EUVC

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1 NGÀY TRƯỚC

E721 | Simone Maini (Elliptic) & Jay Wilson (AlbionVC): From Hype to Infrastructure? Crypto’s Second Act

Has crypto quietly crossed the line from hype to real financial infrastructure? Tune into this episode of the EUVC podcast, hosted by Andreas Munk Holm, as he is joined by Simone Maini, CEO of Elliptic, and Jay Wilson, Partner at AlbionVC, to unpack crypto’s next phase. They break down the shift from uncertainty to quantifiable risk, how institutions assess on-chain transactions and why supporting infrastructure is now critical to the venture case, alongside stablecoins and global regulatory momentum. Key highlights: The shift from uncertainty to quantifiable riskHow institutions assess risk in on-chain transactionsWhy infrastructure is critical to the venture caseStablecoins enabling faster, cheaper global paymentsRegulatory clarity across Europe, the US, Singapore and the UAETimestamps: (00:00) Crypto meets traditional finance (01:00) What Elliptic does in digital assets (02:00) The venture case for crypto (04:00) Where global crypto activity is shifting (07:00) Regulation, risk and market maturity (10:00) Europe, MiCA and the race to lead (18:00) Founder–investor dynamics in volatile markets (33:00) Stablecoins and the future of payments (37:00) AI, agentic transactions and what’s next (42:00) Final thoughts on crypto’s second act Explore more on European tech thought leadership at: https://eu.vc

1 ngày trước

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44 phút
11/02/2025

E412 | Juliet Bailin, General Catalyst: VC behavior and why venture needs a self-awareness reset

In today’s episode of the EUVC Podcast, Andreas talks with Juliet Bailin, Partner at General Catalyst, to explore the firm’s expansion in Europe, investment philosophy, and unique approach to venture capital. General Catalyst, known for backing companies like Stripe, Samsara, Livongo, and Mistral, operates with a global mindset while maintaining a deep commitment to early-stage investing. Juliet, who focuses on infrastructure and applied AI, shares how her history background shapes her perspective on venture, why truth-seeking is fundamental to being a great investor, and how General Catalyst’s collaborative culture enables them to operate as one unified firm across geographies. She also dives into the firm’s recent rebrand and refreshed core values, including playing the long game, serving others, and shaping ambiguity. In the second part of the conversation, we tackle an honest discussion on why venture needs a self-awareness reset. Juliet calls out common bad investor behaviors, from ghosting founders to exploding term sheets, and explains why overvaluing companies for ego reasons ultimately hurts founders the most. She also shares how General Catalyst ensures transparency in decision-making and why long-term relationships—not just transactional networks—are key to success. Go to eu.vc for our core learnings and the full video interview 👀

11/02/2025

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46 phút
26/05/2022

#77 John Dutton, World Economic Forum & Catherine Dupere, Isomer Capital

Today’s episode is a bit different as we’re joined by Catherine Dupere, Partner at Isomer Capital and John Dutton, head of the World Economic Forum’s Uplink to talk about the Forum’s “Innovative Funds for Our Future”-challenge which calls for innovative VC funds who invest in people and planet-focused entrepreneurs that can strengthen innovation ecosystems and strive for the achievement of the 2030 Global Goals. Selected funds will receive the magical recognition and visibility that only highly acclaimed organizations like the WEF can give you. So pay attention to see if this challenge is something for you and apply here 👉 [https://uplink.weforum.org/uplink/s/uplink-issue/a002o0000136S2vAAE/innovative-funds-for-our-future](https://uplink.weforum.org/uplink/s/uplink-issue/a002o0000136S2vAAE/innovative-funds-for-our-future) In this episode you’ll learn: – Why and how the WEF is involved in startup and VC finance – Exactly what is WEF’s “Innovative Funds for Our Future”-challenge – How the challenge can give GPs recognition, visibility, access to LPs and deal flow – A deep dive on the application process and the thinking behind it - Why Isomer Capital is supporting the project

26/05/2022

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43 phút
30 THG 3

E716 | This Week in European Tech with Dan Bowyer, Lomax Ward & Harry Destecroix

Welcome back to Upside, where Dan Bowyer of SuperSeed and Lomax Ward of Outsized Ventures, joined by Harry Destecroix, MBE, of SCVC unpack the forces shaping European venture, deep tech and capital. This week’s conversation reflects a system shifting: Europe is writing bigger checks, physical AI is moving into focus, and the economics of AI are starting to change. The question is no longer where innovation happens.It is where value accrues. The stack isn’t just scaling. It is being contested. What's covered: 00:00 Intro and the week’s themes02:00 Europe’s €15B fund-of-funds and the capital gap08:00 Seed vs growth: where Europe is actually underfunded14:00 Bezos’ $100B physical AI strategy20:00 Roll-ups vs rebuilds in the industrial economy25:00 China’s token model and the cost collapse of AI31:00 Security, sovereignty and model choice36:00 Innovate UK and founder-led policy41:00 Capex vs revenue: the emerging imbalance47:00 Predictions and market direction52:00 Deals of the week

