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. E694 | Pedro Ribeiro Santos, Armilar: 25 Years of Iberian Tech & The Next Chapter with Fund IV

    -2 ДН.

    E694 | Pedro Ribeiro Santos, Armilar: 25 Years of Iberian Tech & The Next Chapter with Fund IV

    Welcome back to the EUVC Podcast, where we bring you the people and perspectives shaping European venture. In this pitch episode, Andreas Munk Holm sits down with Pedro Ribeiro Santos, Partner at Armilar, to walk LPs through the story, strategy, and succession plan behind Armilar Fund IV — the firm’s new pan-European early-stage fund. Armilar is one of Europe’s longest-standing independent tech VCs and Portugal's original venture firm. Born inside a bank 25 years ago, spun out almost a decade ago, and now a multi-generational partnership, the firm has backed some of Portugal’s most important tech companies and quietly built a track record of dragons (fund-returners), not just unicorns. Fund IV doubles down on what the team knows best: early-stage, tech-intensive companies across data, digitalization, and connectivity, with a strong focus on Portugal & Spain and selective investments across the rest of Europe. Share Here’s what’s covered: 01:17 | What is “Armilar”? 02:30 | Origins & Spinout 03:40 | Why being based in Portugal with almost no local ecosystem 04:50 | From US to Europe, Then Back Home 07:22 | Fund IV in a Nutshell 09:44 | Geography & LP Backbone 11:41 | Track Record, DPI & Dragons 13:51 | Selected Portfolio & Staying Power 16:19 | Team & Generational Design 21:38 | Iberia’s State of Play (Portugal & Spain) 27:45 | Golden Visa & LP Angle 29:29 | Closing & What LPs Should Care About

    28 мин.
  2. E693 | Alex Dang, The Venture Mindset: How Corporates Can Beat VCs in the AI Race – The Venture Mindset in Action

    -3 ДН.

    E693 | Alex Dang, The Venture Mindset: How Corporates Can Beat VCs in the AI Race – The Venture Mindset in Action

    Welcome to another episode of the EUVC Podcast! Today, we’re diving into How Corporates Might just be able Beat VCs in the AI Race. Or maybe more importantly, how we can collaborate. Our guest is Alex Dang, co-author of the bestselling book The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth. Alex is a seasoned technology executive and innovation advisor with over two decades of experience. He was a product leader at Amazon, where he launched new businesses across e-commerce, supply chain, and AI; a partner at McKinsey, helping Fortune 500 companies build digital ventures; and today advises corporate leaders and investors on AI strategies, venture building, and applying VC principles to large organizations. In this conversation, Alex shares provocative insights on why the venture mindset is now non-negotiable for corporates in the AI era, where incumbents hold hidden advantages over VCs, and how to avoid “innovation theater” while turning data, distribution, and scale into real venture wins. Let’s jump in! Here’s what’s covered: 01:56 | The Venture Mindset in one frame with nine principles from 20 years of Stanford VC research: uncertainty → portfolios → outliers 03:44 | The post-book update Alex wishes he had added time compression: “days, not weeks,” and the rise of the “one slice team” 05:53 | Venture mindset applied to AI 07:34 | Why “adding AI” is the wrong framing; start customer-backward, not tech-backward 08:43 | “AI theater”, innovation theater and press release strategies vs real product value 11:19 | The European corporate trap: regulation, consensus, and downside protection as the enemy of transformation 11:56 | The right AI rollout sequence with start in back office to learn and protect trust, then go customer-facing at scale 15:21 | Why CVCs die after 3.7 years: incentives, leadership fear, and why corporate venturing fails structurally 17:24 | AI is now the world’s most democratized intelligence: everyone has the same tools; the gap is execution 18:47 | Where corporates fit in venture + startup ecosystems: strengths: data, distribution, enterprise scale 20:38 | When corporates should build in-house, when to partner, and why AI must become an internal muscle 25:24 | Incentives drive behavior: why executives won’t take venture-style risks unless failure is structurally safe 28:18 | AI-native teams and corporate reskilling among smaller, senior teams + digital workers replacing junior tasks 35:24 | What happens to the average corporate employee: tasks disappear, workflows evolve, but people still matter 38:50 | If Alex were CEO: how to move a workforce into an AI-safe future and target 25% profit uplift through AI 44:01 | Most counterintuitive venture principle — “drop bad ideas fast” and why persistence is sometimes the wrong discipline 46:05 | What top CEOs are doing right now: coding with Claude, learning by building, and staying close to users 49:00 | The compounding effect: “what was impossible 6 months ago is normal today” and why constant feedback loops win

    49 мин.
  3. E692 | Debbie Wosskow OBE, Chair of the UK’s Invest in Women Task Force: Mixed Teams, Better Returns, Real Incentives

    -4 ДН.

