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11 maj

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
11 juli

This Week in European Tech: Europe’s AI wake-up call

Europe’s AI position is being tested from every direction: Chinese open-weight models are gaining usage, Nvidia could become even more central to the stack and Europe still has gaps across power, chips, data centres and model capacity. 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 the AI power shift between China, the US and Europe. They also cover UK pension capital moving into venture, whether today’s AI market looks like 1999, Anthropic and OpenAI’s IPO pressure, model commoditisation and where Europe may still have an edge. Highlights Why China’s AI model usage is becoming harder to ignoreWhat Chinese model restrictions could mean for EuropeEurope’s AI infrastructure gap across power, chips, data centres and modelsWhether UK pension capital is finally moving into ventureWhy today’s AI market both does and does not look like 1999Where Europe may still have a real opportunity in AI————— 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 (01:45) Introduction(03:25) Quick news roundup(05:30) Tesla, SpaceX, Samsung and the week’s market signals(08:00) The UK’s fiscal outlook and the OBR warning(11:10) Government oversight of frontier AI releases(12:00) China’s rise in AI model usage(14:30) Could Nvidia benefit if China restricts model access?(17:00) Europe’s exposure across the AI infrastructure stack(19:15) OpenAI, Anthropic and the pressure to IPO(22:45) UK pension capital starts moving into venture(25:00) Why pension investment matters for the UK ecosystem(28:00) Where pension capital should be deployed(30:00) Incentives, coercion and the role of government(32:45) Is today’s AI market another 1999?(40:30) The case against the dot-com comparison(46:30) AI Corner: Anthropic’s Fable and Sonnet strategy(48:30) Lisbon’s earthquake history and engineering response(54:15) Lisbon’s tech ecosystem(56:30) Europe’s opportunity, deals of the week and what to watch next
8 juli

Alex Manson (SC Ventures): Corporate venturing is more than CVC

Corporate venturing works best when investing is only one part of the model. To drive real transformation, corporates need to build, partner and invest in ways that reinforce each other. In this episode, Andreas Munk Holm speaks with Alex Manson, CEO at SC Ventures by Standard Chartered and author of Nothing Ventured, Nothing Gained, alongside Jeppe Høier, EUVC’s in-house corporate expert. Together, they explore why SC Ventures was built to operate both inside and outside the bank, how corporates can build independent but institutionally backed ventures and why corporate ventures need to prove themselves through the market. The conversation also covers venture clienting, corporate-startup partnerships, when corporates should invest, why SC Ventures only backs partners it actually works with and why financial returns remain non-negotiable. Highlights Why corporate venturing is more than traditional CVC The role of build, partner and invest in corporate transformation Why SC Ventures builds outside the bank but at bank-grade Why corporate ventures must prove themselves in the market How to balance strategic value with financial returns Timestamps (01:15) Introduction to Alex Manson and SC Ventures (02:05) Why Standard Chartered created SC Ventures (05:40) Building ventures inside and outside the bank (09:20) Governance, risk and compliance in corporate ventures (17:45) Why corporate ventures must prove themselves in the market (24:40) Moving from build to partner (27:15) Why SC Ventures is not a traditional CVC (29:10) Why SC Ventures only invests in partners it works with (35:35) Real partnerships versus innovation theatre (38:35) Strategic value versus financial returns (43:35) Why Alex wrote Nothing Ventured, Nothing Gained Learn more about Nothing Ventured, Nothing Gained by Alex Manson, CEO at SC Ventures, here.
8 maj

Julien Fredonie (Honda Xcelerator Ventures): Europe isn’t fragmented. It’s a deep tech circuit board