30 thg 3

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59 phút
18/08/2025

E551 | This Week in European Tech with Dan, Mads & Joe Knowles

Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and this week’s special guest Joe Knowles from Smedvig Ventures unpack what’s happening in European venture capital. This week: Are we doomed to lag the US in wealth creation or is Europe finally closing the gap? Why a record $100B of M&A matters for exits and recycling capital, and how founders should think about selling vs going for gold. Plus: Porsche & Deutsche Telekom anchoring a €500M defence fund as Germany drops its taboos, the scramble for cheap energy and battery breakthroughs, and what GPT-5, Perplexity, and Nvidia tariffs tell us about Europe’s place in the AI race. Here’s what’s covered: 00:48 US vs Europe in Wealth Creation: Compounders, unicorns, and Europe’s capital efficiency. 09:07 Late-Stage Funding Gap: Why pensions and IPO markets hold Europe back. 17:36 M&A is Back: Google’s $32B Wiz deal, Windsurf drama, and Europe’s “second tier” opportunity. 25:52 Why Exits Matter: Recycling capital and the venture flywheel. 27:09 Defence Tech Goes Mainstream: Porsche, DT, EIF and Germany’s cultural shift. 36:18 The Ethics Question: Dual use, deterrence, and uncomfortable truths. 41:22 Energy Corner: Lithium recycling, sodium-ion batteries, and Europe’s 4x US energy costs. 46:44 AI Needs Power: Grid bottlenecks, red tape, and planning reform urgency. 51:10 GPT-5 Launch: Unified model, user backlash, and coding benchmarks. 54:37 Perplexity vs Chrome: PR stunt or regulatory opening? 58:32 Chip Wars: Nvidia tariffs, Huawei delays, and why Europe needs Chips Act 2.0. 1:05:59 Shoutout to Italy: Record €655M H1 startup funding.

18/08/2025

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49 phút
03/11/2022

#125 John Dutton, World Economic Forum, & Sandra Osborne Kartt, ImpactAssets

Today's episode is a special one, as we are happy to welcome John Dutton, Head of UpLink at the World Economic Forum, as our co-host. John will tell you all about the Innovative Funds for our Future. And as our guest, we welcome Sandra Osborne Kartt, Managing Director of Investments at ImpactAssets. – A rare peak into how the WEF’s Uplink supports the VC ecosystem – How Sandra as an important LP in multiple climate funds thinks about their investments – How the funds were selected for the Innovative Funds Program and what's to come – An opinionated but loving run-through of the selected funds by Andreas, John and Sandra

03/11/2022

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35 phút
5 NGÀY TRƯỚC

E719 | Europe Is Writing the Cheques. The System Still Doesn’t Work.

Europe wants to lead in AI, defence, and infrastructure. The question is whether it can actually execute. In this episode of Upside, Dan Bowyer (SuperSeed) and Lomax Ward (Outsized Ventures), joined by Andrew J Scott (7percent Ventures), unpack a week where ambition and reality are starting to diverge. Mistral raises $830M to build sovereign AI infrastructure. Poolside’s $2B round collapses after losing compute access. And UK defence tech founders are leaving—not for lack of ideas, but for lack of contracts. Across all of this, one pattern emerges: Europe isn’t short on capability. It’s short on systems that work. Key topics: Why Europe’s capital problem starts earlier than growthMistral’s infrastructure bet and what it signalsPoolside, CoreWeave, and the fragility of compute accessThe UK defence tech bottleneck: funding vs procurementPalantir, trust, and the case for sovereign softwareIf you’re building in AI, defence, or deep tech, this is where the constraints actually are. Timestamps 00:00 Intro and the week’s themes 03:00 News roundup: space, IPOs and market signals 08:00 Mistral’s $830M raise and sovereign AI infrastructure 15:00 Poolside, CoreWeave and compute dependency risk 23:00 Palantir, the NHS and the trust gap 31:00 UK defence tech and founder flight 40:00 Procurement vs capital: where companies stall 42:00 Predictions: local AI vs hyperscalers 50:00 Deals of the week

5 ngày trước

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54 phút
27/05/2025

E476 | Finn Murphy, Nebular: Going Solo, and Why the Next Great VC Firm Starts with You

In this episode, sits down with GP . From launching Nebular after FTX’s collapse to backing AI, data centers in space, and fossil startups, Finn shares the unpredictable and highly personal journey of building a fund from scratch. A manifesto for curiosity-led investing emerges, as does a bold vision for reshaping European venture and policy. Here’s what’s covered: 01:25 Leaving Frontline, Launching Nebular, and Solo GP Life03:45 Fund One in the Nuclear Winter of VC Fundraising06:30 A Thesis of Curiosity: No Theme, Just Timing, Talent & Tails09:50 From Healthcare Ops to AI Teddy Bears to Fossil Markets16:10 Strategy Drift, Authenticity, and Embracing the Unknown18:30 Being a Solo GP Without Being Alone21:00 How Long Can You Be Great? A Venture Career as Athletic Peak27:30 Europe vs. US: Talent, Incentives, and Risk Appetite35:40 Project Europe, EU Inc & Why Attitude Is the Real Bottleneck44:00 Yes, Tech Should Get Political