    E692 | Debbie Wosskow OBE, Chair of the UK’s Invest in Women Task Force: Mixed Teams, Better Returns, Real Incentives

    Europe’s debate about gender equity in venture has moved beyond awareness and intention. The real question now is much sharper: how does capital actually move, where does it get stuck, and what genuinely changes outcomes for women building companies today? In this episode, Andreas sits down with Debbie Wosskow, a serial founder, investor, and Chair of the UK’s Invest in Women Task Force, to discuss what she has learned from 25 years inside the system. This is a conversation about incentives, power, institutional capital, and why gender equity in venture is not a “nice to have” but a performance strategy. We move from founder mindset to investor behavior to ecosystem and government-level levers and end with a clear-eyed reflection on DEI, ESG, and feminism. At a moment when many are retreating, but the case for backing women has never been stronger. Context: the data doesn’t lie, and it isn’t improving fast enough

    30 мин.
  4. E691 | This Week in European Tech with Dan, Mads and Lomax

    -5 ДН.

    E691 | This Week in European Tech with Dan, Mads and Lomax

    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 is a high-velocity sprint through the AI model wars, hyperscaler capex, and the growing sense that SaaS is about to be structurally repriced by agents. Anthropic and OpenAI go toe-to-toe with flagship model releases just 20 minutes apart, while China quietly ships open models that are starting to look dangerously close to frontier performance at a fraction of the cost. The panel also digs into the so-called SaaSpocalypse, the early signs of a European “uncoupling” from US big tech, and why Spain’s crackdown on social media is being reframed as a public health issue rather than a free speech fight. And then there’s Muskanomics: the $1.5T SpaceX/xAI logic, the data-centers-in-space narrative, and whether any of it survives contact with physics. What’s covered: 02:10 AI model arms race: Anthropic Opus 4.6 vs OpenAI GPT 5.3 (20 minutes apart) 10:45 China’s open-source push: Kimi K 2.5, Qwen3 Max, and swarm capabilities 14:05 Alphabet’s $180B capex signal and Wall Street’s “infraspend” panic 22:35 SaaSpocalypse: $300B wiped off software and the seat-based SaaS collapse narrative 30:05 US–EU uncoupling: France bans Zoom/Teams, Germany moves off Microsoft, sovereignty vibes 36:35 Spain’s social crackdown: CEO liability, under-16 bans, and the censorship slippery slope 43:30 Muskanomics: xAI + SpaceX, “data centers in space,” and why it feels like PR on steroids 56:30 Anthropic Super Bowl ads vs OpenAI: brand war and the ad-monetization fault line 59:25 Critical minerals: EU set to miss 2030 targets and China’s grip on rare earths 1:02:20 Deal of the week + Europe unicorn shout-outs + the new €1B growth fund

    1 ч. 1 мин.
  5. E690 | Sacha Michaud, Glovo: Scaling a Hyper-Competitive Marketplace (and knowing when to exit)

    4 ФЕВР.

    E690 | Sacha Michaud, Glovo: Scaling a Hyper-Competitive Marketplace (and knowing when to exit)

    This episode starts with a surprising origin story: before building one of Europe’s most iconic on-demand companies, Sacha Michaud left home at 16 to become a professional racehorse jockey. From there, we go deep into the operator playbook behind Glovo’s rise: launching fast, expanding internationally with limited capital, choosing battles ruthlessly, and pulling out of markets quickly when the data says the flywheel won’t spin. This is a conversation about discipline, focus, and survival in one of the most brutal categories in venture—where network effects are real, fundraising can consume the CEO, and consolidation is always lurking. Less theory. More real-world execution. Share What’s covered: 01:10 From racehorse jockey to startup founder: discipline, sacrifice, and the founder mindset 02:20 How Glovo started: meeting Oscar, shipping in 2.5 months, and rebuilding the MVP later 05:05 International scaling principles: why Europe isn’t enough and why speed mattered 06:25 Fundraising reality: the “lead investor” trap and why multi-stage funds can matter 08:05 Split-scaling and the growth-at-all-costs era: what the ecosystem learned (and didn’t) 10:15 Expansion playbooks: the launch team model and copying what Uber did right 13:25 Competition strategy: when to enter, when to avoid, and why capital constraints shape everything 15:25 Exiting markets fast: Brazil, iFood, and the moment you realize the playbook won’t work 17:35 Network effects in delivery: why the flywheel is more extreme than most marketplaces 19:05 Exclusivity vs multi-homing: how restaurants evolved from “threat” to “channel” 25:55 Emerging markets: Latin America → Eastern Europe → Africa and what changes operationally 33:00 Glovo Cares: why executives still deliver orders and what it teaches the org 34:30 Acquisition mindset: what founders get wrong about selling (and not selling) 43:20 YELLOW VC: building a disciplined pre-seed fund without losing operator sharpness

    47 мин.
  6. E689 | Simon Thomas, Founder of Paragraf: Graphene Chips, AI Energy, and the Hard-Tech Road from Lab to Fab

    3 ФЕВР.