Europe isn’t a collection of isolated hubs. It’s an interconnected system where talent, capital and industry come together to build deep tech. That's the perspective Julien Fredonie⁠, Program Lead for Europe and Africa at ⁠Honda Xcelerator Ventures⁠, shared on our latest episode hosted by Andreas Munk Holm and Jeppe Høier. They spoke about why Europe’s deep tech moment is real, how the pipeline of founders is improving and why corporates are key to scaling hardware innovation. They also explore the rise of specialised investors and where CVCs still get team evaluation wrong. Key highlights Europe’s deep tech moment is structural, not hypeGlobal investors have shifted from doubt to active allocationFounder quality is rising through education and support systemsCVCs are critical to scaling deep tech companiesCVCs miss critical signals when evaluating deep tech teamsTimestamps (00:00) Europe as a deep tech “mesh”, not fragmented (04:00) Julien’s role and investment scope at Honda Xcelerator Ventures (08:00) Why Europe’s deep tech moment is happening now (12:00) Education strength and rise of deep tech founders (16:00) Team composition: diversity and complementarity (20:00) New generation of deep tech GPs and hardware expertise (26:00) The role of CVCs in scaling deep tech (34:00) Team blind spots and founder evolution over 10+ years Subscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
19 juni

⁠Ramzi Rizk⁠⁠ (WIP Capital)⁠⁠: The alpha is in sci-fi, not SaaS

The next generation of great founders will be scientists and engineers. That's the argument of ⁠Ramzi Rizk⁠, General Partner at ⁠WIP Capital⁠, a €10 million solo-GP fund backing scientists and engineers at the intersection of bio, neuro and foundational AI. In this episode, ⁠Andreas Munk Holm⁠ speaks with Ramzi about why the biggest opportunities in venture are moving beyond SaaS, how AI is accelerating scientific discovery and why founders with deep technical expertise may have an advantage in building the next generation of category-defining companies. The conversation explores Ramzi's recent visit to the Asilomar neurotechnology conference, Europe's opportunity in deep science, the idea that the natural world is becoming computable and the lessons he's learned from building companies, making more than 60 angel investments and launching WIP Capital. Topics covered Why the next generation of founders will be scientists and engineersWhy the alpha is in sci-fi, not SaaSLessons from the Asilomar neurotechnology conferenceEurope's opportunity in deep science and researchWhy the natural world is becoming computableHow AI is accelerating scientific discoveryWhat Ramzi looks for in technical foundersBuilding WIP Capital as a solo GPTimestamps (02:00) Introduction and Ramzi Rizk's background(04:00) Inside the Asilomar neurotechnology conference(09:00) Europe's opportunity in deep science(11:00) Why Ramzi backs scientists and engineers(16:00) What makes a great technical founder(19:00) Commercialising scientific research(23:00) Why the natural world is becoming computable(25:00) Bio, neuro and the next wave of AI innovation(27:00) Why the best investors follow patterns, not sectors(29:00) Building WIP Capital as a solo GP(31:00) Why deep tech may move faster than investors think(33:00) The future Ramzi wants to help buildLearn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets here.
−3 d

Ahmed Achchak (Qevlar AI) & Réza Malekzadeh (Partech): When AI attacks, can AI defend?

AI is giving attackers cheaper, faster ways to target organisations at scale. On the defensive side, security teams are starting to replace rigid playbooks with AI systems that can investigate incidents, adapt to new attack paths and support faster response. In this episode, Andreas Munk Holm speaks with Ahmed Achchak, Co-founder and CEO of Qevlar AI, and Réza Malekzadeh, General Partner at Partech, an investor in Qevlar AI. They discuss how Ahmed and his co-founder approached cybersecurity without coming from traditional security backgrounds, why that outsider perspective helped them rethink static playbooks and how Qevlar AI is moving security teams beyond manual triage. The conversation also covers why organisations should assume breach, how automated remediation can be governed without turning the system into a black box, how young startups earn trust with major enterprise customers, Europe’s cybersecurity opportunity and why founders need to build security into their products from day one. Highlights How AI is reshaping cyberattacks and cyber defenceWhy static security playbooks are falling behindHow an outsider perspective shaped Qevlar AIHow Qevlar AI investigates and responds to incidentsWhy organisations should assume breachHow startups build trust with enterprise customersEurope’s opportunity to build global cybersecurity leadersWhy security must be built in from day one--- Learn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets here. --- Timestamps (02:00) Introduction to Qevlar AI and Partech(03:00) How AI is changing cybersecurity(05:00) From cloud security to the AI shift(07:20) Why small businesses are increasingly exposed(09:00) Building Qevlar AI without a traditional security background(12:00) Why outsider founders can rethink established industries(14:20) How Qevlar AI investigates cyber incidents(18:30) Why organisations should assume breach(21:30) Governing AI-driven security decisions(26:00) Winning trust with enterprise customers(30:30) Europe’s cybersecurity advantage(34:00) Why European companies still need to think globally(37:00) Qevlar AI’s long-term vision(39:00) Why Partech backed the team(40:30) Why security can no longer be an afterthought(43:00) Closing thoughts
4 juli

