships generated more than €20 million in revenue for KPN last year, and Hans says that figure could nearly double this year. Highlights Why KPN Ventures needed to rethink its original modelHow Hans rebuilt the fund around value for KPNThe logic every new investment needs to passWhat he learned from managing the legacy portfolioWhy commercial revenue is an important measure of strategic impactHow KPN balances strategic and financial returnsWhy internal sponsors need to pull opportunities into the businessWhat made KPN relevant to ElevenLabsWhy fewer, higher-impact partnerships can create more value Timestamps (00:00) Intro(02:20) Why KPN Ventures was created(05:40) Where the original CVC model stopped working(09:20) Rebuilding the fund around value for KPN(12:15) The logic every new investment needs to pass(14:45) What Hans would change about the legacy portfolio(21:10) Building the new KPN Ventures strategy(24:50) How KPN measures strategic value(26:30) Why KPN invested in ElevenLabs(31:45) Balancing strategic value with financial returns(38:00) Moving faster and giving founders a clear answer(40:15) Why every deal needs an internal sponsor(41:50) Why KPN reduced innovation noise and focused on fewer deals
15/09

Alex Bakir (Norrsken Evolve): Europe’s AI ambitions need a new electricity system

Europe can invest heavily in AI, but without enough cheap, reliable electricity, its ambitions will eventually hit a physical limit. Data centres, industry and digital infrastructure all need power, making Europe’s energy system an increasingly important part of its technology strategy. Alex Bakir, General Partner at Norrsken Evolve, argues that electricity is becoming a question of competitiveness, resilience and sovereignty, not only climate. Alex traces how Europe became dependent on imported energy and why electrification now requires changes to grids, costs and supply chains. He also explains why Europe may already have the technology and capital it needs, if it can overcome fragmentation and build enough momentum to act. Highlights Why Europe’s AI ambitions depend on electricityHow energy became a competitiveness and sovereignty issueWhy grid infrastructure is becoming a bottleneckThe risk of swapping one dependency for anotherWhy Alex believes Europe already has the technology and capital to actThis session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme. Timestamps (01:00) Why Europe should run on cheap, clean electricity(02:00) How Europe’s postwar model shaped its energy system(03:00) From industrial power to dependence on imported energy(04:00) Why this is bigger than climate change(05:00) Energy, geopolitics and economic power(06:00) Europe’s vulnerability to energy price shocks(07:00) Why AI raises the stakes for Europe’s electricity system(08:00) Grid bottlenecks, high costs and new dependencies(09:00) Why Europe already has the technology and capital to act(10:00) The case for a more electrified Europe
4/07

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
29/05

This Week in European Tech: The AI jobs panic might be wrong

Everyone says AI is taking jobs. The data says something more complicated. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed unpack the growing panic around AI-driven job losses, why junior hiring is falling across many industries and whether AI is actually the culprit. They explore new research suggesting remote work may be having a bigger impact on entry-level employment than AI, discuss the UK's record number of young people not in employment, education or training and examine what the data really shows about automation and labour markets. They also cover Anthropic's latest model release, the rise of AI application-layer companies, Europe's sovereignty debate, the economics of AI infrastructure and a zero-employee AI company that just raised $30 million. Topics covered Is AI really replacing workers?Why junior hiring is fallingWhat the data says about AI and employmentAnthropic's rise and Opus 4.8Why the AI application layer is winningEurope's tech sovereignty dilemmaThe zero-employee AI company phenomenonAI infrastructure beyond GPUsTimestamps (00:00) The rise of the zero-employee AI company(04:50) Why AI applications are becoming more valuable(09:00) AI infrastructure moves beyond GPUs(16:00) Snowflake, Salesforce and enterprise AI adoption(24:00) Anthropic's latest model and valuation surge(27:00) Europe's sovereignty dilemma(33:00) The $30 million zero-employee AI startup(35:45) Is AI actually taking jobs?(38:00) What the data says about junior hiring(41:00) Why AI may not be the main cause(46:00) Predictions: which AI unicorn could fail next?(48:00) Deal of the week: Cognition and DevinFor more European venture, AI and startup insights, subscribe to EUVC, the home of European tech.
28/04

Andy Leaver (Arqit): AI isn’t the disruption yet. Quantum unlocks what comes next

AI is impressive, but not yet world-changing. The real shift comes next with quantum computing. In this EUVC episode, ⁠Andreas Munk Holm⁠ speaks with ⁠Andy Leaver⁠, CEO of ⁠Arqit⁠ and Operating Partner at ⁠Notion Capital⁠. They discuss why many European startups struggle to scale beyond €10 million to €30 million, why enterprise AI adoption remains experimental rather than immediate, and how quantum computing is set to redefine security and infrastructure. The conversation also covers data sovereignty and the growing risk of “harvest now, decrypt later”. Key highlights Most startups fail scaling from €10M to €30MAI is impressive, but not yet world-changingEnterprises are slow to adopt AI despite the hypeQuantum could break current encryptionThe real breakthrough is AI + quantum combinedTimestamps (00:00) Intro and Andy Leaver’s background (05:30) Scaling lessons and the €10M to €30M challenge (08:45) AI and SaaS: are the rules really changing? (11:30) Enterprise AI adoption and experimental phase (14:00) Shadow AI and enterprise risk (17:00) Security, data sovereignty, and quantum threats (26:30) AI today vs AI + quantum future (35:30) Investing in quantum and the one-person billion-dollar company idea Subscribe to EUVC, the home of European tech, for more insights: ⁠⁠https://www.eu.vc/subscribe⁠
21/06

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.
8/06

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

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Summit | Harrison Rose (Goodfit & Paddle): The future of AI in GTM

This Week in European Tech: Europe’s venture market still leans on public capital

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

Hans Söhngen (KPN Ventures): Rebuilding a CVC that stopped serving the mothership

Alex Bakir (Norrsken Evolve): Europe’s AI ambitions need a new electricity system

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

This Week in European Tech: The AI jobs panic might be wrong

Andy Leaver (Arqit): AI isn’t the disruption yet. Quantum unlocks what comes next

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

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

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