27/05/2025

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49 phút
01/11/2024

E370 | Carmen Alfonso Rico (Cocoa Ventures) & Evan Finkel (Integra Global Advisors): Managing the personal relationship vs. business relationship

In this episode of the EUVC podcast, Andreas talks with Carmen Alfonso Rico, a self-described VC turned angel at Cocoa Ventures. and Evan Finkel, Head of Venture Capital Investments at Integra Global Advisors. Carmen is leading the charge at Cocoa Ventures, a €15M fund headquartered in the UK and focused on backing pre-seed and seed-stage startups across Europe. Cocoa Ventures invests across sectors, emphasizing Carmen’s vision of supporting bold founders in their first institutional round. Notable investments include Speckle, Eventstore, FDM, Tilebox, Fractile from Cocoa I, and hopin, SideQuest, Hived, pre-Cocoa. At Integra Global Advisors, a venture fund with €700M in assets under management, Evan targets early-stage and emerging managers across the US, LatAm, Europe, and Israel. Notable investments include Plural, Fly, and Retail (EU). Carmen, and Evan delve into the complexities of LP-GP relationships in venture capital, emphasizing the importance of separating personal and business dynamics. They also share insights on identifying strong GPs and the importance of maintaining integrity in the venture ecosystem and discuss the complexities of management fees and carry in the venture capital landscape, emphasizing the need for alignment of incentives between GPs and LPs. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 02:10 Diving into Personal and Business Relationships 04:09 Managing LPGP Relationships 10:45 Gamesmanship in Business 15:07 Challenges of First Closings 23:57 Re-ups and Signaling in Fundraising 32:50 Handling Fund Breakups 45:30 Succession Planning in VC 46:33 Tough Decisions in Venture Capital 48:00 Assessing Emerging Managers 49:16 The Importance of Personal Brand in VC 50:30 Carmen and Cocoa: A Perfect Synergy 53:18 Management Fees and Carry: A Deep Dive 55:52 Challenges with the 2% Management Fee Model 01:03:05 The Debate on Carry Structures 01:05:12 European vs. American Waterfalls 01:11:39 Navigating LP-GP Relationships 01:29:14 Closing Thoughts and Future Topics

01/11/2024

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1 giờ 32 phút
22/04/2025

E451 | Carmen Alfonso Rico, Cocoa Ventures & Evan Finkel, Integra GA: How LPs Build Conviction When Evaluating Emerging Managers

In this episode of the EUVC podcast, Andreas talks with Carmen Alfonso Rico, a self-described VC turned angel at Cocoa Ventures. and Evan Finkel, Head of Venture Capital Investments at Integra Global Advisors. Evan outlines a framework for how LP expectations evolve across different fund stages, highlighting key criteria like thesis clarity, team credibility, track record, and consistency of execution. Carmen shares her experience raising Cocoa Fund I during a peak market and the challenges of navigating a very different environment for Fund II. Together, they explore practical strategies for targeting the right LPs, understanding different LP profiles, and managing long-term relationships. Here’s what’s covered: 11:36 Challenges in the European LP Ecosystem29:51 Long-term Commitment and Strategy38:46 Evaluating the Product: Key Considerations39:54 Importance of Historical Track Record41:22 Decision-Making Process in Investments54:14 The Role of LPs in Fund Management01:02:15 Challenges of Being a Fund Manager

22/04/2025

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1 giờ 10 phút

One place to find them all. The go-to platform to find the best podcasts on the European VC industry. 💥

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EUVC

Top Chương Trình

E721 | Simone Maini (Elliptic) & Jay Wilson (AlbionVC): From Hype to Infrastructure? Crypto’s Second Act

E412 | Juliet Bailin, General Catalyst: VC behavior and why venture needs a self-awareness reset

#77 John Dutton, World Economic Forum & Catherine Dupere, Isomer Capital

E716 | This Week in European Tech with Dan Bowyer, Lomax Ward & Harry Destecroix

E551 | This Week in European Tech with Dan, Mads & Joe Knowles

#125 John Dutton, World Economic Forum, & Sandra Osborne Kartt, ImpactAssets

E719 | Europe Is Writing the Cheques. The System Still Doesn’t Work.

E476 | Finn Murphy, Nebular: Going Solo, and Why the Next Great VC Firm Starts with You

E370 | Carmen Alfonso Rico (Cocoa Ventures) & Evan Finkel (Integra Global Advisors): Managing the personal relationship vs. business relationship

E451 | Carmen Alfonso Rico, Cocoa Ventures & Evan Finkel, Integra GA: How LPs Build Conviction When Evaluating Emerging Managers

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