    E689 | Simon Thomas, Founder of Paragraf: Graphene Chips, AI Energy, and the Hard-Tech Road from Lab to Fab

    Welcome back! In this episode, Andreas Munk Holm sits down with Simon Thomas, CEO of Paragraf, one of Europe’s rare hard-tech success stories, taking graphene from scientific breakthrough to industrial-scale electronics. Graphene has been called the “wonder material” for two decades. The promise has always been clear: faster, better, and dramatically more energy-efficient electronics. The missing piece has been execution at scale. Simon and the Paragraf team are building that missing bridge, with the world’s first graphene electronics foundry in the UK, a growing portfolio of real commercial products, and a deep conviction that the next era of computing will require new materials, not just bigger data centers. This is a conversation about what it truly takes to build venture-backed hardware in Europe. How you fund capex-heavy deep tech. How do you keep investors aligned when timelines are long. How you keep teams motivated through delays and national security reviews. And why AI may accelerate materials discovery, but won’t replace the brutal, necessary work of turning atoms into real manufacturing. Share What’s covered: 01:27 What Paragraf is building and why graphene matters now 03:50 Graphene wafers and the world’s first graphene electronics foundry 04:23 What graphene changes for power consumption and device life 05:01 Why graphene isn’t already inside data centers 06:13 The future of “2D electronics” beyond graphene 08:02 Foundry versus product company: why Paragraf does both 09:40 Graphene’s 20-year journey from papers to real-world scale 13:15 When venture investors first showed up and what they needed to see 16:58 Sovereignty, British Patient Capital, and why “national backing” matters 24:08 The product-to-foundry loop and how you hook customers early 27:36 Capex, equity limits, and the painful mechanics of deep-tech financing 30:22 Surviving hard moments: people, pivots, and the NSI Act review 38:10 How to structure boards over time, from tactical to strategic 42:23 Keeping teams committed through uncertainty 46:10 Where Paragraf is today: headcount, geographies, and commercialization 49:16 AI in materials discovery and why manufacturing is still the bottleneck

    54 мин.
  7. E688 | This Week in European Tech with Dan, Mads & Lomax

    2 ФЕВР.

    E688 | This Week in European Tech with Dan, Mads & Lomax

    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’s episode opens, as always, with light deal banter, closing jokes, and a reminder that fourth-time founders are still the most bankable asset in venture. From Saudi Arabia’s surprisingly coherent Vision 2030 to Europe’s chronic inability to articulate a shared mission, this is a wide-ranging conversation about strategy, scale, and what actually forces societies to act. Along the way, the panel digs into autonomous AI agents that can negotiate car purchases and manage your inbox, the $100B arms race between OpenAI and Anthropic, ASML’s signal on the durability of the AI buildout, and why defence spending is becoming Europe’s most structurally important tech opportunity. The episode also tackles the uncomfortable questions: whether Europe only moves under pressure, whether the United States of Europe is real or pure projection, and whether social media bans and AI retraining schemes are genuine policy or just optics. This is Upside, where optimism is earned, not assumed.

    1 ч. 5 мин.
  8. E687 | Axel Deniz, CEO Bosch Business Innovations: Venture Building, Spinouts & How Corporates Can Power Europe’s Deep Tech Wave

    28 ЯНВ.

    E687 | Axel Deniz, CEO Bosch Business Innovations: Venture Building, Spinouts & How Corporates Can Power Europe’s Deep Tech Wave

    Welcome back to the EUVC Corporate Podcast. This week, Jeppe sits down with Axel Deniz, CEO of Bosch Business Innovations and Head of Venture Building at Bosch. Axel is building Bosch’s venture-building engine with a clear mandate: get Bosch technology out into the world, through founder-led spinouts, joint ventures, and seed rounds that can stand on their own with external investors. With ~80,000 active patents, 20 new patents per day, and 20,000 researchers globally, Bosch has the assets. Axel’s job is turning them into investible companies. 🎧 Here’s what’s covered: 02:30 Bosch’s unfair advantage: 80k patents, 20 patents/day, 20k researchers 04:10 Horizon 2/3: building for 2030–2035 where incumbents can’t reach 05:30 Hybrid execution: not all in-house, not all studio but a blended model 06:25 Problem definition: Bosch theses + founders bringing problems from outside 08:25 Stage gates: “get to no fast” + external validation early 09:05 Gate #1: attracting “triple-A founders” before anything else 10:35 Founder-led 80/20 vs joint ventures when tech risk is still high 13:10 Venture market fit: choosing where to build is a venture builder superpower 16:20 Founder acquisition: why mediocre pre-seed talent is the biggest risk 23:05 Working with scale-ups: co-create instead of buying or minority investing 24:15 University engine: 5–6 deep partnerships (Carnegie Mellon example) 27:15 Biggest surprises: founder scarcity and portfolio restructuring complexity 29:05 Axel’s advice to founders: don’t start deep tech from scratch 30:30 Axel’s advice to VCs: don’t underestimate corporates’ learning curve 32:00 Axel’s background: founder → Silicon Valley → PWC CVC → Bosch 35:15 Career advice: no cookie-cutter route and trust your gut sometimes 37:10 How founders can engage: programs + direct outreach on LinkedIn

    33 мин.
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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

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  • Канал
    EUVC
  • Автор
    The European VC
  • Годы выхода
    2020 - 2026
  • Выпуски
    693
  • Ограничения
    С ненормативной лексикой
  • Авторские права
    © The European VC
  • Сайт подкаста
    EUVC

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