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
20 apr.

Anthropic Goes Full Stack and the AI Power Shift Begins

Anthropic is moving beyond models and into building full products. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen from SuperSeed cover the key forces shaping European tech right now, from political shifts and capital flows to AI competition, small high-output teams and rising compute demand. Key Highlights Hungary’s leadership change and potential EU funding unlocksAnthropic expanding beyond models into product and applicationsMythos vs GPT Cyber and what different benchmarks actually measureThe rise of very small teams building large businesses with AICompute demand continuing to accelerate across the marketTimestamps (00:00) Intro (01:00) Hungary and EU implications (08:30) Anthropic strategy shift (13:30) AI model comparison (20:30) Small teams and AI businesses (26:30) Compute scarcity (31:30) Musk’s Terafab (36:30) Predictions, deals, closing Subscribe to EUVC, the home of European tech: https://www.eu.vc/subscribe
2025-07-26

E532 | Eoghan O’Neill, European Commission AI Office: Unpacking the AI Act & Europe's Global AI Play

In this episode, Andreas Munk Holm is joined by Eoghan O’Neill, Senior Policy Officer at the European Commission’s AI Office, to break down the EU AI Act, Europe’s strategy to lead the global AI wave with trust, safety, and world-class infrastructure. They dive into why the EU’s approach to AI is not just regulatory red tape but a proactive framework to ensure innovation and adoption flourish across sectors—from startups to supercomputers. Eoghan unpacks how startups can navigate the Act, why Europe’s regulatory clarity is an advantage, and how investors should be thinking about this new paradigm. Here’s what’s covered: 02:41 Eoghan’s Unorthodox Journey: From Gravy Systems to AI Policy04:32 The Mission & Structure of the AI Office05:52 Understanding the AI Act: A Product Safety Framework09:40 How the AI Act Was Created: An Open, 1,000+ Stakeholder Process17:42 What Counts as High-Risk AI (And What Doesn’t)21:23 Learning from GDPR & Ensuring Innovation Isn’t Crushed26:10 Transparency, Trust & The Limits of Regulation30:15 What VCs Need to Know: Obligations, Timelines & Opportunities34:42 Europe's Global AI Position: Infra, Engineers, Strategy43:33 Global Dynamics: Commoditization, Gulf States & the Future of AGI48:46 What’s Coming: Apply AI Strategy in September
21 juni

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.

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

This Week in European Tech: Europe’s AI wake-up call

Alex Manson (SC Ventures): Corporate venturing is more than CVC

Julien Fredonie (Honda Xcelerator Ventures): Europe isn’t fragmented. It’s a deep tech circuit board

⁠Ramzi Rizk⁠⁠ (WIP Capital)⁠⁠: The alpha is in sci-fi, not SaaS

Ahmed Achchak (Qevlar AI) & Réza Malekzadeh (Partech): When AI attacks, can AI defend?

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

Anthropic Goes Full Stack and the AI Power Shift Begins

E532 | Eoghan O’Neill, European Commission AI Office: Unpacking the AI Act & Europe's Global AI Play

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

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